MONROE COUNTY HISTORICAL ASSN ENDO… - 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

2005

Legal Domicile

Principal Officer

ANDREW FRANSON

Phone

5704763900

Tax Period

2025-01-01 to 2025-12-31

MONROE COUNTY HISTORICAL ASSN ENDOWMENT, founded in 2005, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $85K in total revenue in fiscal year 2025. The organization ran a surplus of $15K, a strong 18% operating margin.

Mission

ENDOWMENT FUND ESTABLISHED TO PROVIDE FUNDS TO THE MONROE COUNTY HISTORICAL ASSOCIATION LOCATED IN STROUDSBURG, PA.

Program Service Accomplishments

Program 1

Expenses: $53,053

PROVIDE OPERATING FUNDS FOR PAYMENT OF PROFESSIONAL STAFF AND FOR CAPITAL IMPROVEMENTS OF THE MONROE COUNTY HISTORICAL ASSOCIATION.

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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 $250

Program Service Revenue $0

Investment Income $85,019

Other Revenue $0

TOTAL REVENUE $85,269

Expense Breakdown

Grants Paid $53,053

Salaries & Benefits $14,202

Fundraising Expenses $0

Program Expenses $53,053

Other Expenses $2,847

TOTAL EXPENSES $70,102

Year-over-Year Comparison

	2025	2024	Change
Revenue	$85,269	$84,051	+0.0%
Expenses	$70,102	$71,531	0.0%
Net Income	$15,167	$12,520	+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

N/A

Volunteers

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
JEFFREY L WRIGHT	CO TRUSTEE	1.0	Director	$0	$0	$0
PATRICIA J SAYLOR	CO TRUSTEE	1.0	Director	$0	$0	$0
N/A	CO TRUSTEE	1.0		$1,236	$0	$1,236
N/A	CO TRUSTEE	1.0		$12,965	$0	$12,965

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	$85,269	$70,102	$1,242,784	$15,167
2024	$84,051	$71,531	$1,227,135	$12,520
2023	$34,054	$71,717	$1,214,857	$-37,663
2022	$53,465	$74,319	$1,253,296	$-20,854
2021	$149,167	$70,835	$1,274,971	$78,332
2020	$22,445	$68,263	$1,194,977	$-45,818
2019	$63,498	$66,708	$1,244,265	$-3,210

MONROE COUNTY HISTORICAL ASSN ENDOWMENT