HISTORICAL SOCIETY OF THE COCALICO VALLEY (EIN 237002514) - 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

1957

Legal Domicile

Principal Officer

ROBERT SNADER

Phone

7177331616

Tax Period

2024-01-01 to 2024-12-31

HISTORICAL SOCIETY OF THE COCALICO VALLEY, founded in 1957, is a small nonprofit in the Arts, Culture & Humanities sector that reported $198K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $65K, a strong 33% operating margin.

Mission

MAINTAIN A HISTORICAL LIBRARY AND A MUSEUM HOUSING A COLLECTION OF ARTIFACTS WHICH ARE INDIGENOUS TO THE AREA

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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 $95,594

Program Service Revenue $11,596

Investment Income $89,655

Other Revenue $1,611

TOTAL REVENUE $198,456

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,427

Fundraising Expenses $1,302

Program Expenses $116,715

Other Expenses $100,677

TOTAL EXPENSES $133,128

Year-over-Year Comparison

	2024	2023	Change
Revenue	$198,456	$181,753	+0.1%
Expenses	$133,128	$139,209	0.0%
Net Income	$65,328	$42,544	+0.5%

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
JOANNE L BENDER	RECORDING SECRETARY	8.00	Officer Director	$0	$0	$0
JAMES E BRUBAKER	OUTGOING TREASURER	20.00	Officer Director	$0	$0	$0
G ROBERT EBERLY	TRUSTEE	4.00	Director	$0	$0	$0
ELAINE H BOWMAN	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN CHELTON	TRUSTEE	2.00	Director	$0	$0	$0
PENNY L LYBA	CORRESPONDING SECRETARY	16.00	Officer Director	$0	$0	$0
ROBERT SNADER	INCOMING TREASURER	20.00	Officer Director	$0	$0	$0
DANIEL S SWEIGART	TRUSTEE	2.00	Director	$0	$0	$0
ANGELA STEWART	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
PATRICIA WOLF	PRESIDENT	20.00	Officer Director	$0	$0	$0
DELORES NEUBER	TRUSTEE	2.00	Director	$0	$0	$0
JEAN KULP	TRUSTEE	2.00	Director	$0	$0	$0
G DOUGLAS GEHR	TRUSTEE	2.00	Director	$0	$0	$0
DENISE HARTER	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT LAUSCH	TRUSTEE	2.00	Director	$0	$0	$0
JON PRICE	TRUSTEE	2.00	Director	$0	$0	$0
JIM KIMMEL	TRUSTEE	2.00	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
2024	$198,456	$133,128	$1,871,516	$65,328
2023	$181,753	$139,209	$1,812,982	$42,544
2022	$206,050	$161,157	$1,752,380	$44,893
2021	$168,445	$113,541	$1,824,809	$54,904
2020	$133,478	$120,708	$1,720,925	$12,770
2019	$190,195	$129,415	$1,679,772	$60,780
2018	$80,206	$110,633	$1,559,614	$-30,427

HISTORICAL SOCIETY OF THE COCALICO VALLEY