BEREA HISTORICAL SOCIETY (EIN 341296785) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

Phone

4402432541

Tax Period

2025-01-01 to 2025-12-31

BEREA HISTORICAL SOCIETY, founded in 1959, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $93K in total revenue in fiscal year 2025. The organization ran a surplus of $33K, a strong 35% operating margin.

Mission

IT IS THE MISSION OF THE BEREA HISTORICAL SOCIETY TO CREATE AND MAINTAIN AN EVER EXPANDING ORGANIZATION THAT WILL, FOR THE PRESENT AND FUTURE ACCURATELY REFLECT THE HISTORY OF THE CITY BEREA (FOUNDED IN 1836).

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $36,806

Program Service Revenue $0

Investment Income $54,599

Other Revenue $1,636

TOTAL REVENUE $93,041

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,781

Fundraising Expenses $1,369

Program Expenses $35,102

Other Expenses $48,456

TOTAL EXPENSES $60,237

Year-over-Year Comparison

	2025	2024	Change
Revenue	$93,041	N/A	N/A
Expenses	$60,237	N/A	N/A
Net Income	$32,804	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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
DAVID THURAU	DIRECTOR	4.00	Director	$0	$0	$0
LORA BURGESS	DIRECTOR	0.00	Director	$0	$0	$0
DON DIFRANCESCO	DIRECTOR	0.00	Director	$0	$0	$0
JOE KURILEC	DIRECTOR	0.00	Director	$0	$0	$0
GAYLE MORGAN	DIRECTOR	0.00	Director	$0	$0	$0
CINDY MRAZEK	DIRECTOR	0.00	Director	$0	$0	$0
JUDY STULL	DIRECTOR	0.00	Director	$0	$0	$0
DENNIS KUSHIAK	PRESIDENT	12.00	Officer	$0	$0	$0
GARY CROY	TREASURER	12.00	Officer	$0	$0	$0
KAREN WHITE	SECTETARY	5.00	Officer	$0	$0	$0
JACK ARMSTRONG	VICE-PRESIDENT	6.00	Officer	$0	$0	$0
NANCY GILLAHAN	KEY EMPLOYEE	15.00	Key Emp	$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	$93,041	$60,237	$923,406	$32,804
2024	$230,863	$64,103	$890,602	$166,760
2022	$48,700	$45,774	$707,631	$2,926
2021	$36,993	$30,376	$766,918	$6,617
2020	$57,026	$53,608	$734,302	$3,418

BEREA HISTORICAL SOCIETY