KUTZTOWN AREA HISTORICAL SOCIETY (EIN 232247210) - 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

1976

Legal Domicile

Principal Officer

KAREN DELONG

Phone

6106837712

Tax Period

2024-06-01 to 2025-05-31

KUTZTOWN AREA HISTORICAL SOCIETY, founded in 1976, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $47K in total revenue in fiscal year 2024. The organization ran a surplus of $19K, a strong 40% operating margin.

Mission

COLLECT AND PRESERVE AREA ARTIFACTS MAINTAIN THE 1892 HISTORICAL BUILDING

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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 $25,822

Program Service Revenue $0

Investment Income $14,385

Other Revenue $6,792

TOTAL REVENUE $46,999

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,641

Other Expenses $27,965

TOTAL EXPENSES $27,965

Year-over-Year Comparison

	2024	2023	Change
Revenue	$46,999	$47,664	0.0%
Expenses	$27,965	$31,575	-0.1%
Net Income	$19,034	$16,089	+0.2%

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

N/A

Employees

N/A

Volunteers

N/A

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
JESSIE BIEBER	DIRECTOR	5.00	Director	$0	$0	$0
STEPHANIE DERSTINE	DIRECTOR	5.00	Director	$0	$0	$0
MARTHA DETURK	DIRECTOR	5.00	Director	$0	$0	$0
ETHEL DEMATTEO-BECK	DIRECTOR	5.00	Director	$0	$0	$0
MARTHA JOHNSON	DIRECTOR	5.00	Director	$0	$0	$0
SHEILA FULTON	DIRECTOR	5.00	Director	$0	$0	$0
NANCY HILDENBRAND	DIRECTOR	5.00	Director	$0	$0	$0
CRAIG KOLLER	DIRECTOR	5.00	Director	$0	$0	$0
AUDREY MILLER	DIRECTOR	5.00	Director	$0	$0	$0
KATHY PETRIE	DIRECTOR	5.00	Director	$0	$0	$0
FAITH SCHAFFER	DIRECTOR	5.00	Director	$0	$0	$0
JEFFREY SCHMOYER	DIRECTOR	5.00	Director	$0	$0	$0
BRENDAN STRASSER	DIRECTORLIBRARIAN	5.00	Director	$0	$0	$0
DAVID WALKER	DIRECTOR	5.00	Director	$0	$0	$0
BRENDA WINKLER	DIRECTOR	5.00	Director	$0	$0	$0
CHARLIE YOUNG	DIRECTOR	5.00	Director	$0	$0	$0
DONALD MILLER	DIRECTOR	5.00	Director	$0	$0	$0
PAM BERG	VICEPRESIDENT	10.00	Officer	$0	$0	$0
KERRI SCHEGAN	REC SECRETARY	10.00	Officer	$0	$0	$0
RITA ROBERTSON	CORRES SECRETARY	10.00	Officer	$0	$0	$0
JANET YOST	TREASURER	10.00	Officer	$0	$0	$0
KAREN DELONG	PRESIDENT	10.00	Officer	$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	No data	No data	No data	No data
2025	$46,999	$27,965	$731,312	$19,034
2024	$47,664	$31,575	$712,278	$16,089
2023	$150,603	$43,317	$696,189	$107,286
2022	$141,769	$80,894	$588,903	$60,875
2021	$65,494	$57,978	$528,028	$7,516
2020	$80,462	$64,676	$496,636	$15,786
2019	$42,415	$45,613	$480,850	$-3,198

KUTZTOWN AREA HISTORICAL SOCIETY