ROSELLE HISTORICAL FOUNDATION (EIN 363545680) - 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

1987

Legal Domicile

Principal Officer

RAY HITZEMAN

Phone

6303515300

Tax Period

2021-01-01 to 2021-12-31

ROSELLE HISTORICAL FOUNDATION, founded in 1987, is a small nonprofit in the Arts, Culture & Humanities sector that reported $281K in total revenue in fiscal year 2021. Revenue surged 669% from the prior year, signaling strong growth momentum. The organization ran a surplus of $228K, a strong 81% operating margin.

Mission

OUR MISSION IS TO MAINTAIN AND ENHANCE A HISTORICALLY ACCURATE MUSEUM WITH PRIMARY FOCUS ON ROSELLE AND SURROUNDING AREAS. TO COLLECT LOCAL ARTIFACTS OF YESTERDAY AND TODAY THAT WILL BE OUR VILLAGE HISTORY AND PRIDE TOMORROW. TO PROVIDE A DYNAMIC HISTORICAL AND EDUCATIONAL RESOURCE FOR OUR RESIDENTS AND VISITORS.

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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 (2021)

Revenue Breakdown

Contributions & Grants $269,095

Program Service Revenue $8,946

Investment Income $63

Other Revenue $3,358

TOTAL REVENUE $281,462

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $48,088

Other Expenses $53,150

TOTAL EXPENSES $53,150

Year-over-Year Comparison

	2021	2020	Change
Revenue	$281,462	$36,612	+6.7%
Expenses	$53,150	$30,176	+0.8%
Net Income	$228,312	$6,436	+34.5%

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
JEFF ENGEL	Treasurer	10.00	Officer Director	$0	$0	$0
RAY HITZEMAN	President	10.00	Officer Director	$0	$0	$0
TOM PIORKOWSKI	Secretary	10.00	Officer Director	$0	$0	$0
JOHN BINNEBOESE	Director	5.00	Director	$0	$0	$0
JOAN BEAUPREZ	Director	5.00	Director	$0	$0	$0
LEE BEAUPREZ	Director	5.00	Director	$0	$0	$0
WALTER LOTZ	Director	5.00	Director	$0	$0	$0
TIM GRASSO	Director	5.00	Director	$0	$0	$0
JANICE WOOD	Director	5.00	Director	$0	$0	$0
WALTER BRIENAS	Director	5.00	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
2021	$281,462	$53,150	$269,756	$228,312

ROSELLE HISTORICAL FOUNDATION