USEPPA ISLAND HISTORICAL SOCIETY (EIN 592383891) - 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

1984

Legal Domicile

Principal Officer

LINDA COLGAN

Phone

2392839600

Tax Period

2023-01-01 to 2023-12-31

USEPPA ISLAND HISTORICAL SOCIETY, founded in 1984, is a small nonprofit that reported $353K in total revenue in fiscal year 2023. Revenue surged 283% from the prior year, signaling strong growth momentum. The organization ran a surplus of $106K, a strong 30% operating margin.

Mission

MAINTAIN AND OPERATE A FACILITY OPEN TO THE PUBLIC FOR THE PURPOSE OF INSPECTING AND LEARNING ABOUT HISTORICAL ARTIFACTS AND THE HISTORY OF USEPPA ISLAND.

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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 $249,868

Program Service Revenue $41,025

Investment Income $19,229

Other Revenue $42,772

TOTAL REVENUE $352,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $59,351

Fundraising Expenses $0

Program Expenses $237,720

Other Expenses $187,050

TOTAL EXPENSES $246,401

Year-over-Year Comparison

	2023	2022	Change
Revenue	$352,894	$92,088	+2.8%
Expenses	$246,401	$154,718	+0.6%
Net Income	$106,493	$-62,630	-2.7%

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

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

$55,088

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RONA STAGE	EXEC.DIRECTO	40.00	Officer	$55,088	$0	$55,088
LINDA COLGAN	PRESIDENT	1.00	Officer Director	$0	$0	$0
MARK GOODMAN	SECRETARY	0.50	Officer Director	$0	$0	$0
MICHAEL HYDER	TREASURER	0.50	Officer Director	$0	$0	$0
JOEL KELL	DIRECTOR	0.00	Director	$0	$0	$0
CAROLYNNE KRUSI	DIRECTOR	0.50	Director	$0	$0	$0
BRIAN MCCOLGAN	DIRECTOR	0.50	Director	$0	$0	$0
CINDY RYAN	DIRECTOR	0.50	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	No data	No data	No data	No data
2023	$352,894	$246,401	$912,250	$106,493
2022	$92,088	$154,718	$783,713	$-62,630
2021	$92,712	$123,988	$921,667	$-31,276
2020	$45,937	$112,686	$909,754	$-66,749
2019	$278,836	$124,161	$963,134	$154,675
2018	$104,908	$113,716	$757,625	$-8,808

USEPPA ISLAND HISTORICAL SOCIETY