UNION COUNTY HISTORICAL SOCIETY (EIN 570728737) - 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

1988

Legal Domicile

Phone

8644295081

Tax Period

2024-01-01 to 2024-12-31

UNION COUNTY HISTORICAL SOCIETY, founded in 1988, is a micro nonprofit that reported $90K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $126K exceeded revenue, resulting in a 40% operating deficit.

Mission

EDUCATIONAL PROMOTION OF LOCAL AND REGIONAL HISTORICAL FACTS

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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 $78,397

Program Service Revenue $0

Investment Income $9,024

Other Revenue $2,739

TOTAL REVENUE $90,160

Expense Breakdown

Grants Paid $0

Salaries & Benefits $48,406

Fundraising Expenses $0

Program Expenses $75,718

Other Expenses $77,763

TOTAL EXPENSES $126,169

Year-over-Year Comparison

	2024	2023	Change
Revenue	$90,160	$138,719	-0.4%
Expenses	$126,169	$715,439	-0.8%
Net Income	$-36,009	$-576,720	-0.9%

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

263

Independent Members

263

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HOWARD LAWSON	EXECUTIVE DIRECTOR	30.00	Highest	$26,481	$0	$26,481
JERRY WILLIAMS	PRESIDENT	4.00	Officer	$0	$0	$0
RICK SIZEMORE	VICE PRESIDENT	2.00	Officer	$0	$0	$0
DONNA LONG	SECRETARY	2.00	Officer	$0	$0	$0
BILL COMER	TREASURER	2.00	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
2024	$90,160	$126,169	$1,677,854	$-36,009
2023	$138,719	$715,439	$1,672,315	$-576,720
2022	$127,762	$139,500	$2,181,691	$-11,738
2021	$166,131	$111,201	$2,329,437	$54,930
2020	$129,368	$110,670	$2,201,786	$18,698
2019	$112,125	$103,229	$1,782,489	$8,896
2018	$99,617	$89,632	$1,863,518	$9,985

UNION COUNTY HISTORICAL SOCIETY