NANTICOKE VALLEY HISTORICAL SOCIETY (EIN 237169492) - 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

1976

Legal Domicile

Principal Officer

GORDIE GOTTLIEB

Phone

6078624684

Tax Period

2023-01-01 to 2023-12-31

NANTICOKE VALLEY HISTORICAL SOCIETY, founded in 1976, is a small nonprofit that reported $234K in total revenue in fiscal year 2023. The organization ran a surplus of $216K, a strong 92% operating margin.

Mission

PRESENT PLACES OF INTEREST FOR THE COMMINITY INCLUDING A MILL, SCHOOL HOUSE,MEMORIALS, HISTORICAL HOMES, CARRIAGE HOUSE WITH BARN, PAGODA AND OTHER PLACE OF HISTORICAL PLACES

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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 $191,031

Program Service Revenue $13,869

Investment Income $15,593

Other Revenue $13,869

TOTAL REVENUE $234,362

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $14,274

Other Expenses $18,497

TOTAL EXPENSES $18,497

Year-over-Year Comparison

	2023	2022	Change
Revenue	$234,362	N/A	N/A
Expenses	$18,497	N/A	N/A
Net Income	$215,865	N/A	N/A

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
BILL AUSTIN	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTINE CLIFTON-KENDALL	TRUSTEE	1.00	Director	$0	$0	$0
KERIN FLANNERY	TRUSTEE	1.00	Director	$0	$0	$0
DIXIE KUCHARSKI	TRUSTEE	1.00	Director	$0	$0	$0
LYNN ROSS	TRUSTEE	1.00	Director	$0	$0	$0
SANDY ROZEK	TRUSTEE	1.00	Director	$0	$0	$0
CARLA SULLIVAN	TRUSTEE	1.00	Director	$0	$0	$0
PHIL CHILDS	MEDIA AND CO	3.00	Officer	$0	$0	$0
JEFF EGAN	TREASURER FU	3.00	Officer	$0	$0	$0
GORDIE GOTTLIEB	PRESIDENT	3.00	Officer	$0	$0	$0
LUKE KAZYNSKI	MILL CURATOR	2.00	Officer	$0	$0	$0
JUDY KUNZ	TRUSTEE	3.00	Officer	$0	$0	$0
SUE LISK	ARCHIVIST	3.00	Officer	$0	$0	$0
SYLVIA WARD	SECRETARY	3.00	Officer	$0	$0	$0
JOANN WEIR	ACTING VICS-	3.00	Officer	$0	$0	$0
JOANNE WEIR	CURATOR	2.00	Officer	$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	No data	No data	No data	No data
2023	$234,362	$18,497	$503,151	$215,865
2023	$233,885	$39,395	$503,787	$194,490
2022	$91,529	$43,229	$309,297	$48,300
2021	$55,308	$22,483	$260,997	$32,825
2020	$28,421	$25,253	$228,172	$3,168
2019	$25,231	$21,347	$225,004	$3,884
2018	$40,488	$25,583	$221,120	$14,905

NANTICOKE VALLEY HISTORICAL SOCIETY