MOUNT JOY AREA HISTORICAL SOCIETY (EIN 231969654) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

BRENDA L KREADY

Phone

7176538330

Tax Period

2019-01-01 to 2019-12-31

MOUNT JOY AREA HISTORICAL SOCIETY, founded in 1973, is a micro nonprofit that reported $48K in total revenue in fiscal year 2019. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $20K, a strong 42% operating margin.

Mission

TO PROMOTE THE DISCOVERY, COLLECTION, PRESERVATION AND PUBLICATION OF THE HISTORY, HISTORICAL RECORDS AND DATA OF AND RELATING TO THE MOUNT JOY AREA, INCLUDING, BUT NOT LIMITED TO, THE COLLECTION AND PRESERVATION OF BOOKS, NEWSPAPERS, MAPS, GENEOLOGIES, PORTRAITS, PAINTINGS, RELICS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2019)

Revenue Breakdown

Contributions & Grants $37,996

Program Service Revenue $0

Investment Income $7,520

Other Revenue $1,999

TOTAL REVENUE $47,515

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $346

Other Expenses $27,390

TOTAL EXPENSES $27,390

Year-over-Year Comparison

	2019	2018	Change
Revenue	$47,515	$75,114	-0.4%
Expenses	$27,390	$26,160	+0.0%
Net Income	$20,125	$48,954	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
JEAN ELLIS	PRESIDENT	5.00	Officer Director	$0	$0	$0
DONALD ZERPHEY	VICE PRESIDENT/TRUSTEE	1.00	Officer Director	$0	$0	$0
GAIL HAWTHORNE	SECRETARY/TRUSTEE	5.00	Officer Director	$0	$0	$0
BRENDA L KREADY	TREASURER	5.00	Officer Director	$0	$0	$0
POSITION VACANT	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
DEBORAH L BRUBAKER	MEMBERSHIP SECRETARY	2.00	Officer Director	$0	$0	$0
KIM BAIR	TRUSTEE	1.00	Director	$0	$0	$0
THOMAS DERR	TRUSTEE	1.00	Director	$0	$0	$0
JAY GREIDER	TRUSTEE	1.00	Director	$0	$0	$0
MARY MARTIN NOLT	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES W RIECK JR	TRUSTEE	1.00	Director	$0	$0	$0
RALPH SNYDER	TRUSTEE	1.00	Director	$0	$0	$0
NED STERLING	TRUSTEE	1.00	Director	$0	$0	$0
MARY KATHRYN EBERLY	TRUSTEE/CURATOR	1.00	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
2019	$47,515	$27,390	$540,968	$20,125
2018	$75,114	$26,160	$520,845	$48,954

MOUNT JOY AREA HISTORICAL SOCIETY