ULYSSES HISTORICAL SOCIETY

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1972

Legal Domicile

Principal Officer

CATHERINE ALLEN

Phone

6073879851

Tax Period

2024-05-01 to 2025-04-30

ULYSSES HISTORICAL SOCIETY, founded in 1972, is a micro nonprofit that reported $56K in total revenue in fiscal year 2024. Revenue fell 68% from the prior year — a significant decline worth monitoring. Net assets of $2.0M represent 435 months of operating reserves.

Mission

TO BRING TOGETHER THOSE INTERESTED IN HISTORY TO ENCOURAGE THE ENJOYMENT AND UNDERSTANDING OF LOCAL HISTORY.

Program Service Accomplishments

Program 1

Expenses: $50,208

TO BRING TOGETHER THOSE INTERESTED IN HISTORY TO ENCOURAGE THE ENJOYMENT AND UNDERSTANDING OF LOCAL HISTORY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $16,814

Program Service Revenue $0

Investment Income $38,498

Other Revenue $499

TOTAL REVENUE $55,811

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,208

Other Expenses $60,176

TOTAL EXPENSES $60,176

Year-over-Year Comparison

	2024	2023	Change
Revenue	$55,811	$176,488	-0.7%
Expenses	$60,176	$43,953	+0.4%
Net Income	$-4,365	$132,535	-1.0%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✓ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RODNEY BENT	PRESIDENT	004.00	Officer Director	$0	$0	$0
DAVID SMITH	VICE PRESIDENT	002.00	Officer Director	$0	$0	$0
BARBARA COLEMAN	SECRETARY	004.00	Officer Director	$0	$0	$0
CATHY ALLEN	TREASURER	006.00	Officer Director	$0	$0	$0
LARRY GREEN	BOARD MEMBER	N/A	Director	$0	$0	$0
LAURIE CRONK	BOARD MEMBER	N/A	Director	$0	$0	$0
KAREN LAUN	BOARD MEMBER	N/A	Director	$0	$0	$0
JOAN GARNER	BOARD MEMBER	N/A	Director	$0	$0	$0
CHRISTINE HOLTKAMP	BOARD MEMBER	N/A	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$55,811	$60,176	$2,023,144	$-4,365
2024	$176,488	$43,953	$1,971,778	$132,535
2023	$47,777	$34,846	$1,772,683	$12,931
2022	$45,726	$31,362	$1,772,444	$14,364
2021	$43,291	$28,355	$1,767,172	$14,936
2020	$28,603	$28,882	$1,554,640	$-279
2019	$548,440	$43,083	$1,584,751	$505,357
2018	$33,426	$37,955	$1,041,848	$-4,529