HISTORICAL SOCIETY OF BERKS COUNTY

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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

1869

Legal Domicile

Principal Officer

KIM RESSLER

Phone

6103754375

Tax Period

2023-07-01 to 2024-06-30

HISTORICAL SOCIETY OF BERKS COUNTY, founded in 1869, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2023. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $197K, a strong 17% operating margin.

Mission

BERKS HISTORY CENTER, LEADS THE WAY IN TELLING THE 300-YEAR STORY OF BERKS COUNTY AND ITS PEOPLE, WITH THE AIM OF BUILDING AN UNDERSTANDING OF OUR UNIQUE HISTORY, STRENGTHENING OUR SENSE OF COMMUNITY AND INSPIRING OUR COMMUNITY'S PROGRESS IN THE YEARS TO COME.

Program Service Accomplishments

Program 1

Expenses: $660,210 Revenue: $124,509

HISTORIC PRESERVATION AND EXHIBITING OF 3 DIMENTIONAL ARTIFACTS THAT DEPICTS THE HISTORIC LEGACY OF BERKS COUNTY. THE PRESERVATION OF HISTORIC RECORDS RELATING TO BERKS COUNTY WITH THE INTENT OF...

HISTORIC PRESERVATION AND EXHIBITING OF 3 DIMENTIONAL ARTIFACTS THAT DEPICTS THE HISTORIC LEGACY OF BERKS COUNTY. THE PRESERVATION OF HISTORIC RECORDS RELATING TO BERKS COUNTY WITH THE INTENT OF MAKING THEM AVAILABLE TO THE COMMUNITY AND THOSE THAT VISIT FROM ALL 50 STATES AND ABROAD. THE BERKS HISTORY CENTER PROVIDES EDUCATIONAL OPPORTUNITIES FOR ALL AGES RELATING TO THE HISTORY AND CULTURE OF BERKS COUNTY AND ITS PEOPLE, CARRIED OUT THROUGH A DIVERSE SELECTION OF PROGRAMS, MUSEUM EXHIBITS, ITS LIBRARY, AND ITS QUARTERLY JOURNAL.

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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 $716,122

Program Service Revenue $134,561

Investment Income $190,898

Other Revenue $131,925

TOTAL REVENUE $1,173,506

Expense Breakdown

Grants Paid $0

Salaries & Benefits $431,094

Fundraising Expenses $109,315

Program Expenses $660,210

Other Expenses $478,163

TOTAL EXPENSES $976,033

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,173,506	$2,027,668	-0.4%
Expenses	$976,033	$1,040,815	-0.1%
Net Income	$197,473	$986,853	-0.8%

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

$91,796

Total Directors

$4,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FREDERICK SHEELER	PRESIDENT	8.00	Officer Director	$0	$0	$0
LINDA KELLEHER	SECRETARY	3.00	Officer Director	$0	$0	$0
STEVE YARNELL	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
KIM RESSLER	TREASURER	3.00	Officer Director	$0	$0	$0
LORI MUHLENBERG	ASSISTANT SECRETARY	2.00	Officer Director	$0	$0	$0
CORRIE CRUPI-ZANA	MEMBER	2.00	Director	$0	$0	$0
CHARLES J ADAMS III	MEMBER	2.00	Director	$4,000	$0	$4,000
BRIAN C ENGELHARDT	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
DONNA REED	MEMBER	2.00	Director	$0	$0	$0
EDWIN L STOCK ESQ	MEMBER	2.00	Director	$0	$0	$0
BRADFORD KISSAM	MEMBER	2.00	Director	$0	$0	$0
RONALD M KOZAK	MEMBER	2.00	Director	$0	$0	$0
CHAD SCHLANGER	MEMBER	2.00	Director	$0	$0	$0
ALEX BOLLINGER	MEMBER	2.00	Director	$0	$0	$0
BRUCE COHEN	MEMBER	2.00	Director	$0	$0	$0
AMANDA FUNK	MEMBER	2.00	Director	$0	$0	$0
GOURAMA HASSAN	MEMBER	2.00	Director	$0	$0	$0
NANCY OMAHA BOY	MEMBER	2.00	Director	$0	$0	$0
M CATHERINE SHEARER	MEMBER	2.00	Director	$0	$0	$0
ALAN SHUMAN	MEMBER	2.00	Director	$0	$0	$0
ELAM STOLTZFUS	MEMBER	2.00	Director	$0	$0	$0
BENJAMIN NEELY	EXEC. DIRECTOR	40.00	Officer	$91,796	$0	$91,796

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	No data	No data	No data	No data
2024	$1,173,506	$976,033	$10,392,245	$197,473
2023	$2,027,668	$1,040,815	$10,067,619	$986,853
2023	$1,572,145	$996,458	$9,341,186	$575,687
2022	$779,993	$945,709	$8,891,552	$-165,716
2021	$780,783	$771,782	$9,875,470	$9,001
2020	$710,858	$690,467	$9,071,484	$20,391
2019	$673,876	$845,805	$9,027,545	$-171,929
2018	$623,538	$722,656	$9,178,528	$-99,118