THE BUCKS COUNTY HISTORICAL SOCIETY INC

EIN: 231371952 501(c)(3)

DOYLESTOWN, PA

Total Revenue
$2,793,440
Total Expenses
$4,216,509
Total Assets
$21,520,121
Net Assets
$19,330,758
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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
1942
Legal Domicile
PA
Principal Officer
KYLE MCKOY
Phone
2153450210
Tax Period
2023-01-01 to 2023-12-31

THE BUCKS COUNTY HISTORICAL SOCIETY INC, founded in 1942, is a community nonprofit that reported $2.8M in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $4.2M exceeded revenue, resulting in a 51% operating deficit.

Mission

PRESERVE ARTIFACTS FOR EDUCATION.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $1,321,741
Program Service Revenue $636,850
Investment Income $786,428
Other Revenue $48,421
TOTAL REVENUE $2,793,440

Expense Breakdown

Grants Paid $0
Salaries & Benefits $2,079,758
Fundraising Expenses $519,072
Program Expenses $2,332,264
Other Expenses $2,136,751
TOTAL EXPENSES $4,216,509

Year-over-Year Comparison

2023 2022 Change
Revenue $2,793,440 $2,177,014 +0.3%
Expenses $4,216,509 $3,415,035 +0.2%
Net Income $-1,423,069 $-1,238,021 +0.1%
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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Governance

Voting Members
25
Independent Members
25
Employees
75
Volunteers
83

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
7
$283,011
Total Directors
26
$181,135
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KYLE MCKOY PRESIDENT & EXECUTIVE DIRE 33.00
Officer Director
$160,489 $20,646 $181,135
MARJAN SHIRZAD CHIEF OPERATING OFFICER 40.00
Highest
$110,119 $23,493 $133,612
ANDREW SLIKE FINANCE DIRECTOR 40.00
Officer
$80,848 $21,028 $101,876
PETER CHIOVAROU TRUSTEE 0.50
Director
$0 $0 $0
KELLEY CWIKLINSKI TRUSTEE 0.50
Director
$0 $0 $0
DAVID FRANKE TRUSTEE 0.50
Director
$0 $0 $0
MICHAEL ARATAN TRUSTEE 0.50
Director
$0 $0 $0
TRACY JACKSON-BENSON TRUSTEE 0.50
Director
$0 $0 $0
SUSAN KANE TRUSTEE 0.50
Director
$0 $0 $0
BRIAN MCLEOD TRUSTEE 0.50
Director
$0 $0 $0
SEAN NEWMAN TRUSTEE 0.50
Director
$0 $0 $0
JERRY FRITZ TRUSTEE 0.50
Director
$0 $0 $0
SUE LONERGAN TRUSTEE 0.50
Director
$0 $0 $0
SARAH PETERS TRUSTEE 0.50
Director
$0 $0 $0
LISA PRETECRUM TRUSTEE 0.50
Director
$0 $0 $0
MICHAEL RAPHAEL TRUSTEE 0.50
Director
$0 $0 $0
JONATHAN REISS TRUSTEE 0.50
Director
$0 $0 $0
SUSAN SMITH TRUSTEE 0.50
Director
$0 $0 $0
PATRICIA TAGLIOLINI TRUSTEE 0.50
Director
$0 $0 $0
THOMAS THOMAS TRUSTEE 0.50
Director
$0 $0 $0
RYAN PUTMAN TRUSTEE 0.50
Director
$0 $0 $0
RON STROUSE TRUSTEE 0.50
Director
$0 $0 $0
JOE PHILLIPS TRUSTEE 0.50
Director
$0 $0 $0
MAUREEN CARLTON SECRETARY 0.50
Officer Director
$0 $0 $0
LINDA HODGDON CHAIR 0.50
Officer Director
$0 $0 $0
THOMAS HEBEL VICE-CHAIR 0.50
Officer Director
$0 $0 $0
WILLIAM SCHUTT TREASURER 0.50
Officer Director
$0 $0 $0
GUSTAVO PEREA VICE-CHAIR 0.50
Officer 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
2024 No data No data No data No data
2023 $2,793,440 $4,216,509 $21,520,121 $-1,423,069
2022 $2,177,014 $3,415,035 $21,991,426 $-1,238,021
2021 $3,151,386 $3,101,696 $25,757,784 $49,690
2020 $2,019,521 $2,748,803 $25,742,924 $-729,282
2019 $2,134,637 $2,612,264 $24,417,887 $-477,627
2018 $1,793,518 $2,379,706 $23,546,226 $-586,188
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