BROCKWAY AREA HISTORICAL SOCIETY (EIN 237099227) - 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

1970

Legal Domicile

Principal Officer

ROBERT TAMI

Phone

8142655395

Tax Period

2023-08-01 to 2024-07-31

BROCKWAY AREA HISTORICAL SOCIETY, founded in 1970, is a micro nonprofit that reported $39K in total revenue in fiscal year 2023. Expenses of $50K exceeded revenue, resulting in a 28% operating deficit.

Mission

MAINTAIN SUITABLE ENVIRONMENT TO DISPLAY ARTIFIACTS, PUBLISH A SEMIANNUAL NEWSLETTER TO MEMBERS AND PROVIDE ANCESTOR GENEOLOGY RESEARCH.

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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 $37,515

Program Service Revenue $0

Investment Income $0

Other Revenue $1,320

TOTAL REVENUE $38,835

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,696

Fundraising Expenses $0

Program Expenses $32,672

Other Expenses $29,990

TOTAL EXPENSES $49,686

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,835	$40,200	0.0%
Expenses	$49,686	$55,467	-0.1%
Net Income	$-10,851	$-15,267	-0.3%

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
ROBERT TAMI	PRESIDENT/DIRECTOR	4.00	Officer Director	$0	$0	$0
BRUCE MILLER	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
JESSICA CLONTZ	SECRETARY	4.00	Officer Director	$0	$0	$0
PATTY TAMI	TREASURER	12.00	Officer Director	$0	$0	$0
PATRICIA HAMBLIN	DIRECTOR	4.00	Director	$0	$0	$0
ROB KEITH	DIRECTOR	4.00	Director	$0	$0	$0
TIM CARNAHAN	DIRECTOR	4.00	Director	$0	$0	$0
LINDA MORELLI	DIRECTOR	4.00	Director	$0	$0	$0
JOSH CLONTZ	DIRECTOR	4.00	Director	$0	$0	$0
RICK GALLUZZI	DIRECTOR	4.00	Director	$0	$0	$0
MARY KAY SHELEY	DIRECTOR	4.00	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	No data	No data	No data	No data
2024	$38,835	$49,686	$1,912,124	$-10,851
2023	$40,200	$55,467	$1,913,962	$-15,267
2022	$62,890	$62,879	$1,929,155	$11
2021	$154,148	$86,357	$1,929,123	$67,791
2020	$42,465	$75,644	$1,697,121	$-33,179
2019	$55,983	$80,369	$1,694,734	$-24,386

BROCKWAY AREA HISTORICAL SOCIETY