UNION COUNTY HISTORICAL SOCIETY (EIN 232136493) - Form 990 Financial Analysis & Trantor Score

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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

1964

Legal Domicile

Principal Officer

BRUCE TEEPLE

Phone

5705248666

Tax Period

2023-01-01 to 2023-12-31

UNION COUNTY HISTORICAL SOCIETY, founded in 1964, is a small nonprofit that reported $147K in total revenue in fiscal year 2023. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $62K, a strong 42% operating margin.

Mission

EDUCATION & PRESERVATION OF 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 (2023)

Revenue Breakdown

Contributions & Grants $109,552

Program Service Revenue $10,200

Investment Income $8,678

Other Revenue $18,534

TOTAL REVENUE $146,964

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $81,774

Other Expenses $84,870

TOTAL EXPENSES $84,870

Year-over-Year Comparison

	2023	2022	Change
Revenue	$146,964	$102,569	+0.4%
Expenses	$84,870	$84,448	+0.0%
Net Income	$62,094	$18,121	+2.4%

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
BARB FRANCK	BOARD MEMBER	1.00	Director	$0	$0	$0
MIKE MOLESEVICH	BOARD MEMBER	1.00	Director	$0	$0	$0
SUE RAPP	BOARD MEMBER	1.00	Director	$0	$0	$0
DARREN RHYNE	BOARD MEMBER	1.00	Director	$0	$0	$0
CHRISTINE SPERLING	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY SWOPE	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL BROBST	VICE PRESIDE	3.00	Officer	$0	$0	$0
PHYLLIS DYER	TREASURER	5.00	Officer	$0	$0	$0
BRUCE TEEPLE	PRESIDENT	5.00	Officer	$0	$0	$0
MATTHEW WAGNER	SECRETARY	5.00	Officer	$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	$146,964	$84,870	$755,617	$62,094
2022	$102,569	$84,448	$488,852	$18,121
2021	$91,047	$73,714	$507,637	$17,333
2020	$74,794	$65,260	$482,873	$9,534
2019	$76,974	$76,112	$429,929	$862
2018	$64,773	$77,152	$429,067	$-12,379

UNION COUNTY HISTORICAL SOCIETY