MCKEESPORT REGIONAL HISTORY & HERITAGE CENTER (EIN 251532260) - 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

1980

Legal Domicile

Principal Officer

JAMES G HUMANIC

Phone

4126781832

Tax Period

2023-07-01 to 2024-06-30

MCKEESPORT REGIONAL HISTORY & HERITAGE CENTER, founded in 1980, is a small nonprofit in the Arts, Culture & Humanities sector that reported $646K in total revenue in fiscal year 2023. Revenue surged 38% from the prior year, signaling strong growth momentum. The organization ran a surplus of $454K, a strong 70% operating margin.

Mission

ARTIFACT REPOSITORY OF McKEESPORT. HISTORICAL RESEARCH.

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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 $600,050

Program Service Revenue $9,211

Investment Income $6,520

Other Revenue $30,503

TOTAL REVENUE $646,284

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,902

Fundraising Expenses $0

Program Expenses $187,091

Other Expenses $125,288

TOTAL EXPENSES $192,190

Year-over-Year Comparison

	2023	2022	Change
Revenue	$646,284	$466,754	+0.4%
Expenses	$192,190	$191,894	+0.0%
Net Income	$454,094	$274,860	+0.7%

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

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
JEN VERTULLO	PRESIDENT	1.00	Officer Director	$0	$0	$0
CAROL WATERLOO FRAZIER	SECRETARY	1.00	Officer Director	$0	$0	$0
JAMES HUMANIC	TREASURER	3.00	Officer Director	$0	$0	$0
SHARON SOLES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ANDREA CARTWRIGHT	BOARD MEMBER	1.00	Director	$0	$0	$0
ROBERT BAUM	BOARD MEMBER	1.00	Director	$0	$0	$0
MATT GERGELY	BOARD MEMBER	1.00	Director	$0	$0	$0
PATRICK GOBBEL	BOARD MEMBER	1.00	Director	$0	$0	$0
JOANNE RODGERS	BOARD MEMBER	1.00	Director	$0	$0	$0
WILLIAM HUNTER	BOARD MEMBER	1.00	Director	$0	$0	$0
DAVID SPURGEON	BOARD MEMBER	1.00	Director	$0	$0	$0
JEFFREY TOMOVCSIK	BOARD MEMBER	1.00	Director	$0	$0	$0
DIANE ELIAS	BOARD MEMBER	1.00	Director	$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	$646,284	$192,190	$1,466,373	$454,094
2023	$466,754	$191,894	$1,006,234	$274,860
2022	$208,835	$147,065	$707,319	$61,770
2021	$148,853	$146,777	$677,939	$2,076
2020	$122,100	$149,314	$660,299	$-27,214
2019	$103,564	$133,279	$696,158	$-29,715

MCKEESPORT REGIONAL HISTORY & HERITAGE CENTER