EPHRATA CLOISTER ASSOCIATES (EIN 231529681) - 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

1958

Legal Domicile

Principal Officer

SUE FISHER

Phone

7177336600

Tax Period

2024-07-01 to 2025-06-30

EPHRATA CLOISTER ASSOCIATES, founded in 1958, is a small nonprofit in the Arts, Culture & Humanities sector that reported $184K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $67K, a strong 36% operating margin.

Mission

THE EPHRATA CLOISTER'S HISTORIC BUILDINGS, COLLECTIONS, AND PROGRAMMING INVITE THE EXPLORATION OF THIS UNIQUE COMMUNITY'S SPIRITUAL, CREATIVE, AND INTELLECTUAL ACCOMPLISHMENTS BY ENCOURAGING VISITORS TO DEVELOP A PERSONAL CONNECTION TO PENNSYLVANIA'S SIGNIFICANT ROLE IN RELIGIOUS TOLERATION AND INTELLECTUAL FREEDOM. THE EPHRATA CLOISTER ASSOCIATES IS DEDICATED TO THE CONTINUED PRESERVATION AND PROMOTION OF THE EPHRATA CLOISTER THROUGH THE SPONSORSHIP OF SPECIAL CLOISTER RELATED EVENTS SUCH AS LANTERN TOURS, APPLE DUMPLING DAY, DAY OF MUSIC, CHRISTMAS AT THE CLOISTER, THE STUDENT HISTORIAN PROGRAM AND OTHER EDUCATION PROGRAMS FOR SPECIAL AUDIENCES. THE EPHRATA CLOISTER CHORUS, SPONSORED BY THE ASSOCIATES, IS UNIQUE AS IT RELATES TO THE MUSEUM AND THE HISTORIC SITE. THE CHORUS PERFORMS SEVERAL OF OVER 1,000 HYMNS WRITTEN AT THE SITE. IN ADDITION TO EPHRATA'S PAST, THE GROUP PERFORMS COMPOSITIONS FROM OTHER EARLY AMERICAN COMMUNITIES INCLUDING WORKS FROM THE SHAKERS, THE MORAVIANS, THE HA

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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 $79,281

Program Service Revenue $57,542

Investment Income $4,406

Other Revenue $42,752

TOTAL REVENUE $183,981

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,282

Fundraising Expenses $6,706

Program Expenses $84,862

Other Expenses $59,972

TOTAL EXPENSES $117,254

Year-over-Year Comparison

	2024	2023	Change
Revenue	$183,981	$309,498	-0.4%
Expenses	$117,254	$126,078	-0.1%
Net Income	$66,727	$183,420	-0.6%

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
SHEREE WOLF	DIRECTOR	11.25	Director	$0	$0	$0
CHRIS LAUSCH	VICE PRESIDE	3.75	Officer Director	$0	$0	$0
MEGAN SWARTZ	TREASURER	0.75	Officer Director	$0	$0	$0
MADELYN MARKS	SECRETARY	3.75	Officer Director	$0	$0	$0
ERIC MARTIN USNER	DIRECTOR	3.75	Director	$0	$0	$0
NANCY HESS	PRESIDENT	6.25	Officer Director	$0	$0	$0
DOUG GEHR	DIRECTOR	16.25	Director	$0	$0	$0
KERRY SHOFF	DIRECTOR	2.00	Director	$0	$0	$0
CINDY MELLINGER	DIRECTOR	3.75	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	$183,981	$117,254	$631,860	$66,727
2024	$309,498	$126,078	$567,568	$183,420
2023	$235,453	$112,924	$379,507	$122,529
2022	$228,435	$113,923	$258,537	$114,512
2021	$115,854	$77,061	$168,515	$38,793
2020	$146,203	$187,687	$125,730	$-41,484
2019	$145,410	$169,200	$170,907	$-23,790

EPHRATA CLOISTER ASSOCIATES