BERLIN AREA HISTORIICAL SOCIETY (EIN 251510889) - 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

1975

Legal Domicile

Principal Officer

LEANNE CALVERT

Phone

8144440637

Tax Period

2023-01-01 to 2023-12-31

BERLIN AREA HISTORIICAL SOCIETY, founded in 1975, is a small nonprofit that reported $142K in total revenue in fiscal year 2023. The organization ran a surplus of $110K, a strong 77% operating margin.

Mission

PRESERVATION OF THE HISTORICAL ARTIFACTS OF THE BERLIN AREA AND BUILDINGS FOR THEIR STORAGE. RECENT PROJECS INCLUSE A DIGITAL INVENTORY OF THE ARTICACTS AND CONSTRUCTION OF A LOG HOUSE.

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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 $124,599

Program Service Revenue $0

Investment Income $16,512

Other Revenue $1,147

TOTAL REVENUE $142,258

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $32,472

TOTAL EXPENSES $32,472

Year-over-Year Comparison

	2023	2022	Change
Revenue	$142,258	N/A	N/A
Expenses	$32,472	N/A	N/A
Net Income	$109,786	$0	N/A

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
LEANNE CALVERT	PRESIDENT DIRECTOR	10	Officer Director	$0	$0	$0
TERRY RHODES	VICE PRESIDENT DIRECTOR	10	Officer Director	$0	$0	$0
BETTY E CHANEY	SECRETARY DIRECTOR	10	Officer Director	$0	$0	$0
STEWART R SAYLOR	TREASURER DIRECTOR	10	Officer Director	$0	$0	$0
TAMMY ROHRS	DIRECTOR	10	Director	$0	$0	$0
JOHN LONG	DIRECTOR	10	Director	$0	$0	$0
LARRY PRITTS	DIRECTOR	10	Director	$0	$0	$0
ROBERT I SCHMUCKER	DIRECTOR	10	Director	$0	$0	$0
RICHARD BERKLEY	DIRECTOR	10	Director	$0	$0	$0
GARY ESTNICK	DIRECTOR	10	Director	$0	$0	$0
RUSSELL HILLEGAS	DIRECTOR TRUSTEE	10	Director	$0	$0	$0
C SCOTT MILLER	DIRECTOR	10	Director	$0	$0	$0
ROY OGBURN	DIRECTOR	10	Director	$0	$0	$0
MEGAN EVANS	DIRECTOR	10	Director	$0	$0	$0
KENNETH MILLER	DIRECTOR	10	Director	$0	$0	$0
GREG CRONER	TRUSTEE	10	Director	$0	$0	$0
CHARLENE NORRIS	TRUSTEE	10	Director	$0	$0	$0
CINDY FLAMM	ASSISTANT TREASURER	10	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	$142,258	$32,472	$652,716	$109,786

BERLIN AREA HISTORIICAL SOCIETY