SWISS HERITAGE SOCIETY INC

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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

1985

Legal Domicile

Principal Officer

ERNIE STEINER

Phone

2605898007

Tax Period

2025-01-01 to 2025-12-31

SWISS HERITAGE SOCIETY INC, founded in 1985, is a small nonprofit in the Arts, Culture & Humanities sector that reported $110K in total revenue in fiscal year 2025. Expenses of $143K exceeded revenue, resulting in a 30% operating deficit.

Mission

TO SPARK AND SUSTAIN AN INTEREST IN THE CULTURAL HERITAGE OF BERNE, INDIANA AND SOUTHERN ADAMS COUNTY BY PROMOTING LEARNING THROUGH DISCOVERY.

Program Service Accomplishments

Program 1

Expenses: $142,999 Revenue: $0

TO SPARK AND SUSTAIN AN INTEREST IN THE CULTURAL HERITAGE OF BERNE, INDIANA AND SOUTHERN ADAMS COUNTY BY PROMOTING LEARNING THROUGH DISCOVERY.

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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 $62,167

Program Service Revenue $7,004

Investment Income $7,821

Other Revenue $33,011

TOTAL REVENUE $110,003

Expense Breakdown

Grants Paid $150

Salaries & Benefits $45,364

Fundraising Expenses $0

Program Expenses $142,999

Other Expenses $97,485

TOTAL EXPENSES $142,999

Year-over-Year Comparison

	2025	2024	Change
Revenue	$110,003	$105,467	+0.0%
Expenses	$142,999	$149,086	0.0%
Net Income	$-32,996	$-43,619	-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

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

$27,289

Total Directors

$29,214

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DON KUHN	TREASURER	0.00	Officer Director	$0	$0	$0
JULIE REEF	DIRECTOR	0.00	Director	$0	$0	$0
GRETCHEN LEHMAN	DIRECTOR	0.00	Director	$0	$0	$0
ERNIE STEINER	PRESIDENT	5.00	Officer Director	$18,000	$0	$18,000
DON INNIGER	DIRECTOR	0.00	Director	$0	$0	$0
PAT KOHNE	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
JANE VELASCO	SECRETARY	5.00	Officer Director	$9,289	$0	$9,289
BOB DUBACH	DIRECTOR	0.00	Director	$0	$0	$0
DENNY ROWELL	DIRECTOR	0.00	Director	$0	$0	$0
KYLE SPRUNGER	DIRECTOR	0.00	Director	$0	$0	$0
NANCY KUHN	DIRECTOR	0.00	Director	$0	$0	$0
PENNY WISEMAN	DIRECTOR	5.00	Director	$1,925	$0	$1,925
IAN BAUMAN	DIRECTOR	0.00	Director	$0	$0	$0
CAROL HOFFMAN	DIRECTOR	0.00	Director	$0	$0	$0
KURT KUHN	DIRECTOR	0.00	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
2025	$110,003	$142,999	$888,453	$-32,996
2024	$105,467	$149,086	$922,987	$-43,619
2023	$139,687	$139,954	$961,688	$-267
2022	$254,869	$132,663	$986,479	$122,206
2021	$136,358	$116,321	$864,697	$20,037