FRIENDS OF THE HISTORIC UNION COMMUNITY HALL (EIN 850649490) - 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

2020

Legal Domicile

Principal Officer

LORI BAIRD

Phone

5419107048

Tax Period

2021-01-01 to 2021-12-31

FRIENDS OF THE HISTORIC UNION COMMUNITY HALL, founded in 2020, is a small nonprofit in the Arts, Culture & Humanities sector that reported $269K in total revenue in fiscal year 2021. Revenue surged 5281% from the prior year, signaling strong growth momentum. The organization ran a surplus of $238K, a strong 89% operating margin.

Mission

THE MISSION OF THE FRIENDS OF THE HISTORIC UNION COMMUNITY HALL SHALL BE TO FOSTER COMMUNITY RELATIONSHIPS, PROVIDE AND ENCOURAGE PARTICIPATION IN COMMUNITY EVENTS FOR ALL AGE GROUPS, SUPPORT COMMUNITY CHARITABLE EFFORTS, PROMOTE COMMUNITY EDUCATIONAL OPPORTUNITIES, AID COMMUNITY ART AND CULTURAL DEVELOPMENT, EXTEND COMMUNITY COMMUNICATIONS TO CITY OF UNION RESIDENTS, MANAGE AND MAINTAIN THE CATHERINE CREEK COMMUNITY CENTER FACILITIES AND ADVOCATE FOR THE HISTORIC STRUCTURES ON THE PROPERTY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $257,365

Program Service Revenue $0

Investment Income $6

Other Revenue $11,674

TOTAL REVENUE $269,045

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,898

Fundraising Expenses $0

Program Expenses $22,670

Other Expenses $28,796

TOTAL EXPENSES $30,694

Year-over-Year Comparison

	2021	2020	Change
Revenue	$269,045	$5,000	+52.8%
Expenses	$30,694	N/A	N/A
Net Income	$238,351	$5,000	+46.7%

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

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	Role	Reportable Comp	Other Comp	Total
TERRA RICHTER	President	Officer Director	$0	$0	$0
CHERIE KAUSLER	Secretary	Officer Director	$0	$0	$0
LORI BAIRD	Treasurer	Officer Director	$0	$0	$0
GENEVA WILLIAMS	BOARD MEMBER	Director	$0	$0	$0
LAVON HALL	BOARD MEMBER	Director	$0	$0	$0
DONNA BEVERAGE	BOARD MEMBER	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
2021	$269,045	$30,694	$326,965	$238,351

FRIENDS OF THE HISTORIC UNION COMMUNITY HALL