GREATER BUCKEYE LAKE HISTORICAL SOCIETY (EIN 311443773) - 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

1994

Legal Domicile

Principal Officer

JAMIE BOGDEN

Phone

7409291998

Tax Period

2023-01-01 to 2023-12-31

GREATER BUCKEYE LAKE HISTORICAL SOCIETY, founded in 1994, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $42K in total revenue in fiscal year 2023. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $86K exceeded revenue, resulting in a 102% operating deficit.

Mission

TO MAINTAIN A HISTORICAL MUSEUM WHICH WILL PRESERVE MATERIALS, STRUCTURES AND LANDMARKS FROM THE GREATER BUCKEYE LAKE AREA

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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 $24,432

Program Service Revenue $0

Investment Income $188

Other Revenue $17,799

TOTAL REVENUE $42,419

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,644

Fundraising Expenses $0

Program Expenses $45,522

Other Expenses $64,165

TOTAL EXPENSES $85,809

Year-over-Year Comparison

	2023	2022	Change
Revenue	$42,419	$117,390	-0.6%
Expenses	$85,809	$81,519	+0.1%
Net Income	$-43,390	$35,871	-2.2%

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

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

$20,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J-ME BRAIG-BOGDEN	DIRECTOR	40.00	Key Emp Highest	$20,000	$0	$20,000
LUANN COOPERIDER	PRESIDENT	3.00	Officer	$0	$0	$0
DANIELLE COOPERIDER	SECRETARY	3.00	Officer	$0	$0	$0
JAN DIAGEO	TREASURER	4.00	Officer	$0	$0	$0
CHARLOTTE BASNETT	ACQUISITIONS	2.00	Director	$0	$0	$0
DAVE LAWRENCE	CODE OF REGULATIONS	2.00	Director	$0	$0	$0
MARIANNE PERINE	GROUNDS & BLDGS	2.00	Director	$0	$0	$0
CHARLENE HAYDEN	HISTORICAL PRESERVATION	2.00	Director	$0	$0	$0
KAYE HARTMAN	VICE PRESIDENT	2.00	Director	$0	$0	$0
JOHN HOERMIE	BOARD MEMBER	2.00	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	No data	No data	No data	No data
2023	$42,419	$85,809	$672,974	$-43,390
2022	$117,390	$81,519	$718,665	$35,871
2021	$81,636	$73,622	$685,174	$8,014
2020	$51,459	$89,397	$679,909	$-37,938
2019	$95,669	$64,938	$720,094	$30,731
2018	$97,244	$59,903	$630,037	$37,341

GREATER BUCKEYE LAKE HISTORICAL SOCIETY