Historical Society of St Marys & Benzinger Township (EIN 237305483) - 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

1960

Legal Domicile

Principal Officer

Shelly Eckl

Phone

8148346525

Tax Period

2024-01-01 to 2024-12-31

Historical Society of St Marys & Benzinger Township, founded in 1960, is a micro nonprofit that reported $65K in total revenue in fiscal year 2024. Revenue surged 48% from the prior year, signaling strong growth momentum. Expenses of $57K left a modest 12% surplus.

Mission

The mission of the historical society is to assemble a collection of items from the local area of historical importance to the area residents and to display those items for the education and enjoyment of area residents and visitors.

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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 $24,744

Program Service Revenue $3,885

Investment Income $25,876

Other Revenue $10,659

TOTAL REVENUE $65,164

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,188

Program Expenses $38,419

Other Expenses $57,367

TOTAL EXPENSES $57,367

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,164	$43,937	+0.5%
Expenses	$57,367	$50,334	+0.1%
Net Income	$7,797	$-6,397	-2.2%

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

N/A

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
ALICE BEIMEL	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA SAMICK	DIRECTOR	1.00	Director	$0	$0	$0
DENNIS LECKER	SECRETARY	1.00	Officer Director	$0	$0	$0
DENNIS MCGEEHAN	DIRECTOR	1.00	Director	$0	$0	$0
DONNA BURGESS	DIRECTOR	1.00	Director	$0	$0	$0
ELLEN OLSON	DIRECTOR	1.00	Director	$0	$0	$0
JILL CYPHERT	DIRECTOR	1.00	Director	$0	$0	$0
LYLE GARNER	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARCIA BLEGGI	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHELLY ECKL	TREASURER	10.00	Officer Director	$0	$0	$0
MARY PAT FLEMING	DIRECTOR	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
2024	$65,164	$57,367	$1,206,326	$7,797
2023	$43,937	$50,334	$1,198,529	$-6,397
2022	$48,256	$56,598	$1,204,926	$-8,342
2021	$71,795	$49,906	$1,213,268	$21,889
2020	$38,746	$53,457	$1,191,379	$-14,711
2019	$73,924	$55,024	$1,206,090	$18,900

Historical Society of St Marys & Benzinger Township