LEBANON COUNTY HISTORICAL SOCIETY (EIN 231413678) - 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

1901

Legal Domicile

Phone

7172721473

Tax Period

2025-01-01 to 2025-12-31

LEBANON COUNTY HISTORICAL SOCIETY, founded in 1901, is a small nonprofit that reported $406K in total revenue in fiscal year 2025. Revenue surged 71% from the prior year, signaling strong growth momentum. Expenses of $510K exceeded revenue, resulting in a 26% operating deficit.

Mission

PRESERVING LOCAL HISTORY AND CONDUCT ACTIVITIES TO ENCOURAGE AND EDUCATE INDIVIDUALS ABOUT LEBANON COUNTYS LOCAL HISTORY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $283,610

Program Service Revenue $0

Investment Income $79,138

Other Revenue $43,052

TOTAL REVENUE $405,800

Expense Breakdown

Grants Paid $0

Salaries & Benefits $88,892

Fundraising Expenses $0

Program Expenses $493,980

Other Expenses $420,806

TOTAL EXPENSES $509,698

Year-over-Year Comparison

	2025	2024	Change
Revenue	$405,800	$237,185	+0.7%
Expenses	$509,698	$256,218	+1.0%
Net Income	$-103,898	$-19,033	+4.5%

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
JEFFREY FIRESTONE	CHAIRMAN	2.00	Officer Director	$0	$0	$0
RICHARD WERTZ	VICE CHAIR	2.00	Officer Director	$0	$0	$0
JEFFREY REEDY	SECRETARY	2.00	Officer Director	$0	$0	$0
MICHAEL PETRY	TREASURER	3.00	Officer Director	$0	$0	$0
BARBARA GAFFNEY	TRUSTEE	1.00	Director	$0	$0	$0
DOUGLAS HENRY Jr	TRUSTEE	1.00	Director	$0	$0	$0
SHERIE C STROHMAN	TRUSTEE	1.00	Director	$0	$0	$0
MICHAEL TRUMP	TRUSTEE	1.00	Director	$0	$0	$0
MARTY BRANDT	TRUSTEE	2.00	Director	$0	$0	$0
ERIKA FIRESTONE	TRUSTEE	2.00	Director	$0	$0	$0
WILLIAM MCCORMACK	TRUSTEE	2.00	Director	$0	$0	$0
LORRIE WRIGHT	OFFICE COORDINATOR	2.00	Director	$0	$0	$0
Craig Gates	Trustee	1.00	Director	$0	$0	$0
Vicki Mohl	Trustee	1.00	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
2025	$405,800	$509,698	$2,206,761	$-103,898
2024	No data	No data	No data	No data
2023	$274,672	$314,086	$2,321,389	$-39,414
2022	$408,642	$553,759	$2,327,113	$-145,117
2021	$1,019,552	$235,574	$2,472,130	$783,978
2020	$142,881	$278,807	$1,687,614	$-135,926
2019	$513,065	$319,752	$1,822,989	$193,313
2018	$283,874	$414,612	$1,586,458	$-130,738

LEBANON COUNTY HISTORICAL SOCIETY