WESTMORELAND COUNTY HISTORICAL SOCI

EIN: 251202956 501(c)(3)

GREENSBURG, PA

Total Revenue
$438,863
Total Expenses
$311,618
Total Assets
$854,103
Net Assets
$852,229
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1908
Legal Domicile
PA
Phone
7248361800
Tax Period
2023-01-01 to 2023-12-31

WESTMORELAND COUNTY HISTORICAL SOCI, founded in 1908, is a small nonprofit that reported $439K in total revenue in fiscal year 2023. Revenue surged 34% from the prior year, signaling strong growth momentum. The organization ran a surplus of $127K, a strong 29% operating margin.

Mission

THE WESTMORELAND COUNTY HISTORICAL SOCIETY IS A NON-PROFIT EDUCATIONAL ORGANIZATION DEDICATED TO ACQUIRING AND MANAGING RESOURCES TO ENCOURAGE A DIVERSE AUDIENCE TO MAKE CONNECTIONS TO THE PAST, DEVELOP AN UNDERSTANDING OF THE PRESENT AND PROVIDE DIRECTION FOR THE FUTURE.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $294,824
Program Service Revenue $51,934
Investment Income $43,944
Other Revenue $48,161
TOTAL REVENUE $438,863

Expense Breakdown

Grants Paid $0
Salaries & Benefits $210,562
Fundraising Expenses $18,878
Program Expenses $231,347
Other Expenses $101,056
TOTAL EXPENSES $311,618

Year-over-Year Comparison

2023 2022 Change
Revenue $438,863 $327,357 +0.3%
Expenses $311,618 $352,041 -0.1%
Net Income $127,245 $-24,684 -6.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
15
Independent Members
15
Employees
13
Volunteers
150

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
6
$60,014
Total Directors
27
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ALICE KAYLOR CHAIRMAN 4.00
Officer Director
$0 $0 $0
PHYLLIS BERTOK VICE CHAIR 2.00
Officer Director
$0 $0 $0
DENISE HEGEMANN SECRETARY 2.00
Officer Director
$0 $0 $0
DANIEL R DUNLAP III TREASURER 2.00
Officer Director
$0 $0 $0
CASEY BOWSER BOARD MEMBER 1.00
Director
$0 $0 $0
MICHAEL CARY BOARD MEMBER 1.00
Director
$0 $0 $0
PETE CHERELLIA BOARD MEMBER 1.00
Director
$0 $0 $0
JIM CLAYTON BOARD MEMBER 1.00
Officer Director
$0 $0 $0
DEBBIE DELISI BOARD MEMBER 1.00
Director
$0 $0 $0
STEVE EDSON BOARD MEMBER 1.00
Director
$0 $0 $0
SCOTT HENRY BOARD MEMBER 1.00
Director
$0 $0 $0
TOM KLINGESMITH BOARD MEMBER 1.00
Director
$0 $0 $0
ROB MALLEY BOARD MEMBER 1.00
Director
$0 $0 $0
PAULA MALONEY BOARD MEMBER 1.00
Director
$0 $0 $0
MARILYN MCSPARRIN BOARD MEMBER 1.00
Director
$0 $0 $0
LINDA ASSARD BOARD MEMBER 1.00
Director
$0 $0 $0
LINDA AUSTIN BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID DELISI BOARD MEMBER 1.00
Director
$0 $0 $0
JOAN DEROSE BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERT KENDRA BOARD MEMBER 1.00
Director
$0 $0 $0
BRUCE TOBIN BOARD MEMBER 1.00
Director
$0 $0 $0
PHILIP LIGHT BOARD MEMBER 1.00
Director
$0 $0 $0
JOHN MICKINAK BOARD MEMBER 1.00
Director
$0 $0 $0
MARY ELLEN MILLER BOARD MEMBER 1.00
Director
$0 $0 $0
ROBERT MYERS BOARD MEMBER 1.00
Director
$0 $0 $0
WILLIAM RATHGEB BOARD MEMBER 1.00
Director
$0 $0 $0
DENIS ZUZIK BOARD MEMBER 1.00
Director
$0 $0 $0
N/A EXECUTIVE DI 40.00
Officer
$58,000 $2,014 $60,014
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 $438,863 $311,618 $854,103 $127,245
2022 $327,357 $352,041 $702,472 $-24,684
2021 $332,273 $336,742 $837,615 $-4,469
2020 $378,966 $404,375 $778,025 $-25,409
2019 $864,730 $431,389 $795,201 $433,341
2018 $902,884 $327,964 $3,011,342 $574,920
Explore More Nonprofits
Top 100 Nonprofits in Pennsylvania Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare WESTMORELAND COUNTY HISTORICAL SOCI with other nonprofits in Pennsylvania and across the country.