LITITZ HISTORICAL FOUNDATION INC (EIN 236289920) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Principal Officer

CORY VAN BROOKHOVEN

Phone

7176274636

Tax Period

2024-01-01 to 2024-12-31

LITITZ HISTORICAL FOUNDATION INC, founded in 1955, is a small nonprofit that reported $157K in total revenue in fiscal year 2024. Expenses of $198K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO PRESERVE LITITZ HISTORY BY OPERATION OF THE MUELLER HOUSE, LITITZ MUSEUM AND GARDENS. THE FOUNDATION CONDUCTS TOURS OF THE EXHIBITS IN THESE BUILDINGS WHICH DEPICT THE HISTORY OF THE LITITZ AREA.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $61,455

Program Service Revenue $76,894

Investment Income $19,084

Other Revenue $17

TOTAL REVENUE $157,450

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,649

Fundraising Expenses $0

Program Expenses $131,677

Other Expenses $118,543

TOTAL EXPENSES $198,192

Year-over-Year Comparison

	2024	2023	Change
Revenue	$157,450	$159,640	0.0%
Expenses	$198,192	$184,461	+0.1%
Net Income	$-40,742	$-24,821	+0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$39,682

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS OEHME	VICE-PRESIDE	8.00	Officer	$0	$0	$0
CORY VAN BROOKHOVEN	PRESIDENT	40.00	Officer	$39,682	$0	$39,682
DAVID ORR	TREASURER	12.00	Officer	$0	$0	$0
TOM WENTZEL	SECRETARY	2.00	Officer	$0	$0	$0
MIKE CALDWELL	ASSISTANT TR	12.00	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
2024	$157,450	$198,192	$1,420,337	$-40,742
2023	$159,640	$184,461	$1,461,501	$-24,821
2022	$100,819	$122,351	$1,485,944	$-21,532
2021	$422,541	$92,102	$1,507,509	$330,439
2020	$74,608	$74,220	$1,176,729	$388
2019	$101,825	$96,314	$1,176,453	$5,511
2018	$138,678	$104,993	$1,170,897	$33,685

LITITZ HISTORICAL FOUNDATION INC