Crete Bicentennial Society Inc (EIN 363989477) - 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

1975

Legal Domicile

Principal Officer

Janet Jeffries

Tax Period

2023-01-01 to 2023-12-31

Crete Bicentennial Society Inc, founded in 1975, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $20K in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $23K exceeded revenue, resulting in a 16% operating deficit.

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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 $130

Program Service Revenue $528

Investment Income $18,555

Other Revenue $458

TOTAL REVENUE $19,671

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,580

Other Expenses $22,913

TOTAL EXPENSES $22,913

Year-over-Year Comparison

	2023	2022	Change
Revenue	$19,671	$31,903	-0.4%
Expenses	$22,913	$43,600	-0.5%
Net Income	$-3,242	$-11,697	-0.7%

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
Fran Siedhoff	Trustee	1.00	Director	$0	$0	$0
Debbie Prokop	Trustee	1.00	Director	$0	$0	$0
Teri Shestak	Trustee	1.00	Director	$0	$0	$0
Larry Shestak	Trustee	1.00	Director	$0	$0	$0
Laura Gilbert	Trustee	1.00	Director	$0	$0	$0
Guy R Svec	Trustee	1.00	Director	$0	$0	$0
Scott Kuncl	Vice Pres	3.00	Officer	$0	$0	$0
Janet Jeffries	President	3.00	Officer	$0	$0	$0
Kathryn Sand	Treasurer	2.00	Officer	$0	$0	$0
Kathleen Martin	Secretary	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
2024	No data	No data	No data	No data
2023	$19,671	$22,913	$962,663	$-3,242
2022	$31,903	$43,600	$933,291	$-11,697
2021	$44,231	$23,055	$993,643	$21,176
2020	$33,289	$23,115	$947,003	$10,174
2019	$32,216	$30,288	$923,231	$1,928
2018	$16,626	$17,723	$871,035	$-1,097

Crete Bicentennial Society Inc