MACOMB COUNTY HISTORICAL SOCIETY ENDOWMENT FUND (EIN 382500945) - 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

1965

Legal Domicile

Principal Officer

BARB DEMPSEY

Phone

5864652488

Tax Period

2022-05-01 to 2023-04-30

MACOMB COUNTY HISTORICAL SOCIETY ENDOWMENT FUND, founded in 1965, is a micro nonprofit that reported $15K in total revenue in fiscal year 2022. Revenue fell 85% from the prior year — a significant decline worth monitoring. Expenses of $45K exceeded revenue, resulting in a 207% operating deficit.

Mission

THE PRESERVATION OF A HISTORICAL HOUSE AND PERIOD ARTIFACTS IN MOUNT CLEMENS MICHIGAN. PEOPLE OF ALL AGES WHO WISH TO LEARN ABOUT HISTORICAL ITEMS ARE BENEFITED BY OUR ORGANIZATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $34,869

Other Revenue $-20,273

TOTAL REVENUE $14,596

Expense Breakdown

Grants Paid $32,065

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,065

Other Expenses $12,785

TOTAL EXPENSES $44,850

Year-over-Year Comparison

	2022	2021	Change
Revenue	$14,596	$98,233	-0.9%
Expenses	$44,850	$56,004	-0.2%
Net Income	$-30,254	$42,229	-1.7%

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
BARB DEMPSEY	PRESIDENT	3.00	Officer Director	$0	$0	$0
ROSS CHAMPION	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
DIANE DUEWEKE	SECRETARY	3.00	Officer Director	$0	$0	$0
PAULA LOVINER	TREASURER	3.00	Officer Director	$0	$0	$0
NEIL LOVINER	FINANCIAL AD	3.00	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	$14,596	$44,850	$1,049,867	$-30,254
2022	$98,233	$56,004	$1,080,121	$42,229
2021	$48,142	$50,698	$1,102,608	$-2,556
2020	$26,470	$47,762	$956,425	$-21,292
2019	$55,077	$47,676	$1,057,343	$7,401

MACOMB COUNTY HISTORICAL SOCIETY ENDOWMENT FUND