SCHWENKFELDER LIBRARY & HERITAGE CENTER (EIN 231465643) - 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

1946

Legal Domicile

Principal Officer

BETH TWISS HOUTING

Phone

2156793103

Tax Period

2024-04-01 to 2025-03-31

SCHWENKFELDER LIBRARY & HERITAGE CENTER, founded in 1946, is a small nonprofit in the Education sector that reported $921K in total revenue in fiscal year 2024. Revenue surged 53% from the prior year, signaling strong growth momentum. Expenses of $1.0M exceeded revenue, resulting in a 12% operating deficit.

Mission

OPERATION OF A RESEARCH LIBRARY AND MUSEUM, WITH PUBLIC PROGRAMS, TO SHARE THE HISTORY OF THE SCHWENKFELDERS AND THE PENNSYLVANIA GERMANS OF THE PERKIOMEN REGION.

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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 (2024)

Revenue Breakdown

Contributions & Grants $637,070

Program Service Revenue $7,370

Investment Income $261,340

Other Revenue $15,282

TOTAL REVENUE $921,062

Expense Breakdown

Grants Paid $0

Salaries & Benefits $447,673

Fundraising Expenses $45,254

Program Expenses $873,019

Other Expenses $581,688

TOTAL EXPENSES $1,029,361

Year-over-Year Comparison

	2024	2023	Change
Revenue	$921,062	$600,741	+0.5%
Expenses	$1,029,361	$918,079	+0.1%
Net Income	$-108,299	$-317,338	-0.7%

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

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

$69,784

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THELMA CRAIG	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
MARTIN KRIEBEL	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
ANNE GODA	VICE PRESIDENT-BOARD OF DI	1.00	Officer Director	$0	$0	$0
KATHRYN LESIEUR	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
H DRAKE WILLIAMS JR	TREASURER-BOARD OF DIRECTO	1.00	Officer Director	$0	$0	$0
GEORGE MESCHTER	PRESIDENT-BOARD OF DIRECTO	1.00	Officer Director	$0	$0	$0
KEITH MAURER	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
JEFFREY OST	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
JOHN PHILLIPS	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
JOSEPH SCHULTZ ESQ	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
SARA BORR	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
AMY KRIEBEL-PORTZLINE	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
EUGENE CESTRONE	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
KENNETH CLEMENS	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
EVONNE GLENN	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
RUTH KRATZ	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
KENNETH KRIEBEL	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
REBECCA MCBRIEN	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
NICHOLAS PENCE	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
EDWARD BUCHINSKI	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
VERNON SEIPT	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
CARL SENSENIG	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
BARBARA COLVIN	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
HEATHER HARRIS	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
RUTH BALTOZER	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
CHRISTINA LANDIS	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
KATE MAYBERRY	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
JONATHAN SPADT	MEMBER-BOARD OF DIRECTORS	1.00	Director	$0	$0	$0
BETH TWISS HOUTING	EXECUTIVE DIRECTOR	40.00	Officer	$67,807	$1,977	$69,784

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	$921,062	$1,029,361	$12,451,213	$-108,299
2024	$600,741	$918,079	$12,500,397	$-317,338
2023	$1,044,233	$845,070	$12,554,967	$199,163
2022	$1,328,446	$790,246	$12,983,407	$538,200
2021	$1,257,028	$802,056	$12,885,225	$454,972
2020	$2,167,089	$674,957	$11,629,482	$1,492,132
2019	$2,147,363	$601,837	$9,588,854	$1,545,526

SCHWENKFELDER LIBRARY & HERITAGE CENTER