UNION COUNTY 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

1971

Legal Domicile

Principal Officer

JOHN LAWRENCE

Phone

5753742977

Tax Period

2025-01-01 to 2025-12-31

UNION COUNTY HISTORICAL SOCIETY, founded in 1971, is a micro nonprofit that reported $83K in total revenue in fiscal year 2025. Revenue surged 22% from the prior year, signaling strong growth momentum. Net assets of $569K represent 82 months of operating reserves.

Mission

SUPPORTS THE HERZSTEIN MEMORIAL MUSEUM IN PRESERVING THE CULTURAL HERITAGE OF UNION COUNTY, NEW MEXICO

Program Service Accomplishments

Program 1

Expenses: $89,164 Revenue: $83,103

THE UNION COUNTY HISTORICAL SOCIETY HOSTS MONTHLY PROGRAMS OF LOCAL AND REGIONAL HISTORICAL NATURE WHICH ATTRACTS 30-70 GUESTS EACH MONTH. THESE PROGRAMS ARE OPEN TO THE PUBLIC

Program 2

Expenses: $0 Revenue: $0

THE UNION COUNTY HISTORICAL SOCIETY ISSUES A QUARTERLY REVIEW (NEWSLETTER) TO INFORM MEMBERS AND PROSPECTIVE MEMBERS OF ACTIVITIES, EVENTS, EXHIBITS, INTERESTING NEWS AND LOCAL HISTORY AT THE MUSEUM.

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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 (2025)

Revenue Breakdown

Contributions & Grants $68,670

Program Service Revenue $0

Investment Income $9,035

Other Revenue $5,398

TOTAL REVENUE $83,103

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $37,928

Fundraising Expenses $0

Program Expenses $89,164

Other Expenses $49,236

TOTAL EXPENSES $89,164

Year-over-Year Comparison

	2025	2024	Change
Revenue	$83,103	$67,893	+0.2%
Expenses	$89,164	$75,252	+0.2%
Net Income	$-6,061	$-7,359	-0.2%

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
JOHN LAWRENCE	PRESIDENT	3.00	Officer	$0	$0	$0
TIM HODO	VICE PRESIDENT	2.00	Officer	$0	$0	$0
DAVID DRUMM	MEMBER	3.00	Director	$0	$0	$0
RUSTY KOHLER	MEMBER	1.00	Director	$0	$0	$0
JIM HATCH	HONORARY MEMBER	1.00	Director	$0	$0	$0
ALYSSA LAWRENCE	JUNIOR MEMBER	1.00	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	$83,103	$89,164	$570,162	$-6,061
2024	$67,893	$75,252	$575,020	$-7,359
2023	$200,512	$68,664	$579,667	$131,848
2021	$327,736	$110,024	$478,781	$217,712