LATROBE AREA HISTORICAL SOCIETY (EIN 237372128) - 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

1973

Legal Domicile

Principal Officer

MARY LOU TOWNSEND

Phone

7245398889

Tax Period

2023-01-01 to 2023-12-31

LATROBE AREA HISTORICAL SOCIETY, founded in 1973, is a small nonprofit that reported $195K in total revenue in fiscal year 2023. Revenue surged 215% from the prior year, signaling strong growth momentum. The organization ran a surplus of $161K, a strong 82% operating margin.

Mission

LATROBE AREA HISTORICAL SOCIETY IS DEDICATED TO THE COLLECTION, STUDY, AND DOCUMENTATION OF THE LATROBE COMMUNITY'S HERITAGE AND TO THE PRESERVATION OF LOCAL HISTORY AND ITS ETHNIC ROOTS. ITS FOCUS AREA INCLUDES THE CITY OF LATROBE, UNITY TOWNSHIP AND PARTS OF DERRY TOWNSHIP.

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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 $181,337

Program Service Revenue $10,552

Investment Income $3,122

Other Revenue $94

TOTAL REVENUE $195,105

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $425

Program Expenses $31,231

Other Expenses $34,197

TOTAL EXPENSES $34,197

Year-over-Year Comparison

	2023	2022	Change
Revenue	$195,105	$61,934	+2.2%
Expenses	$34,197	$37,532	-0.1%
Net Income	$160,908	$24,402	+5.6%

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

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
IRENE BISI	BOARD MEMBER	0.00	Director	$0	$0	$0
JASON BRINKER	VICE - PRESI	1.00	Officer Director	$0	$0	$0
BRENDA CARNAHAN	BOARD MEMBER	N/A	Director	$0	$0	$0
ROWENA HIMLER	BOARD MEMBER	8.00	Director	$0	$0	$0
JASON HUSKA	BOARD MEMBER	N/A	Director	$0	$0	$0
CONSTANCE MARUCCO	SECRETARY	8.00	Officer Director	$0	$0	$0
MATTHEW MAYGER	BOARD MEMBER	N/A	Director	$0	$0	$0
JAMES MICKINAK	BOARD MEMBER	N/A	Director	$0	$0	$0
JAMES OKONAK	BOARD MEMBER	N/A	Director	$0	$0	$0
ROBERT SENGER	BOARD MEMBER	N/A	Director	$0	$0	$0
MARY LOU TOWNSEND	PRESIDENT	10.00	Officer Director	$0	$0	$0
MARYANN WHITE-HELFFERICH	TREASURER	2.00	Officer 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	No data	No data	No data	No data
2023	$195,105	$34,197	$552,102	$160,908

LATROBE AREA HISTORICAL SOCIETY