SOUTH PARK HISTORICAL FOUNDATION

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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

1957

Legal Domicile

Principal Officer

STEPHANIE KUENN

Phone

7198362387

Tax Period

2025-01-01 to 2025-12-31

SOUTH PARK HISTORICAL FOUNDATION, founded in 1957, is a small nonprofit that reported $353K in total revenue in fiscal year 2025. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $330K left a modest 7% surplus.

Mission

PRESERVE AND RESTORE HISTORIC BUILDINGS; PRESERVE ARTIFACTS AND DOCUMENTS, ENGAGE IN HISTORIC RESEARCH AND EXHIBIT SUCH BUILDINGS, ARTIFACTS AND DOCUMENTS TO THE GENERAL PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $314,448 Revenue: $193,367

ADMISSIONS, DONATIONS, AND MUSEUM MEMBERSHIPS ARE USED TO RESTORE AND MAINTAIN EXHIBITS AND BUILDINGS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $15,648

Program Service Revenue $193,367

Investment Income $86,746

Other Revenue $57,010

TOTAL REVENUE $352,771

Expense Breakdown

Grants Paid $0

Salaries & Benefits $185,330

Fundraising Expenses $0

Program Expenses $314,448

Other Expenses $144,291

TOTAL EXPENSES $329,621

Year-over-Year Comparison

	2025	2024	Change
Revenue	$352,771	$1,140,660	-0.7%
Expenses	$329,621	$370,123	-0.1%
Net Income	$23,150	$770,537	-1.0%

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

Total Directors

Key Employees

$70,049

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHELE KINGSFORD	ADMINISTRATOR	21.0	Key Emp	$26,775	$0	$26,775
BETSY KOPPEN	ADMINISTRATOR	18.0	Key Emp	$25,176	$0	$25,176
DEAN BUTLER	MAINTENANCE/CURATOR	13.0	Key Emp	$18,098	$0	$18,098
REBECCA GRAY	TRUSTEE	1.0	Director	$0	$0	$0
PATTI ROBINSON	TRUSTEE	1.0	Director	$0	$0	$0
LIZ PIPES	TRUSTEE	1.0	Director	$0	$0	$0
ANN LUKACS	TRUSTEE	1.0	Director	$0	$0	$0
STEPHANIE KUENN	PRESIDENT	15.0	Officer	$0	$0	$0
LINDA WATSON	VICE PRESIDENT	8.0	Officer	$0	$0	$0
KATHY BUTLER	SECRETARY/TREASURER	4.0	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
2025	$352,771	$329,621	$2,485,460	$23,150
2024	No data	No data	No data	No data
2023	$416,781	$319,317	$1,452,461	$97,464
2022	$375,910	$426,906	$1,354,535	$-50,996
2021	$450,597	$209,627	$1,406,377	$240,970
2020	$343,829	$319,596	$1,164,987	$24,233
2019	$331,702	$184,437	$1,140,474	$147,265