UNION MILLS HOMESTEAD FOUNDATION I… - Form 990 Financial Data

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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

1977

Legal Domicile

Principal Officer

MR JAMES M SHRIVER III

Phone

4108482288

Tax Period

2023-10-01 to 2024-09-30

UNION MILLS HOMESTEAD FOUNDATION INC, founded in 1977, is a small nonprofit that reported $228K in total revenue in fiscal year 2023. Net assets of $1.3M represent 68 months of operating reserves.

Mission

TO OPERATE, PRESERVE, AND MAINTAIN THE HISTORIC UNION MILLS HOMESTEAD AND ITS ARTIFACTS FOR ITS HISTORIC SIGNIFICANCE, AND TO BE A MUSEUM OF CHOICE FOR EDUCATIONAL PROGRAMS, LIVING HISTORY PROGRAMS, LECTURES, SYMPOSIUMS, TOURS, AND OTHER SPECIAL EVENTS AND ACTIVITIES FOR THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $190,417 Revenue: $5,790

THE HOMESTEAD MAINTAINED THE MUSEUM, GRIST MILL, MILLER'S HOUSE, BLACKMITH SHOP, TANNERY, AND RELATED ARTIFACTS TO BE PRESENTABLE TO THE PUBLIC. DURING 2023, THE HOMESTEAD PROVIDED 1,778 TOURS.

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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 $73,872

Program Service Revenue $5,790

Investment Income $62,039

Other Revenue $86,660

TOTAL REVENUE $228,361

Expense Breakdown

Grants Paid $256

Salaries & Benefits $109,283

Fundraising Expenses $12,178

Program Expenses $190,417

Other Expenses $126,460

TOTAL EXPENSES $235,999

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,361	$225,139	+0.0%
Expenses	$235,999	$155,682	+0.5%
Net Income	$-7,638	$69,457	-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

230

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

$39,913

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MR KYLE DALTON	EXECUTIVE DI	20.00	Officer	$39,913	$0	$39,913
MR SAMUEL RILEY	PRESIDENT	0.00	Officer Director	$0	$0	$0
MR JAMES M SHRIVER III	SECRETARY/TR	0.00	Officer Director	$0	$0	$0
MR STANLEY YEAKEL	VICE PRESIDE	0.00	Officer Director	$0	$0	$0
MR FERDINAND RUPPEL	DIRECTOR	0.00	Director	$0	$0	$0
MRS JANE SHARPE	DIRECTOR	0.00	Director	$0	$0	$0
MR WILLIAM KLINGER	DIRECTOR	0.00	Director	$0	$0	$0
MRS HELEN HOSFELD	DIRECTOR	0.00	Director	$0	$0	$0
MR DAVID M SHRIVER	DIRECTOR	0.00	Director	$0	$0	$0
MRS SHARON SHEPPARD	DIRECTOR	0.00	Director	$0	$0	$0
MR BF SHRIVER	DIRECTOR	0.00	Director	$0	$0	$0
MR HENRY FRANKLIN	DIRECTOR	0.00	Director	$0	$0	$0
MS HELEN MACSHERRY	DIRECTOR	0.00	Director	$0	$0	$0
MR TONY ECKARD	DIRECTOR	0.00	Director	$0	$0	$0
MRS CHRISTINE SHRIVER	DIRECTOR	0.00	Director	$0	$0	$0
MR RICHARD MANCINI	DIRECTOR	0.00	Director	$0	$0	$0
MRS BETH HILL	DIRECTOR	0.00	Director	$0	$0	$0
MR JONATHAN CARTER-RUPPELL	DIRECTOR	0.00	Director	$0	$0	$0
DR CORNELIUS P DARCY	HONORARY DIR	0.00	Director	$0	$0	$0
MRS MARLENE LUFRIU	HONORARY DIR	0.00	Director	$0	$0	$0
MR PAT SHIRLEY	HONORARY DIR	0.00	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	$228,361	$235,999	$1,296,180	$-7,638
2023	$225,139	$155,682	$1,105,617	$69,457
2022	$244,155	$165,905	$1,025,266	$78,250
2021	$220,425	$164,605	$1,222,265	$55,820
2020	$130,327	$136,380	$1,047,290	$-6,053
2019	$229,340	$154,065	$1,002,359	$75,275
2018	$148,644	$145,533	$948,686	$3,111

UNION MILLS HOMESTEAD FOUNDATION INC