HUNTINGDON COUNTY HISTORICAL SOCIETY (EIN 236279302) - 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

1936

Legal Domicile

Principal Officer

MIKE FLECK

Phone

8146435449

Tax Period

2024-01-01 to 2024-12-31

HUNTINGDON COUNTY HISTORICAL SOCIETY, founded in 1936, is a small nonprofit that reported $112K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $33K, a strong 30% operating margin.

Mission

EDUCATION AND PRESERVATION OF LOCAL HISTORY

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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 $44,660

Program Service Revenue $4,006

Investment Income $63,098

Other Revenue $0

TOTAL REVENUE $111,764

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,824

Fundraising Expenses $5,842

Program Expenses $44,194

Other Expenses $57,942

TOTAL EXPENSES $78,766

Year-over-Year Comparison

	2024	2023	Change
Revenue	$111,764	$123,461	-0.1%
Expenses	$78,766	$101,839	-0.2%
Net Income	$32,998	$21,622	+0.5%

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

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
ROY STEVENS	TRUSTEE	1.00	Director	$0	$0	$0
J MURRAY AFRICA	TRUSTEE	1.00	Director	$0	$0	$0
LONNIE SMITH JR	TRUSTEE	1.00	Director	$0	$0	$0
JIM REEVES	TRUSTEE	1.00	Director	$0	$0	$0
COLBY GRUBB	TRUSTEE	1.00	Director	$0	$0	$0
LAWRENCE BIEMILLER	TRUSTEE	1.00	Director	$0	$0	$0
RICK WALKER	TRUSTEE	10.00	Director	$0	$0	$0
JULIE ROCKWELL	TRUSTEE	10.00	Director	$0	$0	$0
SHANE MORAN	TRUSTEE	10.00	Director	$0	$0	$0
PETER LIESE	TRUSTEE	10.00	Director	$0	$0	$0
MIKE FLECK	PRESIDENT	10.00	Officer	$0	$0	$0
MARIA PETTINGER	SECRETARY	5.00	Officer	$0	$0	$0
FRED LANG	VICE PRESIDENT	5.00	Officer	$0	$0	$0
MARGARET SKRIVSETH	EXECUTIVE DIRECTOR	32.00	Highest	$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	$111,764	$78,766	$746,398	$32,998
2023	$123,461	$101,839	$714,259	$21,622
2022	$92,269	$196,872	$691,932	$-104,603
2021	$94,631	$47,637	$796,284	$46,994
2020	$116,391	$51,562	$749,154	$64,829
2019	$112,898	$56,408	$700,420	$56,490
2018	$226,961	$44,835	$628,812	$182,126

HUNTINGDON COUNTY HISTORICAL SOCIETY