LANCASTERHISTORYORG

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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

1901

Legal Domicile

Principal Officer

THOMAS RYAN PHD

Phone

7173924633

Tax Period

2023-01-01 to 2023-12-31

LANCASTERHISTORYORG, founded in 1901, is a community nonprofit in the Arts, Culture & Humanities sector that reported $5.1M in total revenue in fiscal year 2023. Revenue surged 60% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2.5M, a strong 49% operating margin.

Mission

TO EDUCATE THE PUBLIC ABOUT THE HERITAGE AND HISTORY OF THE PEOPLE, PLACES, AND EVENTS THAT SHAPED OUR REGION, THE COMMONWEALTH OF PENNSYLVANIA AND THE UNITED STATES OF AMERICA.

Program Service Accomplishments

Program 1

Expenses: $1,718,383 Revenue: $217,100

THE ORGANIZATION CARRIES ON VARIOUS PROGRAMS AND EVENTS THAT SUPPORT THEIR MISSION TO EDUCATE THE PUBLIC ABOUT THE HERITAGE AND HISTORY OF THE PEOPLE, PLACES, AND EVENTS THAT SHAPED OUR REGION, THE COMMONWEALTH OF PENNSYLVANIA, AND THE UNITED STATES OF AMERICA.OUTREACH TO APPROXIMATELY 2,400 MEMBERS AND GENERAL PUBLIC THROUGH OUR JOURNAL AND NEWSLETTER AND 125,000 THROUGH THE WORLD WIDE WEB.ACQUISITIONS-LIBRARY, ARCHIVAL, AND MUSEUM ITEMS FOR PUBLIC DISPLAY AND HISTORICAL RESEARCH SERVED AN ESTIMATED 14,000 ADULTS, COLLEGE, AND SECONDARY STUDENTS.SPECIAL EVENTS-LIVING HISTORY CIVIL WAR AND WWII ENCAMPMENTS, LECTURES, FILMS, TRIPS, COLLOQUIA AND SYMPOSIA. BROUGHT HISTORY EVENTS TO ABOUT 8,800 PEOPLE.RESPONSIBLE FOR THE FUTURE DEVELOPMENT OF A MUSEUM AND INTERPRETIVE CENTER OF THE THADDEUS STEVENS AND LYDIA HAMILTON SMITH HISTORIC SITE LOCATED IN LANCASTER CITY.NEH FELLOWSHIP

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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 $4,406,201

Program Service Revenue $162,757

Investment Income $465,649

Other Revenue $53,011

TOTAL REVENUE $5,087,618

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,475,179

Fundraising Expenses $234,677

Program Expenses $1,718,383

Other Expenses $1,100,262

TOTAL EXPENSES $2,575,441

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,087,618	$3,171,786	+0.6%
Expenses	$2,575,441	$2,912,984	-0.1%
Net Income	$2,512,177	$258,802	+8.7%

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

375

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

$373,014

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
J RICHARD GRAY	CHAIR	3.00	Officer Director	$0	$0	$0
ROSEMARY T KRILL	VICE CHAIR	1.00	Officer Director	$0	$0	$0
THOMAS BALDRIGE	VICE CHAIR (STARTING 01/01/23)	1.00	Officer Director	$0	$0	$0
KENNETH I HUBER	TREASURER/ASST. SECRETARY-	1.00	Officer Director	$0	$0	$0
SUZANNE CHAIRSELL WOODARD	SECRETARY (STARTING 01/01/23)	1.00	Officer Director	$0	$0	$0
STACEY MORGAN BRUBAKER	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG COLEMAN	TRUSTEE (STARTING 01/01/23)	1.00	Director	$0	$0	$0
WENDELL L FUNK MD	TRUSTEE	3.00	Director	$0	$0	$0
STEVEN J GEISENBERGER	TRUSTEE (STARTING 01/01/23)	1.00	Director	$0	$0	$0
CARLOS GRAUPERA	TRUSTEE (STARTING 01/01/23)	1.00	Director	$0	$0	$0
ELIZABETH M GROFF	TRUSTEE	1.00	Director	$0	$0	$0
DEBORAH M MARTIN	TRUSTEE	1.00	Director	$0	$0	$0
JOSH NOWAK	TRUSTEE	1.00	Director	$0	$0	$0
NELSON POLITE JR	TRUSTEE	1.00	Director	$0	$0	$0
ERIKA RIVERA	TRUSTEE	1.00	Director	$0	$0	$0
CONSTANCE D SANTARELLI	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL W SCHMID	TRUSTEE	1.00	Director	$0	$0	$0
LENWOOD SLOAN	TRUSTEE	1.00	Director	$0	$0	$0
LAWRENCE F STENGEL	TRUSTEE	1.00	Director	$0	$0	$0
DAVE TAYLOR	TRUSTEE	1.00	Director	$0	$0	$0
BARBARA WILSON	TRUSTEE (STARTING 01/01/23)	1.00	Director	$0	$0	$0
GERALD WILSON	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS RYAN PHD	PRESIDENT AND CEO	40.00	Officer	$231,843	$6,427	$238,270
ROBIN SARRATT	VICE PRESIDENT	40.00	Officer	$123,592	$11,152	$134,744

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	No data	No data	No data	No data
2023	$5,087,618	$2,575,441	$20,652,558	$2,512,177
2022	$3,171,786	$2,912,984	$18,119,818	$258,802
2021	$1,939,476	$2,270,930	$21,295,803	$-331,454
2020	$2,630,517	$2,560,438	$20,837,045	$70,079
2019	$2,325,493	$2,684,691	$21,060,688	$-359,198
2018	$2,118,353	$2,210,737	$20,297,101	$-92,384