HISTORICAL SOC MLLRSBRG & U P (EIN 232166999) - 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

1980

Legal Domicile

Principal Officer

DONALD E WINGARD

Phone

7176924084

Tax Period

2024-01-01 to 2024-12-31

HISTORICAL SOC MLLRSBRG & U P, founded in 1980, is a small nonprofit that reported $123K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $50K, a strong 40% operating margin.

Mission

HISTORY PRESERVATION TO PRESERVE HISTORY OF MILLERSBURG BORO AND UPPER PAXTON TWP MUSEUM IN OLD FIRE STATION

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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 $74,433

Program Service Revenue $0

Investment Income $48,167

Other Revenue $274

TOTAL REVENUE $122,874

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $73,185

Other Expenses $73,185

TOTAL EXPENSES $73,185

Year-over-Year Comparison

	2024	2023	Change
Revenue	$122,874	$110,353	+0.1%
Expenses	$73,185	$95,536	-0.2%
Net Income	$49,689	$14,817	+2.4%

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

$3,210

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY ROMBERGER	DIRECTOR	2.00	Director	$0	$0	$0
DEAN RILAND	PRESIDENT	5.00	Officer Director	$0	$0	$0
BETH DIETRICK	DIRECTOR	2.00	Director	$0	$0	$0
BRENT BOYER	TREASURER	2.00	Officer Director	$0	$0	$0
JOE STEPPY	DIRECTOR	2.00	Director	$0	$0	$0
NANCY KIRKWOOD	DIRECTOR/MUSEUM DIRECTOR	2.00	Director	$3,210	$0	$3,210
SCOTT ISENBERG	DIRECTOR	2.00	Director	$0	$0	$0
TIMOTHY TRAVITZ	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
CODY HOY	SECRETARY	5.00	Officer Director	$0	$0	$0
ADAM STEPPY	DIRECTOR	2.00	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	$122,874	$73,185	$797,317	$49,689
2023	$110,353	$95,536	$731,953	$14,817
2022	$96,614	$67,368	$679,855	$29,246
2022	$76,448	$50,064	$691,041	$26,384
2021	$52,751	$31,323	$717,675	$21,428
2020	$56,664	$25,804	$684,606	$30,860
2019	$56,723	$30,785	$653,746	$25,938

HISTORICAL SOC MLLRSBRG & U P