CONESTOGA AREA HISTORICAL SOCIETY (EIN 232735560) - 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

Legal Domicile

Principal Officer

JOHN STEHMAN

Phone

7178721699

Tax Period

2024-06-01 to 2025-05-31

CONESTOGA AREA HISTORICAL SOCIETY is a micro nonprofit in the Arts, Culture & Humanities sector that reported $84K in total revenue in fiscal year 2024. Revenue surged 108% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20K, a strong 24% operating margin.

Mission

DEDICATED TO PRESERVATION OF THE PENN MANOR AREA HISTORY THROUGH THE EXCHANGE OF IDEAS AND INFORMATION, PRESERVATION OF RESOURCES, AND PRESENTATION OF HISTORICAL ARTIFACTS FROM THE 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 $19,396

Program Service Revenue $0

Investment Income $62,689

Other Revenue $1,444

TOTAL REVENUE $83,529

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,647

Other Expenses $63,407

TOTAL EXPENSES $63,407

Year-over-Year Comparison

	2024	2023	Change
Revenue	$83,529	$40,117	+1.1%
Expenses	$63,407	$51,311	+0.2%
Net Income	$20,122	$-11,194	-2.8%

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
JOHN STEHMAN	PRESIDENT	12.00	Officer	$0	$0	$0
JIM KAUFFMAN	VICE-PRESIDE	8.00	Officer	$0	$0	$0
KEVIN SYPIEN	TREASURER	4.00	Officer	$0	$0	$0
KATHY DUKE	SECRETARY	8.00	Officer	$0	$0	$0
JAMES HEISTAND	TRUSTEE	4.00	Director	$0	$0	$0
ROBERT HOLLISTER	TRUSTEE	2.00	Director	$0	$0	$0
KAYLA FREY	TRUSTEE	4.00	Director	$0	$0	$0
INTA STEED	TRUSTEE	2.00	Director	$0	$0	$0
FRED SCHENCK	TRUSTEE	6.00	Director	$0	$0	$0
JOHN FORWOOD	TRUSTEE	4.00	Director	$0	$0	$0
KATHY BRABSON	TRUSTEE	2.00	Director	$0	$0	$0
ROBIN MAGUIRE	TRUSTEE	6.00	Director	$0	$0	$0
SANDY SCHENCK	TRUSTEE	6.00	Director	$0	$0	$0
ADAM ZURN	TRUSTEE	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
2025	$83,529	$63,407	$1,393,433	$20,122
2024	$40,117	$51,311	$1,371,292	$-11,194
2023	$22,065	$41,401	$1,322,814	$-19,336
2022	$62,194	$60,318	$1,364,170	$1,876
2021	$53,790	$43,811	$1,388,937	$9,979
2020	$38,497	$48,730	$1,337,550	$-10,233
2019	$34,408	$45,123	$1,347,783	$-10,715

CONESTOGA AREA HISTORICAL SOCIETY