THE UNIONVILLE TAVERN PRESERVATION SOCIETY (EIN 453742052) - 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

2011

Legal Domicile

Principal Officer

ERIN CICERO

Phone

4404178299

Tax Period

2024-01-01 to 2024-12-31

THE UNIONVILLE TAVERN PRESERVATION SOCIETY, founded in 2011, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $41K in total revenue in fiscal year 2024. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $64K exceeded revenue, resulting in a 56% operating deficit.

Mission

PRESERVATION OF BUILDINGS AND GROUNDS OF THE UNIONVILLE TAVERN

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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 (2024)

Revenue Breakdown

Contributions & Grants $41,071

Program Service Revenue $0

Investment Income $1

Other Revenue $0

TOTAL REVENUE $41,072

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $8,077

Program Expenses $19,831

Other Expenses $63,892

TOTAL EXPENSES $63,892

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,072	$97,055	-0.6%
Expenses	$63,892	$50,306	+0.3%
Net Income	$-22,820	$46,749	-1.5%

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

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
ERIN CICERO	PRESIDENT	15.00	Director	$0	$0	$0
BRIAN HORGAN	VP OPERATIONS/SECRETARY	12.00	Director	$0	$0	$0
MARCUS PETERSEN	VP PROJECT MGMT	7.00	Director	$0	$0	$0
TOM HEARN	DIRECTOR COMMUNITY AFFAIRS	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	$41,072	$63,892	$709,078	$-22,820
2023	$97,055	$50,306	$731,717	$46,749
2022	$34,936	$43,929	$684,968	$-8,993
2021	$227,958	$72,016	$693,962	$155,942
2020	$128,945	$47,929	$538,021	$81,016
2018	$155,331	$69,656	$429,525	$85,675

THE UNIONVILLE TAVERN PRESERVATION SOCIETY