HISTORIC SCHAEFFERSTOWN INC (EIN 236463356) - 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

1965

Legal Domicile

Phone

7179492244

Tax Period

2024-11-01 to 2025-10-31

HISTORIC SCHAEFFERSTOWN INC, founded in 1965, is a small nonprofit that reported $133K in total revenue in fiscal year 2024. Revenue decreased 11% compared to the prior year. Expenses of $119K left a modest 11% surplus.

Mission

MISSION IS THE COLLECTION, PRESERVATION, STUDY, AND DISSEMINATION OF THE HISTORY AND FOLK CULTURE OF THE PENNSYLVANIA GERMANS IN SOUTH CENTRAL PENNSYLVANIA, WITH PARTICULAR FOCUS ON SCHAEFFERSTOWN, 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 (2024)

Revenue Breakdown

Contributions & Grants $103,328

Program Service Revenue $0

Investment Income $22,129

Other Revenue $7,418

TOTAL REVENUE $132,875

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,763

Fundraising Expenses $125

Program Expenses $116,897

Other Expenses $111,159

TOTAL EXPENSES $118,922

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,875	$149,633	-0.1%
Expenses	$118,922	$125,378	-0.1%
Net Income	$13,953	$24,255	-0.4%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Amber Axon-Good	Director	1.00	Director	$0	$0	$0
Sue Deck	Director	1.00	Director	$0	$0	$0
Brenda Morrow	1st Vice President	1.00	Director	$0	$0	$0
Donna Moyer	Treasurer	1.00	Director	$0	$0	$0
Tristan McGettrick	Director	1.00	Director	$0	$0	$0
Sarah Edris	Director	1.00	Director	$0	$0	$0
Lynn Wenger	President	1.00	Officer Director	$0	$0	$0
Gregory Moyer	Secretary	1.00	Officer Director	$0	$0	$0
Michael Elmer	2nd Vice President	1.00	Officer Director	$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
2025	$132,875	$118,922	$926,331	$13,953
2024	$149,633	$125,378	$921,255	$24,255
2023	$153,722	$118,971	$953,634	$34,751
2022	$117,392	$77,170	$825,877	$40,222
2021	$192,399	$86,958	$808,464	$105,441
2020	$87,295	$114,102	$683,374	$-26,807
2019	$110,090	$80,500	$697,020	$29,590
2018	$106,507	$98,324	$667,430	$8,183

HISTORIC SCHAEFFERSTOWN INC