FORT KLOCK HISTORIC RESTORATION (EIN 146032435) - 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

1965

Legal Domicile

Principal Officer

ROBERT METZGER

Phone

5185687779

Tax Period

2021-01-01 to 2021-12-31

FORT KLOCK HISTORIC RESTORATION, founded in 1965, is a micro nonprofit that reported $75K in total revenue in fiscal year 2021. Expenses of $69K left a modest 8% surplus.

Mission

Care and upkeep of Fort Klock's buildings and grounds. Guided educational tours of Fort Klock's 18th century main homestead, blacksmith shop, school house to the general public.

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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 $41,385

Program Service Revenue $2,720

Investment Income $29,592

Other Revenue $1,495

TOTAL REVENUE $75,192

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $67,738

Other Expenses $68,938

TOTAL EXPENSES $68,938

Year-over-Year Comparison

	2021	2020	Change
Revenue	$75,192	N/A	N/A
Expenses	$68,938	N/A	N/A
Net Income	$6,254	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

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
Robert Metzger	board president	5.00	Officer	$0	$0	$0
Lisa Emden	treasurer	3.00	Officer	$0	$0	$0
Norm Bollen	board member	1.00	Officer	$0	$0	$0
William Murphy	board member	3.00	Officer	$0	$0	$0
Kai Mossle	board member	1.00	Officer	$0	$0	$0
Joan Kark Wren	member president	2.00	Officer	$0	$0	$0
Donna Cowsert	board member	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
2021	$75,192	$68,938	$689,448	$6,254

FORT KLOCK HISTORIC RESTORATION