HISTORIC BETHLEHEM INCORPORATED (EIN 246018079) - 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

1957

Legal Domicile

Principal Officer

LORIANN WUKITSCH

Phone

6108820450

Tax Period

2022-03-01 to 2023-02-28

HISTORIC BETHLEHEM INCORPORATED, founded in 1957, is a small nonprofit that reported $157K in total revenue in fiscal year 2022. Revenue surged 255% from the prior year, signaling strong growth momentum. Expenses of $325K exceeded revenue, resulting in a 107% operating deficit.

Mission

COLLECTS, RESTORES, PRESERVES, AND INTERPRETS MATERIAL CULTURE, HISTORIC BUILDINGS, AND HISTORY ASSOCIATED WITH CRAFTS, TRADES AND INDUSTRIES IN THE 18TH AND 19TH CENTURIES.

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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 (2022)

Revenue Breakdown

Contributions & Grants $118,954

Program Service Revenue $0

Investment Income $7,905

Other Revenue $29,919

TOTAL REVENUE $156,778

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $323,321

Other Expenses $325,029

TOTAL EXPENSES $325,029

Year-over-Year Comparison

	2022	2021	Change
Revenue	$156,778	$44,193	+2.5%
Expenses	$325,029	$188,225	+0.7%
Net Income	$-168,251	$-144,032	+0.2%

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

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

$114,563

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BARBARA HOLLENBACH	TRUSTEE	2.00	Director	$0	$0	$0
JOEL ROSENFELD	CHAIRPERSON	2.00	Officer Director	$0	$0	$0
WILLIAM H LEHR	VICE CHAIRPERSON	2.00	Officer Director	$0	$0	$0
SHEELA DONCHEZ	SECRETARY	2.00	Officer Director	$0	$0	$0
DAVE THOMSON	TREASURER	2.00	Officer Director	$0	$0	$0
MARY BROWN	TRUSTEE	2.00	Director	$0	$0	$0
JASON CORT	TRUSTEE	2.00	Director	$0	$0	$0
MARK CONNAR	TRUSTEE	2.00	Director	$0	$0	$0
JUDY DOUGHERTY	TRUSTEE	2.00	Director	$0	$0	$0
DOLLY DYER	TRUSTEE	2.00	Director	$0	$0	$0
PAT FARRELL	TRUSTEE	2.00	Director	$0	$0	$0
ANDREA FOUCEK	TRUSTEE	2.00	Director	$0	$0	$0
MIKE GARGANTA	TRUSTEE	2.00	Director	$0	$0	$0
COLLEEN GILBERT	TRUSTEE	2.00	Director	$0	$0	$0
ANNE RAMPOLLA	TRUSTEE	2.00	Director	$0	$0	$0
JUDY SAVCHAK	TRUSTEE	2.00	Director	$0	$0	$0
JIM WHILDIN	TRUSTEE	2.00	Director	$0	$0	$0
CYNTHIA KOSSO	TRUSTEE	2.00	Director	$0	$0	$0
LOIS WELLS	TRUSTEE	2.00	Director	$0	$0	$0
CAMILLE QUALTERE	TRUSTEE	2.00	Director	$0	$0	$0
RONALD REYBITZ	TRUSTEE	2.00	Director	$0	$0	$0
JIM MILLER	TRUSTEE	2.00	Director	$0	$0	$0
PAT WITMER	TRUSTEE	2.00	Director	$0	$0	$0
JENNIFER VAN DE VOORDE	TRUSTEE	2.00	Director	$0	$0	$0
JOSH WEAKNECHT	TRUSTEE	2.00	Director	$0	$0	$0
BRUCE PALMER	TRUSTEE	2.00	Director	$0	$0	$0
MARGUERITE BROWN	TRUSTEE	2.00	Director	$0	$0	$0
BEALL FOWLER	TRUSTEE	2.00	Director	$0	$0	$0
NANCY AHLUM	TRUSTEE	2.00	Director	$0	$0	$0
ALAN LOWCHER	TRUSTEE	2.00	Director	$0	$0	$0
SUZANNE MASON	TRUSTEE	2.00	Director	$0	$0	$0
BARRY PELL	TRUSTEE	2.00	Director	$0	$0	$0
BRIAN SABOL	TRUSTEE	2.00	Director	$0	$0	$0
LIZ SCOFIELD	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN WISE WILLARD	TRUSTEE	2.00	Director	$0	$0	$0
ANNE ZUG	TRUSTEE	2.00	Director	$0	$0	$0
KENNETH SMITH	TRUSTEE	2.00	Director	$0	$0	$0
ROBERT DE BEER	TRUSTEE	2.00	Director	$0	$0	$0
LUCINDA DEALTREY	TRUSTEE	2.00	Director	$0	$0	$0
TANYA MOHAN	TRUSTEE	2.00	Director	$0	$0	$0
LORIANN WUKITSCH	PRESIDENT	2.00	Officer	$0	$6,380	$114,563

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
2023	$156,778	$325,029	No data	$-168,251
2022	$44,193	$188,225	$2,957,880	$-144,032
2021	$73,122	$220,535	$3,039,351	$-147,413
2020	$203,750	$168,317	$3,019,984	$35,433
2019	$172,151	$197,129	$2,998,110	$-24,978
2018	$96,133	$158,338	$3,122,235	$-62,205

HISTORIC BETHLEHEM INCORPORATED