Pottstown Historical Society (EIN 236296999) - 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

1939

Legal Domicile

Principal Officer

David Kerns

Tax Period

2019-01-01 to 2019-12-31

Pottstown Historical Society, founded in 1939, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $10K in total revenue in fiscal year 2019. Revenue fell 84% from the prior year — a significant decline worth monitoring. Expenses of $15K exceeded revenue, resulting in a 46% operating deficit.

Mission

To promote interest in, and study of the historic background of the boro of Pottstown and vicinity, and to collect historic documents and records in order to preserve local history and the history of Pennsylvania.

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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 (2019)

Revenue Breakdown

Contributions & Grants $5,497

Program Service Revenue $0

Investment Income $4,567

Other Revenue $-50

TOTAL REVENUE $10,014

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $14,607

TOTAL EXPENSES $14,607

Year-over-Year Comparison

	2019	2018	Change
Revenue	$10,014	$63,677	-0.8%
Expenses	$14,607	$12,189	+0.2%
Net Income	$-4,593	$51,488	-1.1%

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

N/A

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
Beverly Nuzzo	Director	2.00	Director	$0	$0	$0
Levi Wolf	Director	2.00	Director	$0	$0	$0
Patti Derr	Director	2.00	Director	$0	$0	$0
David Kerns	President	10.00	Officer	$0	$0	$0
Robert Evans	Vice President	2.00	Officer	$0	$0	$0
Barbara Toroney	Treasurer	5.00	Officer	$0	$0	$0
Marie Kelly	Assistant Treasure	2.00	Officer	$0	$0	$0
Laura Groth	Record Secretary	2.00	Officer	$0	$0	$0
Jean Sweeney	Secretary	2.00	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
2019	$10,014	$14,607	$306,748	$-4,593

Pottstown Historical Society