AGRICULTURAL HERITAGE & RESOURCES INC (EIN 391804904) - 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

1994

Legal Domicile

Principal Officer

JULIE SIEGMUND

Phone

9203880604

Tax Period

2025-01-01 to 2025-12-31

AGRICULTURAL HERITAGE & RESOURCES INC, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $125K in total revenue in fiscal year 2025. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $50K, a strong 40% operating margin.

Mission

THE PRESERVATION OF AGRICULTURAL HERITAGE THROUGH AGRICULTURAL TOURS AND RELATED EVENTS WITHIN THE ENTITYS HISTORIC FARM AND PAVILION.

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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 $69,910

Program Service Revenue $12,295

Investment Income $107

Other Revenue $42,477

TOTAL REVENUE $124,789

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $74,527

Other Expenses $75,272

TOTAL EXPENSES $75,272

Year-over-Year Comparison

	2025	2024	Change
Revenue	$124,789	$76,787	+0.6%
Expenses	$75,272	$68,435	+0.1%
Net Income	$49,517	$8,352	+4.9%

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

175

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
BILL ROETHLE	PRESIDENT	2.00	Officer Director	$0	$0	$0
DALE SWOBODA	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SUE SEVCIK	SECRETARY	1.00	Officer Director	$0	$0	$0
JULIE SIEGMUND	TREASURER	1.00	Officer Director	$0	$0	$0
RICHARD BLAHNIK	DIRECTOR	1.00	Director	$0	$0	$0
FRED STEFFEN	DIRECTOR	1.00	Director	$0	$0	$0
DICK PAPLHAM	DIRECTOR	1.00	Director	$0	$0	$0
JIM JUNION	DIRECTOR	1.00	Director	$0	$0	$0
MIKE PARAL	DIRECTOR	1.00	Director	$0	$0	$0
VINCE CISLER	DIRECTOR	1.00	Director	$0	$0	$0
JERRY SINKULA	DIRECTOR	1.00	Director	$0	$0	$0
RENEE EBERT	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN LACROSSE	DIRECTOR	1.00	Director	$0	$0	$0
BOBBI JEANQUART	DIRECTOR	1.00	Director	$0	$0	$0
MIKE DUESCHER	DIRECTOR	1.00	Director	$0	$0	$0
GENE JEROVITZ	DIRECTOR	1.00	Director	$0	$0	$0
SHAWN FRUSH	DIRECTOR	1.00	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	$124,789	$75,272	$666,530	$49,517
2024	No data	No data	No data	No data
2023	$73,412	$56,243	$608,661	$17,169
2022	$77,062	$53,747	$591,492	$23,315
2021	$45,894	$44,587	$568,177	$1,307
2020	$39,564	$45,899	$566,870	$-6,335
2019	$49,533	$46,937	$573,205	$2,596
2018	$67,317	$51,157	$574,475	$16,160

AGRICULTURAL HERITAGE & RESOURCES INC