AURORA COLONY HISTORICAL SOCIETY (EIN 936032140) - 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

1963

Legal Domicile

Principal Officer

DIANE KOCHER DOWNS

Phone

5036785754

Tax Period

2023-01-01 to 2023-12-31

AURORA COLONY HISTORICAL SOCIETY, founded in 1963, is a small nonprofit in the Arts, Culture & Humanities sector that reported $237K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $277K exceeded revenue, resulting in a 17% operating deficit.

Mission

To promote an understanding of the Aurora Colony by providing education programs about colony life and times. The Aurora Colony Historical Society also collects, preserves and exhibits colony artifacts to over 8,000 visitors per year.

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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 $96,625

Program Service Revenue $49,361

Investment Income $25,510

Other Revenue $65,612

TOTAL REVENUE $237,108

Expense Breakdown

Grants Paid $0

Salaries & Benefits $131,512

Fundraising Expenses $0

Program Expenses $277,178

Other Expenses $145,666

TOTAL EXPENSES $277,178

Year-over-Year Comparison

	2023	2022	Change
Revenue	$237,108	$253,762	-0.1%
Expenses	$277,178	$359,978	-0.2%
Net Income	$-40,070	$-106,216	-0.6%

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIK LARSEN	Director	1.00	Director	$0	$0	$0
CORAL HAMMOND	Director	1.00	Director	$0	$0	$0
SUZANNE BROWN	Director	1.00	Director	$0	$0	$0
GUY SPUD SPERB	Director	1.00	Director	$0	$0	$0
MACKENZIE MARCELL	Director	1.00	Director	$0	$0	$0
DIANE KOCHER DOWNS	President	1.00	Officer	$0	$0	$0
TED HEID	Vice President	1.00	Officer	$0	$0	$0
APRIL MARCELL	Secretary	1.00	Officer	$0	$0	$0
MIKE BYRNES	Treasurer	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
2023	$237,108	$277,178	$2,603,068	$-40,070
2022	$248,686	$322,687	$2,608,534	$-74,001
2022	$253,762	$359,978	$2,521,216	$-106,216
2021	$213,655	$260,480	$2,608,813	$-46,825
2020	$427,765	$223,796	$2,646,594	$203,969
2019	$1,014,415	$212,575	$2,283,495	$801,840
2018	$623,854	$202,709	$1,481,240	$421,145

AURORA COLONY HISTORICAL SOCIETY