PAUL R ERMINIE F HAFER PERPETUAL

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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

1998

Legal Domicile

Phone

8443823122

Tax Period

2025-01-01 to 2025-12-31

PAUL R ERMINIE F HAFER PERPETUAL, founded in 1998, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.6M in total revenue in fiscal year 2025. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $809K, a strong 50% operating margin.

Mission

TRUST TO PROVIDE SUPPORT FOR THE OPERATION OF THE BOYERTOWN MUSEUM OF HISTORIC VEHICLES

Program Service Accomplishments

Program 1

Expenses: $771,387

SUPPORT FOR THE OPERATION OF THE BOYERTOWN MUSEUM FOR HISTORIC VEHICHLES

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,626,836

Other Revenue $0

TOTAL REVENUE $1,626,836

Expense Breakdown

Grants Paid $728,039

Salaries & Benefits $86,696

Fundraising Expenses $0

Program Expenses $771,387

Other Expenses $3,038

TOTAL EXPENSES $817,773

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,626,836	$970,612	+0.7%
Expenses	$817,773	$779,517	+0.0%
Net Income	$809,063	$191,095	+3.2%

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

N/A

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
TRUIST BANK	TRUSTEE	5.0		$86,696	$0	$86,696

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	$1,626,836	$817,773	$13,484,886	$809,063
2024	$970,612	$779,517	$12,675,666	$191,095
2023	$159,275	$717,900	$12,481,665	$-558,625
2022	$-77,468	$896,905	$13,040,570	$-974,373
2021	$3,040,085	$844,125	$14,015,578	$2,195,960
2020	$1,971,112	$781,647	$11,823,118	$1,189,465
2019	$481,768	$687,423	$10,630,458	$-205,655
2018	$1,163,335	$773,798	$10,837,311	$389,537