WESTMORELAND FAYETTE HISTORICAL SOCIETY (EIN 250998192) - 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

1928

Legal Domicile

Principal Officer

PILAR HERR

Phone

7248877910

Tax Period

2024-01-01 to 2024-12-31

WESTMORELAND FAYETTE HISTORICAL SOCIETY, founded in 1928, is a small nonprofit that reported $615K in total revenue in fiscal year 2024. Revenue fell 38% from the prior year — a significant decline worth monitoring. Expenses of $538K left a modest 13% surplus.

Mission

THE MISSION OF THE WEST OVERTON MUSEUM IS TO ILLUSTRATE THE HISTORY OF THE WEST OVERTON VILLAGE, ITS DISTILLERY, COAL AND COKE HERITAGE AND THE BIRTHPLACE OF HENRY CLAY FRICK.

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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 $353,177

Program Service Revenue $68,240

Investment Income $15,527

Other Revenue $177,960

TOTAL REVENUE $614,904

Expense Breakdown

Grants Paid $0

Salaries & Benefits $289,634

Fundraising Expenses $120,935

Program Expenses $295,661

Other Expenses $248,088

TOTAL EXPENSES $537,722

Year-over-Year Comparison

	2024	2023	Change
Revenue	$614,904	$988,252	-0.4%
Expenses	$537,722	$489,003	+0.1%
Net Income	$77,182	$499,249	-0.8%

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

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

$118,462

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PILAR HERR	CHAIR	2.00	Officer Director	$0	$0	$0
LARRY ANSELL	VICE CHAIR	2.00	Officer Director	$0	$0	$0
TIFFANY GUITTAP	TREASURER	2.00	Officer Director	$0	$0	$0
MARY ELLEN GALANOPOULOS	SECRETARY	2.00	Officer Director	$0	$0	$0
JACQUELINE HORRALL	DIRECTOR	1.00	Director	$0	$0	$0
SAM KOMLENIC	DIRECTOR	1.00	Director	$0	$0	$0
BRADFORD LAWRENCE	DIRECTOR	1.00	Director	$0	$0	$0
DONALD OLIGNER	DIRECTOR	1.00	Director	$0	$0	$0
STEVEN OVERHOLT	DIRECTOR	1.00	Director	$0	$0	$0
AARON HOLLIS JR	CO EXEC DIRE	40.00	Director	$59,231	$0	$59,231
PATRICK BOCHY	CO EXEC DIRE	40.00	Director	$59,231	$0	$59,231

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	$614,904	$537,722	$1,562,228	$77,182
2023	$1,104,836	$485,559	$1,624,870	$619,277
2022	$366,313	$599,095	$1,011,842	$-232,782
2022	$372,676	$603,585	$1,014,896	$-230,909
2021	$413,375	$618,111	$1,202,320	$-204,736
2020	$793,490	$390,714	$1,446,477	$402,776
2019	$323,275	$416,630	$972,362	$-93,355
2018	$465,385	$359,711	$1,190,163	$105,674

WESTMORELAND FAYETTE HISTORICAL SOCIETY