Punxsutawney Area Historical and Genealogical Society Inc (EIN 251376089) - 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

1977

Legal Domicile

Principal Officer

Scott North

Phone

8149382555

Tax Period

2023-01-01 to 2023-12-31

Punxsutawney Area Historical and Genealogical Society Inc, founded in 1977, is a small nonprofit in the Arts, Culture & Humanities sector that reported $137K in total revenue in fiscal year 2023. Revenue surged 122% from the prior year, signaling strong growth momentum. The organization ran a surplus of $70K, a strong 51% operating margin.

Mission

Preserve History of the Punxsutawney Area and instruct public,children and adults, and instruct the community and membershipin the history of the area. The organization maintains several buildings which house exhibits and displays. The organizationoperates solely with volunteers and has no paid staff.

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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 $110,856

Program Service Revenue $2,685

Investment Income $21,154

Other Revenue $2,127

TOTAL REVENUE $136,822

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $65,524

Other Expenses $66,524

TOTAL EXPENSES $66,524

Year-over-Year Comparison

	2023	2022	Change
Revenue	$136,822	$61,578	+1.2%
Expenses	$66,524	$46,011	+0.4%
Net Income	$70,298	$15,567	+3.5%

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
Russell Bishop	Director	1.00	Director	$0	$0	$0
S Thomas Curry	Director	2.00	Director	$0	$0	$0
Jacqueline Mizerock	Director	1.00	Director	$0	$0	$0
Gloria Kerr	Director	1.00	Director	$0	$0	$0
Joel Fugate	Director	1.00	Director	$0	$0	$0
William Depp-Hutchison	Director	1.00	Director	$0	$0	$0
Cheri Shaffer	Director	1.00	Director	$0	$0	$0
Michael Vancheri	VP/Director	2.00	Director	$0	$0	$0
Darren Sherry	Executive Dir.	0.20	Director	$0	$0	$0
Deborah Rougeux	Director	1.00	Director	$0	$0	$0
Roberta Dinsmore	Director	1.00	Director	$0	$0	$0
Sharon Roberts	Secretary/Direc	1.00	Director	$0	$0	$0
Scott North	President	1.50	Officer	$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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$136,822	$66,524	$912,448	$70,298
2022	$61,578	$46,011	$855,098	$15,567
2021	$82,459	$53,216	$929,877	$29,243
2020	$93,582	$39,675	$900,634	$53,907
2020	$93,582	$39,675	$900,634	$53,907
2019	$40,626	$42,821	$846,727	$-2,195
2018	$73,484	$53,585	$848,922	$19,899

Punxsutawney Area Historical and Genealogical Society Inc