COLUMBIA COUNTY HISTORICAL & GENEALOGICAL SOCIETY

EIN: 237088155 501(c)(3) Arts, Culture & Humanities

BLOOMSBURG, PA

Total Revenue
$65,617
Total Expenses
$86,236
Total Assets
$1,319,294
Net Assets
$1,319,294
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1964
Legal Domicile
PA
Principal Officer
MICHAEL SHAPEERO
Phone
5707841600
Tax Period
2024-04-01 to 2025-03-31

COLUMBIA COUNTY HISTORICAL & GENEALOGICAL SOCIETY, founded in 1964, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $66K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $86K exceeded revenue, resulting in a 31% operating deficit.

Mission

MAINTAIN, EXPAND AND PRESERVE HISTORICAL COLLECTION OF BOOKS AND OTHER FORMATS REGARDING THE AREA RESIDENTS PAST AND PRESENT OF COLUMBIA COUNTY AND SURROUNDING COUNTIES AND COMMUNITIES

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $44,549
Program Service Revenue $238
Investment Income $15,325
Other Revenue $5,505
TOTAL REVENUE $65,617

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $855
Program Expenses $76,287
Other Expenses $86,236
TOTAL EXPENSES $86,236

Year-over-Year Comparison

2024 2023 Change
Revenue $65,617 $130,316 -0.5%
Expenses $86,236 $81,769 +0.1%
Net Income $-20,619 $48,547 -1.4%
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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Governance

Voting Members
17
Independent Members
17
Employees
N/A
Volunteers
6

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
4
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID MILLARD PRESIDENT 5.00
Officer
$0 $0 $0
ALAN LUCHUS VICE PRESIDENT 5.00
Officer
$0 $0 $0
MIKE SHAPEERO TREASURER 5.00
Officer
$0 $0 $0
RACHEL SHAFFER SECRETARY 5.00
Officer
$0 $0 $0
CAROL WOOLRIDGE EXECUTIVE DIRECTOR 8.00
Director
$0 $0 $0
STEVE CAMPBELL BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM BAILLIE BOARD MEMBER N/A
Director
$0 $0 $0
MARK FRITZ BOARD MEMBER N/A
Director
$0 $0 $0
GEORGE HOLDREN BOARD MEMBER N/A
Director
$0 $0 $0
DON KELCHNER BOARD MEMBER N/A
Director
$0 $0 $0
CARY RHODOMOYER BOARD MEMBER N/A
Director
$0 $0 $0
SHAWN CREIGHTON BOARD MEMBER N/A
Director
$0 $0 $0
STEVE SMITH BOARD MEMBER N/A
Director
$0 $0 $0
CHARLOTTE WELLIVER BOARD MEMBER N/A
Director
$0 $0 $0
DANI CROSSLEY BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERT DUNKELBERGER BOARD MEMBER 1.00
Director
$0 $0 $0
DAVE SHAFFER BOARD MEMBER 1.00
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
2025 $65,617 $86,236 $1,319,294 $-20,619
2024 $130,316 $81,769 $1,328,037 $48,547
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