HISTORICAL SOCIETY OF MOUNT LEBANON (EIN 251822984) - 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

2000

Principal Officer

GEOFFREY HURD

Phone

4123298595

Tax Period

2023-01-01 to 2023-12-31

HISTORICAL SOCIETY OF MOUNT LEBANON, founded in 2000, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $55K in total revenue in fiscal year 2023. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $99K exceeded revenue, resulting in a 81% operating deficit.

Mission

THE HISTORICAL SOCIETY OF MOUNT LEBANON SERVES AND PROMOTES THE COMMUNITY BY COLLECTING, PRESERVING, INTERPRETING, AND SHARING ITS HISTORY IN WAYS DESIGNED TO INSPIRE OUR PRESENT AND GUIDE OUR FUTURE.

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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 $23,611

Program Service Revenue $15,318

Investment Income $1,303

Other Revenue $14,304

TOTAL REVENUE $54,536

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,998

Other Expenses $98,606

TOTAL EXPENSES $98,606

Year-over-Year Comparison

	2023	2022	Change
Revenue	$54,536	$108,697	-0.5%
Expenses	$98,606	$83,599	+0.2%
Net Income	$-44,070	$25,098	-2.8%

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

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
GEOFFREY HURD	PRESIDENT	10.00	Director	$0	$0	$0
AMANDA GILLEN	VICE PRESIDE	10.00	Director	$0	$0	$0
CYNTHIA BOGNAR	BOARD MEMBER	2.00	Director	$0	$0	$0
JOSHUA CANNON	BOARD MEMBER	2.00	Director	$0	$0	$0
BRUCE HARSHMAN	SECRETARY	10.00	Director	$0	$0	$0
MICHAEL NARAGON	BOARD MEMBER	2.00	Director	$0	$0	$0
ELLIE DEPASTINO	BOARD MEMBER	2.00	Director	$0	$0	$0
ALYSSA JONES	BOARD MEMBER	2.00	Director	$0	$0	$0
JOE SENKO	BOARD MEMBER	2.00	Director	$0	$0	$0
JON DELANO	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID FRANKOWSKI	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFF LONSINGER	BOARD MEMBER	2.00	Director	$0	$0	$0
ELIZABETH A ROMIG	TREASURER	0.00		$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
2024	No data	No data	No data	No data
2023	$54,536	$98,606	$760,838	$-44,070
2022	$108,697	$83,599	$814,201	$25,098
2021	$44,719	$78,076	$804,825	$-33,357
2020	$71,090	$82,630	$841,188	$-11,540
2019	$132,896	$77,333	$895,126	$55,563
2018	$358,186	$53,369	$968,588	$304,817

HISTORICAL SOCIETY OF MOUNT LEBANON