PENTWATER HISTORICAL SOCIETY (EIN 382477422) - 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

1982

Legal Domicile

Principal Officer

Richard Warner

Phone

8587741684

Tax Period

2025-01-01 to 2025-12-31

PENTWATER HISTORICAL SOCIETY, founded in 1982, is a small nonprofit that reported $255K in total revenue in fiscal year 2025. Revenue surged 314% from the prior year, signaling strong growth momentum. The organization ran a surplus of $197K, a strong 77% operating margin.

Mission

Pentwater Historical Society seeks to connect people to the history of Pentwater by collecting, preserving, and sharing information and artifacts.

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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 $233,521

Program Service Revenue $0

Investment Income $3,784

Other Revenue $17,988

TOTAL REVENUE $255,293

Expense Breakdown

Grants Paid $20,083

Salaries & Benefits $0

Fundraising Expenses $1,369

Program Expenses $46,420

Other Expenses $38,217

TOTAL EXPENSES $58,300

Year-over-Year Comparison

	2025	2024	Change
Revenue	$255,293	$61,643	+3.1%
Expenses	$58,300	$42,235	+0.4%
Net Income	$196,993	$19,408	+9.2%

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

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
Amy VanderZwart	Trustee	4	Director	$0	$0	$0
Karen Way	Trustee	2	Director	$0	$0	$0
Elizabeth Russell	Trustee	20	Director	$0	$0	$0
Norman Shotwell	Trustee	10	Director	$0	$0	$0
James Lambrix	Trustee	2	Director	$0	$0	$0
Daniel Hoekstra	Trustee	8.00	Director	$0	$0	$0
Mark Roisen	Trustee	2	Director	$0	$0	$0
Daniel Girvan	Secretary Trustee	2	Officer Director	$0	$0	$0
Michael Waidelich	Treasurer Trustee	10	Officer Director	$0	$0	$0
Barton Zachrich	Vice President Trustee	0	Officer Director	$0	$0	$0
Robert French	Vice President Trustee	5	Officer Director	$0	$0	$0
Richard Warner	President Trustee	8	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	$255,293	$58,300	$478,460	$196,993

PENTWATER HISTORICAL SOCIETY