NORTH BERRIEN HISTORICAL SOCIETY

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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

1966

Legal Domicile

Principal Officer

SCOTT YOUNG

Phone

2694683330

Tax Period

2023-09-01 to 2024-08-31

NORTH BERRIEN HISTORICAL SOCIETY, founded in 1966, is a small nonprofit that reported $287K in total revenue in fiscal year 2023. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $107K, a strong 37% operating margin.

Mission

TO PRESERVE AND DISTRIBUTE INFORMATION REGARDING THE HISTORY OF NORTH BERRIEN COUNTY.

Program Service Accomplishments

Program 1

Expenses: $104,417 Revenue: $9,095

PROMOTE RESEARCH, ENCOURAGE LEARNING, AND DISSEMINATE KNOWLEDGE OF THE HISTORY OF NORTH BERRIEN COUNTY THROUGH THE OPERATION OF THE NORTH BERRIEN HISTORICAL SOCIETY MUSEUM IN COLOMA, MICHIGAN.

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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 $269,087

Program Service Revenue $9,095

Investment Income $8,012

Other Revenue $618

TOTAL REVENUE $286,812

Expense Breakdown

Grants Paid $0

Salaries & Benefits $78,455

Fundraising Expenses $10,751

Program Expenses $104,417

Other Expenses $101,652

TOTAL EXPENSES $180,107

Year-over-Year Comparison

	2023	2022	Change
Revenue	$286,812	$240,112	+0.2%
Expenses	$180,107	$190,291	-0.1%
Net Income	$106,705	$49,821	+1.1%

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

$43,439

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PETER COOK	EXECUTIVE DI	40.00	Officer	$43,439	$0	$43,439
CARABETH CULBY	OFFICER	1.00	Officer	$0	$0	$0
KANDYCE HAYS	OFFICER	1.00	Officer	$0	$0	$0
GREG KRELL	TREASURER	3.00	Officer	$0	$0	$0
DAVID MOSS	ASSISTANT TR	1.00	Officer	$0	$0	$0
FRED MUNCHOW	1ST VICE PRE	3.00	Officer	$0	$0	$0
MARTHA PAULSEN	2ND VICE PRE	1.00	Officer	$0	$0	$0
CINDY YOUNG	SECRETARY	11.00	Officer	$0	$0	$0
SCOTT YOUNG	PRESIDENT	8.00	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	No data	No data	No data	No data
2024	$286,812	$180,107	$793,473	$106,705
2023	$240,112	$190,291	$684,084	$49,821
2022	$206,508	$196,883	$635,092	$9,625
2021	$191,979	$206,050	$625,467	$-14,071
2020	$202,955	$176,457	$639,538	$26,498
2019	$207,581	$176,817	$613,040	$30,764