PIERMONT 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

2000

Legal Domicile

Principal Officer

BRUCE TUCKER

Tax Period

2019-01-01 to 2019-12-31

PIERMONT HISTORICAL SOCIETY, founded in 2000, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $20K in total revenue in fiscal year 2019. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $8K, a strong 38% operating margin.

Mission

TO EDUCATE RESIDENTS, STUDENTS, AND VISITORSON THE HISTOR OF THE VILLAGE OF PIERMONT INCLUDING NOTABLE RESIDENTS, HISTORICAL STRUCTURES, GROWTH ANDCONTRIBUTIONS TO WORLD WAR II

Program Service Accomplishments

Program 1

Expenses: $7,862

EDUCATED VISITORS AND RESIDENT ABOUT THE HISTORY OF PIERMONTNY INCLUDING THE VILLAGESCONTRIBUTION TO WORLD WAR 2

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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 (2019)

Revenue Breakdown

Contributions & Grants $8,297

Program Service Revenue $0

Investment Income $0

Other Revenue $12,110

TOTAL REVENUE $20,407

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,760

Program Expenses $7,862

Other Expenses $12,566

TOTAL EXPENSES $12,566

Year-over-Year Comparison

	2019	2018	Change
Revenue	$20,407	$13,375	+0.5%
Expenses	$12,566	$36,746	-0.7%
Net Income	$7,841	$-23,371	-1.3%

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
BARBARA SCHEULEN	PRESIDENT	005.00	Officer Director	$0	$0	$0
PATRICIA PANAYOTIDIS	VICE PRESIDENT	002.00	Officer Director	$0	$0	$0
BRUCE TUCKER	TREASURER	005.00	Officer Director	$0	$0	$0
BETSY FRANCO FEENEY	SECRETARY	002.00	Officer Director	$0	$0	$0
DENNIS HARDY	BOARD MEMBER	001.00	Officer Director	$0	$0	$0
EOLA ASNARD	BOARD MEMBER	001.00	Officer Director	$0	$0	$0
RICHARD ESNARD	BOARD	001.00	Officer 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
2019	$20,407	$12,566	$11,233	$7,841