HISTORICAL SOCIETY OF EAST PENNSBORO INC (EIN 251873504) - 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

1999

Legal Domicile

Principal Officer

JAMES L LEONARD

Phone

7177325801

Tax Period

2023-10-01 to 2024-09-30

HISTORICAL SOCIETY OF EAST PENNSBORO INC, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $202K in total revenue in fiscal year 2023. Revenue surged 44% from the prior year, signaling strong growth momentum. The organization ran a surplus of $154K, a strong 76% operating margin.

Mission

EDUCATE AND INFORM THE PUBLIC ON COUNTY AND TOWNSHIP HISTORY THROUGH ARTIFACT AND RECORDS GATHERED AND PRESERVED. OPERATION OF THE ENOLA MILLER HOUSE A LIVING HISTORY EXHIBIT LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES

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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 $198,472

Program Service Revenue $0

Investment Income $1,413

Other Revenue $2,257

TOTAL REVENUE $202,142

Expense Breakdown

Grants Paid $2,000

Salaries & Benefits $0

Fundraising Expenses $2,380

Program Expenses $12,444

Other Expenses $45,729

TOTAL EXPENSES $47,729

Year-over-Year Comparison

	2023	2022	Change
Revenue	$202,142	$140,685	+0.4%
Expenses	$47,729	$31,924	+0.5%
Net Income	$154,413	$108,761	+0.4%

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

N/A

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
JAMES LEONARD	EXEC DIRECTOR	10.00	Director	$0	$0	$0
SHARON FISSEL	BOARD - VOLUNTEER	5.00		$0	$0	$0
GEORGE DEMARTYN	BOARD - PRESIDENT	1.50	Officer	$0	$0	$0
DEB LEONARD	BOARD - SECRETARY	1.00	Officer	$0	$0	$0
RON BLAUCH	BOARD	1.50		$0	$0	$0
LAWRENCE BAKER	BOARD - TREASURER - VOLUNTEER	10.00	Officer	$0	$0	$0
JAMIE PENN	BOARD - VOLUNTEER	5.00		$0	$0	$0
DEB STRING	BOARD	1.00		$0	$0	$0
JIM HERTZLER	BOARD - VICE PRESIDENT	1.50	Officer	$0	$0	$0
STEVE FRANCHAK	BOARD - MEMBER	1.00		$0	$0	$0
BARB GERTZEN	BOARD - MEMBER	1.00		$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	$202,142	$47,729	$646,069	$154,413

HISTORICAL SOCIETY OF EAST PENNSBORO INC