AMANA COLONIES HISTORICAL SITES FOUNDATION (EIN 421427266) - 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

KAYLEIGH MYERS

Phone

3196228871

Tax Period

2025-01-01 to 2025-12-31

AMANA COLONIES HISTORICAL SITES FOUNDATION, founded in 1994, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $5K in total revenue in fiscal year 2025. Revenue fell 94% from the prior year — a significant decline worth monitoring. Expenses of $77K exceeded revenue, resulting in a 1556% operating deficit.

Mission

PRESERVATION OF VULNERABLE HISTORIC PROPERTIES WITHIN THE AMANA COLONIES NATIONAL HISTORIC LANDMARK.

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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 $46,998

Program Service Revenue $0

Investment Income $9,637

Other Revenue $-51,958

TOTAL REVENUE $4,677

Expense Breakdown

Grants Paid $0

Salaries & Benefits $26,096

Fundraising Expenses $0

Program Expenses $77,445

Other Expenses $51,349

TOTAL EXPENSES $77,445

Year-over-Year Comparison

	2025	2024	Change
Revenue	$4,677	$74,291	-0.9%
Expenses	$77,445	$95,286	-0.2%
Net Income	$-72,768	$-20,995	+2.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RUSS ELMERS	DIRECTOR	1.00	Director	$0	$0	$0
LISA MCGRATH	DIRECTOR	1.00	Director	$0	$0	$0
RC EICHACKER	DIRECTOR	1.00	Director	$0	$0	$0
RICHARD KEPHART	DIRECTOR	1.00	Director	$0	$0	$0
JIM ROEMIG	DIRECTOR	1.00	Director	$0	$0	$0
KAYLEIGH MYERS	EXECUTIVE DIRECTOR	20.00	Officer Key Emp	$0	$0	$0
LANNY HALDY	PRESIDENT	1.00	Officer	$0	$0	$0
BRUCE TRUMPOLD	VICE PRESIDENT	1.00	Officer	$0	$0	$0
MICHAEL SHOUP	SECRETARY	1.00	Officer	$0	$0	$0
JOHN ZUBER	TREASURER	1.00	Officer	$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	$4,677	$77,445	$823,708	$-72,768
2024	$74,291	$95,286	$892,737	$-20,995
2023	$-526	$105,105	$951,096	$-105,631
2022	$-904	$143,474	$1,056,800	$-144,378
2021	$45,264	$153,170	$1,204,718	$-107,906
2020	$48,876	$149,119	$1,317,292	$-100,243

AMANA COLONIES HISTORICAL SITES FOUNDATION