POLISH HERITAGE CENTER AT PANNA MARIA FOUNDATION (EIN 460561240) - 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

2011

Legal Domicile

Principal Officer

ALOYS J NOTZON

Phone

8303108612

Tax Period

2024-01-01 to 2024-12-31

POLISH HERITAGE CENTER AT PANNA MARIA FOUNDATION, founded in 2011, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. The organization ran a surplus of $188K, a strong 15% operating margin.

Mission

THE MISSION OF THE POLISH HERITAGE CENTER AT PANNA MARIA IS TO RETAIN FOR POSTERITY, AND KEEP VIBRANT AND RELEVANT THE HISTORY, VALUES, BELIEFS, CUSTOMS AND TRADITIONS OF THE POLISH SETTLERS AND THEIR DESCENDANTS AT THIS FIRST AND OLDEST PERMANENT POLISH SETTLEMENT IN AMERICA, AND TO INSPIRE, ENGAGE, AND EDUCATE THE GENERAL PUBLIC AND FUTURE GENERATONS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,183,371

Program Service Revenue $0

Investment Income $35,625

Other Revenue $11,468

TOTAL REVENUE $1,230,464

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $235,965

Fundraising Expenses $0

Program Expenses $687,017

Other Expenses $796,364

TOTAL EXPENSES $1,042,329

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,230,464	$1,340,818	-0.1%
Expenses	$1,042,329	$899,750	+0.2%
Net Income	$188,135	$441,068	-0.6%

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

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
ALICE R POORE	EXECUTIVE DIRECTOR	40.00		$79,167	$0	$79,167
ALOYS J NOTZON	Chairman	35.00	Officer Director	$0	$0	$0
GEORGE KOWALIK 824	Vice Chairman	2.00	Officer Director	$0	$0	$0
KAREN DZUIK 1124	Director	2.00	Director	$0	$0	$0
RANDY PAWELEK	Vice President	6.00	Officer Director	$0	$0	$0
SHELLY LASKOWSKI	Treasurer	4.00	Officer Director	$0	$0	$0
SUSAN MOCZYGEMBA-McKINSEY	Secretary	20.00	Director	$0	$0	$0
JOHN W CEBROWSKI	Director	2.00	Director	$0	$0	$0
FATHER WIESLAW IWANIEC	Director	2.00	Director	$0	$0	$0
LAURA KRAWIETZ DYLLA	Director	2.00	Director	$0	$0	$0
DR JIM MAZURKIEWICZ	Director	2.00	Director	$0	$0	$0
PAT W HOFFMAN	Director	2.00	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
2024	$1,230,464	$1,042,329	$13,781,228	$188,135
2023	$1,340,818	$899,750	$13,598,468	$441,068
2022	$908,107	$812,505	$13,149,946	$95,602
2021	$2,036,526	$678,175	$14,789,818	$1,358,351
2020	$3,334,049	$247,847	$13,731,497	$3,086,202
2019	$3,120,515	$164,587	$10,146,891	$2,955,928
2018	$1,468,975	$153,526	$7,350,620	$1,315,449

POLISH HERITAGE CENTER AT PANNA MARIA FOUNDATION