Clearfield County Historical Society (EIN 237076454) - 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

1956

Legal Domicile

Principal Officer

Robert Eshelman

Phone

8147656125

Tax Period

2024-01-01 to 2024-12-31

Clearfield County Historical Society, founded in 1956, is a small nonprofit that reported $203K in total revenue in fiscal year 2024. The organization ran a surplus of $132K, a strong 65% operating margin.

Mission

Operation of a museum and genealogical research library.

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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 $33,512

Program Service Revenue $0

Investment Income $100,596

Other Revenue $69,098

TOTAL REVENUE $203,206

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $70,295

Other Expenses $71,290

TOTAL EXPENSES $71,290

Year-over-Year Comparison

	2024	2023	Change
Revenue	$203,206	$199,335	+0.0%
Expenses	$71,290	$74,909	0.0%
Net Income	$131,916	$124,426	+0.1%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Becky Hummel	Director	1.00	Director	$0	$0	$0
Justina Gaylor	Director	0.00	Director	$0	$0	$0
John Warsing	Director	0.00	Director	$0	$0	$0
Brent A Thomas	Treasurer	2.00	Officer Director	$0	$0	$0
Scott Kolesar	Director	1.00	Director	$0	$0	$0
Sharon Aaron	Secretary	1.00	Officer Director	$0	$0	$0
Nathen E Jones	Director	0.00	Director	$0	$0	$0
Paula Miller	Director	1.00	Director	$0	$0	$0
Julie Houston	Director	1.00	Director	$0	$0	$0
Catherine L Hughes	Vice President	2.00	Officer Director	$0	$0	$0
Fred Ralston	Director	0.00	Director	$0	$0	$0
Roger Rorabaugh	Director	0.00	Director	$0	$0	$0
Robert Eshelman	President	0.00	Officer Director	$0	$0	$0
Mary Kay Royer	Director	0.00	Director	$0	$0	$0
Patrick Pallo	Director	0.00	Director	$0	$0	$0
Chris Watson	Director	0.00	Director	$0	$0	$0
Cathy R Larson	Director	2.00	Director	$0	$0	$0
John R Woolridge Jr	Director	0.00	Director	$0	$0	$0
Susan Williams	Director	0.00	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	$203,206	$71,290	$2,994,348	$131,916
2023	$199,335	$74,909	$2,795,708	$124,426
2022	$610,210	$62,243	$2,630,968	$547,967
2021	$417,745	$54,882	$2,118,382	$362,863
2020	$227,674	$53,608	$1,641,253	$174,066
2019	$94,438	$57,568	$1,538,573	$36,870
2018	$600,979	$53,923	$1,425,261	$547,056

Clearfield County Historical Society