TAMAQUA HISTORICAL SOCIETY (EIN 237201235) - 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

1993

Legal Domicile

Principal Officer

DALE W FREUDENBERGER

Phone

6105976722

Tax Period

2023-01-01 to 2023-12-31

TAMAQUA HISTORICAL SOCIETY, founded in 1993, is a micro nonprofit that reported $79K in total revenue in fiscal year 2023. Revenue fell 51% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $41K, a strong 51% operating margin.

Mission

TO PRESERVE THE HISTORY OF TAMAQUA, PA

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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 $70,880

Program Service Revenue $6,523

Investment Income $892

Other Revenue $564

TOTAL REVENUE $78,859

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,563

Other Expenses $38,352

TOTAL EXPENSES $38,352

Year-over-Year Comparison

	2023	2022	Change
Revenue	$78,859	$161,657	-0.5%
Expenses	$38,352	$49,386	-0.2%
Net Income	$40,507	$112,271	-0.6%

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

N/A

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
DALE W FREUDENBERGER	PRESIDENT	N/A	Officer Director	$0	$0	$0
WILLIAM C HARLEMAN II	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
CHRISTINE G SANTORE	TREASURER	N/A	Officer Director	$0	$0	$0
GARY J WILLING	SECRETARY	N/A	Officer Director	$0	$0	$0
JEAN FREED STOLZ	DIRECTOR	N/A	Director	$0	$0	$0
RUTH WILLING	DIRECTOR	N/A	Director	$0	$0	$0
WALTER WESTON	DIRECTOR	N/A	Director	$0	$0	$0
DONALD SERFASS	DIRECTOR	N/A	Director	$0	$0	$0
RONALD BECKER	DIRECTOR	N/A	Director	$0	$0	$0
MARIE BECKER	DIRECTOR	N/A	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	No data	No data	No data	No data
2023	$78,859	$38,352	$778,132	$40,507
2022	$161,657	$49,386	$747,650	$112,271
2021	$109,729	$28,274	$645,357	$81,455
2020	$35,040	$15,457	$602,886	$19,583

TAMAQUA HISTORICAL SOCIETY