MANHEIM HISTORICAL SOCIETY (EIN 232698291) - 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

1964

Legal Domicile

Principal Officer

BARBARA HORST

Phone

7176657989

Tax Period

2023-01-01 to 2023-12-31

MANHEIM HISTORICAL SOCIETY, founded in 1964, is a micro nonprofit that reported $78K in total revenue in fiscal year 2023. Revenue fell 39% from the prior year — a significant decline worth monitoring. Expenses of $120K exceeded revenue, resulting in a 55% operating deficit.

Mission

HISTORIC PRESERVATION MUSEUM

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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 $57,603

Program Service Revenue $0

Investment Income $14,496

Other Revenue $5,806

TOTAL REVENUE $77,905

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $275

Program Expenses $87,569

Other Expenses $120,383

TOTAL EXPENSES $120,383

Year-over-Year Comparison

	2023	2022	Change
Revenue	$77,905	$127,752	-0.4%
Expenses	$120,383	$116,608	+0.0%
Net Income	$-42,478	$11,144	-4.8%

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
DONNA BOWERSOX	DIRECTOR	N/A	Director	$0	$0	$0
PEGGY CUNHA	DIRECTOR	N/A	Director	$0	$0	$0
PAM EVANS	DIRECTOR	N/A	Director	$0	$0	$0
LINDA FREY	DIRECTOR	N/A	Director	$0	$0	$0
AUDREY GEIB	SECRETARY	N/A	Officer Director	$0	$0	$0
WESLEY GEIB	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
BARBARA HORST	TREASURER	N/A	Officer Director	$0	$0	$0
BILL POWELL	DIRECTOR	N/A	Director	$0	$0	$0
BURT SAVITZ	DIRECTOR	N/A	Director	$0	$0	$0
DOUG SHAW	DIRECTOR	N/A	Director	$0	$0	$0
SUSAN WILLIAMS	PRESIDENT	N/A	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
2024	No data	No data	No data	No data
2023	$77,905	$120,383	$2,694,524	$-42,478
2022	$127,752	$116,608	$2,595,677	$11,144
2021	$286,701	$115,224	$2,783,535	$171,477
2020	$379,170	$113,124	$2,536,425	$266,046
2019	$94,269	$114,426	$2,238,837	$-20,157
2018	$120,718	$122,373	$2,134,230	$-1,655

MANHEIM HISTORICAL SOCIETY