LEHIGH COUNTY HISTORICAL SOCIETY (EIN 236394211) - 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

1907

Legal Domicile

Principal Officer

JIM HIGGINS

Phone

6104351074

Tax Period

2024-04-01 to 2025-03-31

LEHIGH COUNTY HISTORICAL SOCIETY, founded in 1907, is a small nonprofit in the Arts, Culture & Humanities sector that reported $983K in total revenue in fiscal year 2024. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $933K left a modest 5% surplus.

Mission

THE LEHIGH COUNTY HISTORICAL SOCIETY IS THE OFFICIAL HISTORICAL SOCIETY OF LEHIGH COUNTY, PA. WE MAINTAIN AND PRESERVE 4 HISTORICAL SITES. OUR TROXELL-STECKEL FARM MUSEUM IN WHITEHALL TOWNSHIP, PA WAS BUILT IN 1756. OUR 1770 COLONIAL STONE MANSION, KNOWN AS HISTORIC TROUT HALL IN ALLENTOWN, OUR ONE-ROOM 1893 SCHOOLHOUSE IN CLAUSSVILLE, PA, AND OUR HEADQUARTERS MUSEUM, THE 30,000 SQ. FT. LEHIGH VALLEY HERITAGE MUSEUM ARE AT THE HEART OF OUR MISSION. WE ALSO ADMINISTER TOURS AND PROGRAMS AT 3 COUNTY OWNED PROPERTIES: HAINES MILL MUSEUM, LOCKRIDGE FURNACE MUSEUM AND SAYLOR CEMENT MUSEUM. EACH YEAR WE INTERACT WITH AND EDUCATE MORE THAN 50,000 VISITORS AT ALL 7 OF THESE MUSEUM PROPERTIES. WE MAINTAIN AN ARCHIVE IN EXCESS OF 3,000,000 DOCUMENTS RELEVANT TO LEHIGH COUNTY, PENNSYLVANIA. WE CARE FOR 85,000 VINTAGE PHOTOGRAPHS AND THOUSANDS OF THREE-DIMENSIONAL OBJECTS RELATING TO THE HISTORY OF OUR REGION. WE ARE THE LEADING PROVIDER OF PUBLIC HISTORY PROGRAMS IN OUR REGION.

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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 $751,498

Program Service Revenue $31,908

Investment Income $157,808

Other Revenue $41,298

TOTAL REVENUE $982,512

Expense Breakdown

Grants Paid $0

Salaries & Benefits $423,831

Fundraising Expenses $30,477

Program Expenses $738,044

Other Expenses $509,064

TOTAL EXPENSES $932,895

Year-over-Year Comparison

	2024	2023	Change
Revenue	$982,512	$1,298,653	-0.2%
Expenses	$932,895	$980,795	0.0%
Net Income	$49,617	$317,858	-0.8%

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

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

$140,320

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALAN FRANCE	TREASURER	2.00	Officer Director	$0	$0	$0
DR MICHAEL GRAY	TRUSTEE	2.00	Director	$0	$0	$0
MYRON YODER	TRUSTEE	2.00	Director	$0	$0	$0
STEPHEN GEHRINGER	1ST VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
ROBERT M MCGOVERN JR	ASSISTANT SECRETARY	2.00	Officer Director	$0	$0	$0
ERIK OLSON	SECRETARY	2.00	Officer Director	$0	$0	$0
ARDITH HILLIARD	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN SERVIS	ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
DAVID BAUSCH	TRUSTEE	2.00	Director	$0	$0	$0
PHOEBE HARRIS	TRUSTEE	2.00	Director	$0	$0	$0
RAYMOND ALLAMONG	TRUSTEE	2.00	Director	$0	$0	$0
FREDERICK MONTGOMERY	2ND VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
DR JAMES KINTZEL	TRUSTEE	2.00	Director	$0	$0	$0
CHARLES SMITH	TRUSTEE	2.00	Director	$0	$0	$0
MITZA MORALES	TRUSTEE	2.00	Director	$0	$0	$0
JEFFREY DUTT	EX-OFFICIO	2.00	Director	$0	$0	$0
JOSEPH GARRERA	EXECUTIVE DIRECTOR (UNTIL 12/31/24)	60.00	Officer	$110,206	$3,285	$113,491
JAMES HIGGINS	EXECUTIVE DIRECTOR (BEGIN 1/1/25)	40.00	Officer	$26,829	$0	$26,829

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	$982,512	$932,895	$9,079,011	$49,617
2024	$1,298,653	$980,795	$8,860,017	$317,858
2023	$447,060	$850,709	$8,426,983	$-403,649
2022	$738,950	$802,803	$8,990,659	$-63,853
2021	$760,118	$751,090	$9,099,294	$9,028
2020	$695,152	$811,983	$8,129,009	$-116,831
2019	$672,659	$808,622	$8,605,797	$-135,963
2018	$674,749	$786,098	$8,738,112	$-111,349

LEHIGH COUNTY HISTORICAL SOCIETY