DOWNINGTOWN AREA HISTORICAL SOCIETY (EIN 232147351) - 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

1978

Legal Domicile

Principal Officer

JIM SUNDMAN

Phone

6102692167

Tax Period

2023-10-01 to 2024-09-30

DOWNINGTOWN AREA HISTORICAL SOCIETY, founded in 1978, is a micro nonprofit that reported $22K in total revenue in fiscal year 2023. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $31K exceeded revenue, resulting in a 43% operating deficit.

Mission

PRESERVATION OF HISTORY OF LOCAL DOWNINGTOWN AREA.

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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 $13,406

Program Service Revenue $0

Investment Income $2

Other Revenue $8,288

TOTAL REVENUE $21,696

Expense Breakdown

Grants Paid $200

Salaries & Benefits $0

Fundraising Expenses $1,474

Program Expenses $26,065

Other Expenses $30,823

TOTAL EXPENSES $31,023

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,696	$16,608	+0.3%
Expenses	$31,023	$33,197	-0.1%
Net Income	$-9,327	$-16,589	-0.4%

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

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
PHIL DAGUE	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JIM SUNDMAN	PRESIDENT & TREASURER	1.00	Officer Director	$0	$0	$0
BRANDON SMESTAD	DIRECTOR	1.00	Director	$0	$0	$0
MIKE DUNN	DIRECTOR	1.00	Director	$0	$0	$0
JORDAN STAUB	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTINE NAGLE	DIRECTOR	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
2024	$21,696	$31,023	$530,584	$-9,327
2023	$16,608	$33,197	$539,911	$-16,589
2022	$3,367	$26,118	$556,500	$-22,751
2021	$21,288	$30,883	$579,251	$-9,595
2020	$9,819	$23,642	$588,846	$-13,823
2019	$11,503	$27,047	$602,669	$-15,544
2018	$14,059	$26,686	$618,213	$-12,627

DOWNINGTOWN AREA HISTORICAL SOCIETY