COUNTYWIDE HISTORICAL ALLIANCE INC

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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

2012

Legal Domicile

Principal Officer

JAMES ROSENGARTEN

Phone

9377260847

Tax Period

2024-01-01 to 2024-12-31

COUNTYWIDE HISTORICAL ALLIANCE INC, founded in 2012, is a small nonprofit in the Public & Societal Benefit sector that reported $292K in total revenue in fiscal year 2024.

Mission

TO PROMOTE AND SUPPORT THE LOCAL HISTORICAL ASSOCIATIONS LOCATED IN SHELBY COUNTY OHIO.

Program Service Accomplishments

Program 1

Expenses: $294,981 Revenue: $292,007

TO PROMOTE AND SUPPORT THE LOCAL HISTORICAL ASSOCIATIONS LOCATED IN SHELBY COUNTY OHIO.

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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 $0

Program Service Revenue $292,007

Investment Income $0

Other Revenue $0

TOTAL REVENUE $292,007

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $294,981

Other Expenses $295,266

TOTAL EXPENSES $295,266

Year-over-Year Comparison

	2024	2023	Change
Revenue	$292,007	$301,171	0.0%
Expenses	$295,266	$298,325	0.0%
Net Income	$-3,259	$2,846	-2.1%

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

N/A

Volunteers

N/A

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
JAMES ROSENGARTEN	TREASURER	1.00	Officer	$0	$0	$0
ANITA UETRECHT	PRESIDENT	1.00	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	$292,007	$295,266	$1,001	$-3,259
2023	$301,171	$298,325	$4,260	$2,846
2022	$296,609	$298,827	$1,414	$-2,218
2021	$292,725	$289,898	$3,632	$2,827