HISTORICAL SOCIETY OF UPPER ST CLAIR (EIN 251832381) - 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

1999

Legal Domicile

Principal Officer

RACHEL H CARLSON

Phone

4128352050

Tax Period

2024-01-01 to 2024-12-31

HISTORICAL SOCIETY OF UPPER ST CLAIR, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $302K in total revenue in fiscal year 2024. The organization ran a surplus of $109K, a strong 36% operating margin.

Mission

OPERATES A WORKING PA FARM TO PROVIDE HISTORICAL, CULTURAL OR RELATED RESOURCES TO THE COMMUNITY.

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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 $251,722

Program Service Revenue $0

Investment Income $49,930

Other Revenue $181

TOTAL REVENUE $301,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $173,400

Other Expenses $192,794

TOTAL EXPENSES $192,794

Year-over-Year Comparison

	2024	2023	Change
Revenue	$301,833	$279,599	+0.1%
Expenses	$192,794	$168,023	+0.1%
Net Income	$109,039	$111,576	0.0%

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

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
RACHEL H CARLSON	PRESIDENT	25.00	Officer Director	$0	$0	$0
ROGER W HEINS	TREASURER	20.00	Officer Director	$0	$0	$0
BRUCE FIFE	DIRECTOR	1.00	Director	$0	$0	$0
DR TIMOTHY WAGNER	DIRECTOR	5.00	Director	$0	$0	$0
HALEY ROBERTS	DIRECTOR	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
2024	$300,915	$191,876	$3,530,747	$109,039
2024	$301,833	$192,794	$3,530,747	$109,039
2023	$280,076	$168,500	$3,370,831	$111,576
2023	$279,599	$168,023	$3,370,831	$111,576
2022	$175,820	$156,027	$3,134,597	$19,793
2021	$222,705	$111,671	$3,553,177	$111,034
2020	$165,876	$114,069	$3,314,861	$51,807
2019	$116,118	$96,603	$3,193,774	$19,515
2018	$151,404	$109,892	$2,969,225	$41,512

HISTORICAL SOCIETY OF UPPER ST CLAIR