Union Literary Institute Preservation Society Inc (EIN 351777788) - 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

1989

Legal Domicile

Principal Officer

SHARI L PETERSIME

Phone

7659772679

Tax Period

2025-01-01 to 2025-12-31

Union Literary Institute Preservation Society Inc, founded in 1989, is a small nonprofit in the Arts, Culture & Humanities sector that reported $171K in total revenue in fiscal year 2025. The organization ran a surplus of $150K, a strong 87% operating margin.

Mission

The Union Literary Institute Preservation Society ULIPS is an Indiana non-profit dedicated to promote and preserve the historical character associations and architecture of the Greenville Negro Settlement Longtown in Greens Fork Township Randolph County Indiana and in Liberty Township Darke County Ohio.

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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 $171,340

Program Service Revenue $0

Investment Income $-397

Other Revenue $510

TOTAL REVENUE $171,453

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $106

Program Expenses $20,102

Other Expenses $21,611

TOTAL EXPENSES $21,611

Year-over-Year Comparison

	2025	2024	Change
Revenue	$171,453	N/A	N/A
Expenses	$21,611	N/A	N/A
Net Income	$149,842	$0	N/A

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
SARAH MITCHELL	PRESIDENT	1.00	Officer	$0	$0	$0
TOM HARSHMAN	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JAYNE BEILKE	SECRETARY	1.00	Officer	$0	$0	$0
SUNNY MITCHELL	TREASURER	1.00	Officer	$0	$0	$0
JOAN PIKE	DIRECTOR	1.00	Officer	$0	$0	$0
BRENDA JETT	DIRECTOR	1.00	Officer	$0	$0	$0
ALAN TAYLOR	DIRECTOR	1.00	Officer	$0	$0	$0
CRAIG LEONARD	DIRECTOR	1.00	Officer	$0	$0	$0
GREG CLEMENS	DIRECTOR	1.00	Officer	$0	$0	$0
RICHARD MILLER	DIRECTOR	1.00	Officer	$0	$0	$0
RICKY COTTMAN	DIRECTOR	1.00	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
2025	$171,453	$21,611	$247,326	$149,842

Union Literary Institute Preservation Society Inc