METAMORA AREA 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

2004

Legal Domicile

Principal Officer

ALICE SIEFKER

Phone

4194016011

Tax Period

2022-01-01 to 2022-12-31

METAMORA AREA HISTORICAL SOCIETY, founded in 2004, is a small nonprofit in the Arts, Culture & Humanities sector that reported $252K in total revenue in fiscal year 2022. The organization ran a surplus of $241K, a strong 96% operating margin.

Mission

TO PRESERVE THE HISTORY OF THE METAMORA AREA BY COLLECTING AND PRESERVING ARCHITECTURAL CULTURAL, AND HISTORIC MATERIALS AND MAKING THOSE ITEMS AVAILABLE TO THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $10,497 Revenue: $252,150

A NON PROFIT ORGANIZATION PROVIDING FOR THE PRESERVATION OF LOCAL HISTORICAL ITEMS AND LANDMARKS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $251,326

Program Service Revenue $0

Investment Income $0

Other Revenue $824

TOTAL REVENUE $252,150

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $10,497

Other Expenses $10,801

TOTAL EXPENSES $10,801

Year-over-Year Comparison

	2022	2021	Change
Revenue	$252,150	N/A	N/A
Expenses	$10,801	N/A	N/A
Net Income	$241,349	N/A	N/A

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

N/A

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
JANE DOMINIQUE	CHAIRPERSON	5.00	Officer	$0	$0	$0
CHERYL GEER	VICE-CHAIRPERSON	5.00	Officer	$0	$0	$0
GAIL NORTHCOTT	SECRETARY	5.00	Officer	$0	$0	$0
ALICE SIEFKER	TREASURER	5.00	Officer	$0	$0	$0
ALICE HERRICK	MEMBER	5.00	Officer	$0	$0	$0
SANDRA SLUSARSKI	MEMBER	5.00	Officer	$0	$0	$0
KATHLEEN HARMON	MEMBER	5.00	Officer	$0	$0	$0
JOHN VERSHUM	MEMBER	5.00	Officer	$0	$0	$0
BARBARA BATES	MEMBER	5.00	Officer	$0	$0	$0
CODY TREDWAY	MEMBER	5.00	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
2022	$252,150	$10,801	$247,747	$241,349