FRIEND HISTORICAL SOCIETY (EIN 260876473) - 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

2012

Legal Domicile

Principal Officer

MARK STUTZMAN

Phone

4025601126

Tax Period

2023-07-01 to 2024-06-30

FRIEND HISTORICAL SOCIETY, founded in 2012, is a small nonprofit in the Arts, Culture & Humanities sector that reported $316K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. The organization ran a surplus of $252K, a strong 80% operating margin.

Mission

ENTITY'S PURPOSE IS TO RESTORE THE HISTORIC 1886 WARREN OPERA HOUSE. THIS HISTORIC BUILDING IS TO BE USED BY THE PUBLIC AND FOR THE PUBLIC FOR SUCH PURPOSES AS: ACCOMODATNG PERFORMING ARTS; HOUSE MUSEUM ITEMS; PROVIDE CULTURAL OPPORTUNITIES; BENEFIT THE COMMUNITY (AS SPACE IS AVAILABLE) FOR RENT FOR EVENTS AND GENERAL BUSINESS USE TO HELP GENERATE MONEY TO CONTINUE THE RESTORATION PROCESS.

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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 $277,335

Program Service Revenue $18,376

Investment Income $4,314

Other Revenue $15,938

TOTAL REVENUE $315,963

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $51,693

Other Expenses $63,572

TOTAL EXPENSES $63,572

Year-over-Year Comparison

	2023	2022	Change
Revenue	$315,963	$383,341	-0.2%
Expenses	$63,572	$60,229	+0.1%
Net Income	$252,391	$323,112	-0.2%

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

N/A

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
PAM HROMADKA-ERNST	TREASURER	1.00	Officer Director	$0	$0	$0
MARY ANN LOSH	VP	1.00	Officer Director	$0	$0	$0
DEB POLACEK	SECRETARY	1.00	Officer Director	$0	$0	$0
MARK STUTZMAN	PRESIDENT	1.00	Officer 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	$315,963	$63,572	$1,275,342	$252,391
2023	$383,341	$60,229	$1,047,951	$323,112
2022	$186,119	$49,729	$699,839	$136,390
2021	$108,383	$36,404	$563,449	$71,979

FRIEND HISTORICAL SOCIETY