UNION COUNTY HISTORICAL SOCIETY (EIN 460409433) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Phone

6055653001

Tax Period

2024-01-01 to 2024-12-31

UNION COUNTY HISTORICAL SOCIETY, founded in 1988, is a micro nonprofit that reported $17K in total revenue in fiscal year 2018. Revenue decreased 9% compared to the prior year. Expenses of $25K exceeded revenue, resulting in a 45% operating deficit.

Mission

TO MAINTAIN AND PRESERVE THE HISTORY OF UNION COUNTY THE MOST SIGNIFICANT ACTIVITIY IS MAINTENANCE OF LOCAL HISTORICAL MUSEUM WHICH IS OPEN AND FREE TO ALL INTERESTED PARTIES

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,503

Program Service Revenue $0

Investment Income $21,267

Other Revenue $46,732

TOTAL REVENUE $76,502

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $35,778

Other Expenses $35,778

TOTAL EXPENSES $35,778

Year-over-Year Comparison

	2024	2023	Change
Revenue	$76,502	$76,743	0.0%
Expenses	$35,778	$66,459	-0.5%
Net Income	$40,724	$10,284	+3.0%

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
DALE HARKNESS	PRESIDENT	5.00	Officer	$0	$0	$0
JANA FOLTZ	VICE PRESIDENT	5.00	Officer	$0	$0	$0
KIM BAKER	SECRETARY	5.00	Officer	$0	$0	$0
KATHLEEN NOLL	TREASURER	5.00	Officer	$0	$0	$0
CAROLYN HARKNESS	BOARD MEMBER	2.00	Director	$0	$0	$0
RONI BURNS	BOARD MEMBER	2.00	Director	$0	$0	$0
PAT HALE	BOARD MEMBER	2.00	Director	$0	$0	$0
NILS GROSSMAN	BOARD MEMBER	2.00	Director	$0	$0	$0
CARMENT WILCOX	BOARD MEMBER	2.00	Director	$0	$0	$0
DEB MATHYS	BOARD MEMBER	2.00	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	$76,502	$35,778	$578,240	$40,724
2023	$76,743	$66,459	$575,917	$10,284
2022	$124,315	$43,041	$459,440	$81,274
2021	$19,798	$30,395	$436,666	$-10,597
2020	$15,588	$21,458	$460,133	$-5,870
2019	$24,065	$29,463	$481,401	$-5,398
2018	$17,134	$24,888	$499,716	$-7,754

UNION COUNTY HISTORICAL SOCIETY