Perry Cty Lutheran Historical Society (EIN 431188107) - 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

1962

Legal Domicile

Principal Officer

Carol Wunderlich

Tax Period

2025-01-01 to 2025-12-31

Perry Cty Lutheran Historical Society, founded in 1962, is a small nonprofit in the Arts, Culture & Humanities sector that reported $102K in total revenue in fiscal year 2025. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $122K exceeded revenue, resulting in a 19% operating deficit.

Mission

Preserve Lutheran Heritage History

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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 $0

Program Service Revenue $96,001

Investment Income $0

Other Revenue $5,858

TOTAL REVENUE $101,859

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $121,503

Other Expenses $121,503

TOTAL EXPENSES $121,503

Year-over-Year Comparison

	2025	2024	Change
Revenue	$101,859	$81,603	+0.2%
Expenses	$121,503	$98,247	+0.2%
Net Income	$-19,644	$-16,644	+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

N/A

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
Jim Lichtenegger	President	4.00		$0	$0	$0
Lynn Degenhardt	Vice President	1.00		$0	$0	$0
Carolyn Schmidt	Secretary	1.00		$0	$0	$0
Carol Wunderlich	Treasurer	5.00	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	$101,859	$121,503	$1,200,374	$-19,644
2024	$81,603	$98,247	$1,192,884	$-16,644
2023	$61,547	$85,571	$1,148,955	$-24,024
2022	$59,393	$91,482	$1,182,557	$-32,089
2021	$54,615	$83,349	$1,168,596	$-28,734
2020	$51,905	$77,313	$1,092,997	$-25,408
2019	$91,488	$85,201	$1,118,405	$6,287
2018	$49,494	$81,142	$612,118	$-31,648

Perry Cty Lutheran Historical Society