MONROE COUNTY HISTORICAL ASSOCIATI… - Form 990 Financial Data

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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

1928

Legal Domicile

Principal Officer

RUSSELL D SCOTT

Phone

5704217703

Tax Period

2023-01-01 to 2023-12-31

MONROE COUNTY HISTORICAL ASSOCIATION INC, founded in 1928, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue fell 48% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1.0M, a strong 75% operating margin.

Mission

THE MONROE COUNTY HISTORICAL ASSOCIATION IS A CULTURAL AND LEARNING CENTER THAT ASSISTS OUR DIVERSE COMMUNITY OF RESIDENTS AND VISITORS IN CONNECTING THE COUNTY'S PAST WITH THE PRESENT.

Program Service Accomplishments

Program 1

Expenses: $236,090 Revenue: $1,482

THROUGH LECTURES, WORKSHOPS AND TOURS, THE MONROE COUNTY HISTORICAL ASSOCIATION EDUCATES THE PUBLIC ABOUT MONROE COUNTY HISTORY. THE ASSOCIATION'S LIBRARY PROVIDES GENEALOGICAL REFERENCE MATERIAL TO THOSE RESEARCHING THEIR FAMILY HISTORY. THROUGH ITS PARTICIPATION IN LOCAL COMMUNITY ACTIVITIES, THE ASSOCIATION CONTINUES TO BRING TO THE PRESENT MONROE COUNTY'S PAST.

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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 (2023)

Revenue Breakdown

Contributions & Grants $1,111,233

Program Service Revenue $1,482

Investment Income $185,790

Other Revenue $68,003

TOTAL REVENUE $1,366,508

Expense Breakdown

Grants Paid $0

Salaries & Benefits $162,603

Fundraising Expenses $61,895

Program Expenses $236,090

Other Expenses $174,798

TOTAL EXPENSES $337,401

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,366,508	$2,651,112	-0.5%
Expenses	$337,401	$255,434	+0.3%
Net Income	$1,029,107	$2,395,678	-0.6%

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

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
RUSSELL D SCOTT	PRESIDENT	N/A	Officer	$0	$0	$0
CARRIE WETHERBEE	VICE PRESIDE	N/A	Officer	$0	$0	$0
PATRICIA J SAYLER	TREASURER	N/A	Officer	$0	$0	$0
MARGOT VAGLIARDO	DIRECTOR	N/A	Director	$0	$0	$0
MICHELLE BISBING	DIRECTOR	N/A	Director	$0	$0	$0
CHARLES EYER	DIRECTOR	N/A	Director	$0	$0	$0
LOIS GILROY	DIRECTOR	N/A	Director	$0	$0	$0
JOHN LEFANTE	DIRECTOR	N/A	Director	$0	$0	$0
BILL LEONARD	DIRECTOR	N/A	Director	$0	$0	$0
ANTHONY STEVENS-ARROYO	DIRECTOR	N/A	Director	$0	$0	$0
LINDA BUSHKOFSKY	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT MOSES	DIRECTOR	N/A	Director	$0	$0	$0
PRECIE SCHROYER	SECRETARY	N/A	Officer	$0	$0	$0
KEN SANDRI	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$1,366,508	$337,401	$7,348,592	$1,029,107
2022	$2,651,112	$255,434	$5,633,327	$2,395,678
2021	$2,100,226	$221,938	$3,234,498	$1,878,288
2020	$198,952	$297,351	$1,328,475	$-98,399
2019	$264,419	$213,967	$1,408,334	$50,452
2018	$164,332	$183,622	$1,362,989	$-19,290

MONROE COUNTY HISTORICAL ASSOCIATION INC