LIGONIER VALLEY HISTORICAL SOCIETY

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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

1964

Legal Domicile

Principal Officer

THERESA ROHALL

Phone

7242386818

Tax Period

2023-01-01 to 2023-12-31

LIGONIER VALLEY HISTORICAL SOCIETY, founded in 1964, is a small nonprofit in the Arts, Culture & Humanities sector that reported $174K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. Expenses of $299K exceeded revenue, resulting in a 72% operating deficit.

Mission

THE LIGONIER VALLEY HISTORICAL SOCIETY PROMOTES THE HISTORY OF THE LIGONIER VALLEY THROUGH EDUCATIONAL INTERPRETIVE PROGRAMS.

Program Service Accomplishments

Program 1

Expenses: $263,860 Revenue: $33,734

MAINTAIN AND CONDUCT TOURS OF COMPASS INN MUSEUM, AN AUTHENTICALLY RESTORED 1799 STAGECOACH STOP LISTED ON THE NATIONAL REGISTER OF HISTORICAL PLACES; SPONSOR LIVING HISTORY PROGRAMS; PRESERVE THE...

MAINTAIN AND CONDUCT TOURS OF COMPASS INN MUSEUM, AN AUTHENTICALLY RESTORED 1799 STAGECOACH STOP LISTED ON THE NATIONAL REGISTER OF HISTORICAL PLACES; SPONSOR LIVING HISTORY PROGRAMS; PRESERVE THE LAUREL HILL IRON FURNACE & MAINTAIN SEVERAL CEMETERIES IN THE LIGONIER VALLEY; MAINTAIN A SMALL RESEARCH LIBRARY OF LOCAL HISTORICAL RECORDS & DOCUMENTS.

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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 $78,098

Program Service Revenue $33,734

Investment Income $18,317

Other Revenue $43,904

TOTAL REVENUE $174,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $118,907

Fundraising Expenses $11,485

Program Expenses $263,860

Other Expenses $179,808

TOTAL EXPENSES $298,715

Year-over-Year Comparison

	2023	2022	Change
Revenue	$174,053	$277,991	-0.4%
Expenses	$298,715	$227,033	+0.3%
Net Income	$-124,662	$50,958	-3.4%

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

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

$63,110

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL DOUCETTE	BOARD MEMBER	1.00	Director	$0	$0	$0
LOUISE BATES HENRY	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
ALLANA KONDISKO	TREASURER	1.00	Officer Director	$0	$0	$0
SHAWN MARTINA	BOARD MEMBER	1.00	Director	$0	$0	$0
ANGELA MOFFAT	SECRETARY	1.00	Officer Director	$0	$0	$0
SEAN MURPHY	BOARD MEMBER	1.00	Director	$0	$0	$0
MARIA VITTORIA	BOARD MEMBER	1.00	Director	$0	$0	$0
SUSAN WOOLRIDGE	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER SAUSMAN	BOARD MEMBER	1.00	Officer Director	$0	$0	$0
ERIC WALLIS	BOARD MEMBER	1.00	Director	$0	$0	$0
KATHY WOOD	BOARD MEMBER	1.00	Director	$0	$0	$0
THERESA ROHALL	DIRECTOR	40.00	Director	$63,110	$0	$63,110
JOAN MUDGE	PLANNING COM	1.00	Director	$0	$0	$0
CINDY PURNELL	PLANNING COM	1.00	Director	$0	$0	$0
MICHAEL REESE	PLANNING COM	1.00	Director	$0	$0	$0
GEORGE CONTE	PLANNING COM	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
2024	No data	No data	No data	No data
2023	$174,053	$298,715	$1,047,387	$-124,662
2022	$277,991	$227,033	$1,152,837	$50,958
2021	$264,600	$308,251	$1,151,393	$-43,651
2020	$191,174	$279,123	$1,215,258	$-87,949
2019	$165,316	$353,727	$1,284,824	$-188,411
2018	$658,088	$247,625	$1,435,746	$410,463