Palmerton Area Historical Society (EIN 232609437) - 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

1990

Legal Domicile

Principal Officer

Duane Costenbader

Phone

6108246954

Tax Period

2024-10-01 to 2025-09-30

Palmerton Area Historical Society, founded in 1990, is a micro nonprofit that reported $77K in total revenue in fiscal year 2024. Revenue surged 88% from the prior year, signaling strong growth momentum. The organization ran a surplus of $31K, a strong 41% operating margin.

Mission

To preserve the heritage of the Palmerton 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 (2024)

Revenue Breakdown

Contributions & Grants $73,616

Program Service Revenue $371

Investment Income $1,616

Other Revenue $982

TOTAL REVENUE $76,585

Expense Breakdown

Grants Paid $1,768

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $30,083

Other Expenses $43,335

TOTAL EXPENSES $45,103

Year-over-Year Comparison

	2024	2023	Change
Revenue	$76,585	$40,710	+0.9%
Expenses	$45,103	$49,734	-0.1%
Net Income	$31,482	$-9,024	-4.5%

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
Duane Costenbader	Treasurer	5.00	Officer Director	$0	$0	$0
Lynn Shupp	President	5.00	Officer Director	$0	$0	$0
Richard Horinko	Director	3.00	Director	$0	$0	$0
Garry Mack	Director	3.00	Director	$0	$0	$0
Vinita Horinko	Director	3.00	Director	$0	$0	$0
Susan Steigerwalt	Secretary	3.00	Officer Director	$0	$0	$0
Bert Holczman	Vice president	3.00	Officer Director	$0	$0	$0
John Aulenbach	Director	3.00	Director	$0	$0	$0
Roy Christman	Director	3.00	Director	$0	$0	$0
Barry Scherer	Director	3.00	Director	$0	$0	$0
Carol Curcio	Director	3.00	Director	$0	$0	$0
Steven Goidich	Director	3.00	Director	$0	$0	$0
Patricia Kern	Director	3.00	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
2025	$76,585	$45,103	$284,362	$31,482
2024	$40,710	$49,734	$249,157	$-9,024
2023	$78,936	$80,324	$251,728	$-1,388
2022	$34,214	$34,543	$250,907	$-329
2021	$60,106	$53,133	$257,493	$6,973
2020	$28,642	$36,405	$251,058	$-7,763
2019	$70,220	$41,410	$258,858	$28,810
2018	$35,784	$41,908	$230,015	$-6,124

Palmerton Area Historical Society