HISTORIC PRESERVATION TRUST OF BERKS COUNTY (EIN 236412247) - 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

1964

Legal Domicile

Principal Officer

LAURENCE WARD

Phone

6103854762

Tax Period

2023-01-01 to 2023-12-31

HISTORIC PRESERVATION TRUST OF BERKS COUNTY, founded in 1964, is a small nonprofit in the Arts, Culture & Humanities sector that reported $236K in total revenue in fiscal year 2023. Revenue surged 122% from the prior year, signaling strong growth momentum. The organization ran a surplus of $132K, a strong 56% operating margin.

Mission

HISTORIC PRESERVATION OF SEVEN PROPERTIES IN BERKS COUNTY, THE PROMOTION OF HISTORICAL PRESERVATION GOALS, AND DIGITALLY ARCHIVING HISTORICAL MATERIALS RELATING TO EACH OF THE PROPERTIES THAT IT OWNS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $138,496

Program Service Revenue $0

Investment Income $93,778

Other Revenue $3,600

TOTAL REVENUE $235,874

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,380

Fundraising Expenses $0

Program Expenses $88,512

Other Expenses $102,261

TOTAL EXPENSES $103,641

Year-over-Year Comparison

	2023	2022	Change
Revenue	$235,874	$106,140	+1.2%
Expenses	$103,641	$84,339	+0.2%
Net Income	$132,233	$21,801	+5.1%

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

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

$1,380

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRADFORD KISSAM	PRESIDENT	1.00	Officer Director	$0	$0	$0
JOHN HIBSCHMAN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
PETER HAMMOND	TREASURER	1.00	Officer Director	$0	$0	$0
VICKY HEFFNER	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS KEIM	DIRECTOR	1.00	Director	$0	$0	$0
BRENT ERB	DIRECTOR	1.00	Director	$0	$0	$0
JIM LEWARS	DIRECTOR	1.00	Director	$0	$0	$0
COURTNEY STEVENS	DIRECTOR	1.00	Director	$0	$0	$0
MICHELLE LYNCH	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA MACHIK	DIRECTOR	5.00	Director	$1,380	$0	$1,380
THOMAS STOKES	DIRECTOR	1.00	Director	$0	$0	$0
OMAR HOTTENSTEIN	DIRECTOR	1.00	Director	$0	$0	$0
SUE MILLER SPEROS	DIRECTOR	1.00	Director	$0	$0	$0
GENE DELAPLANE	DIRECTOR	1.00	Director	$0	$0	$0
LAWRENCE HENDRICKSON	DIRECTOR	1.00	Director	$0	$0	$0
PRISCILLA WALSKY	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA DETURCK WITMAN	DIRECTOR	1.00	Director	$0	$0	$0
LAURENCE WARD	FINANCIAL SE	1.00	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	No data	No data	No data	No data
2023	$235,874	$103,641	$2,435,729	$132,233
2022	$106,140	$84,339	$2,258,163	$21,801
2021	$75,008	$73,844	$2,300,837	$1,164
2020	$56,318	$76,138	$2,212,075	$-19,820
2019	$116,694	$76,924	$2,211,384	$39,770
2018	$128,124	$69,527	$2,102,150	$58,597

HISTORIC PRESERVATION TRUST OF BERKS COUNTY