HOTTEL-KELLER MEMORIAL INC OFFICE OF THE TREASURER (EIN 541219333) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1996

Legal Domicile

Principal Officer

HILARY LODER

Phone

5404595199

Tax Period

2023-01-01 to 2023-12-31

HOTTEL-KELLER MEMORIAL INC OFFICE OF THE TREASURER, founded in 1996, is a small nonprofit in the Religion sector that reported $568K in total revenue in fiscal year 2018. Revenue surged 3276% from the prior year, signaling strong growth momentum. The organization ran a surplus of $540K, a strong 95% operating margin.

Mission

HOTTEL-KELLER MEMORIAL, INC IS A NON-PROFIT EDUCATIONAL ORGANIZATION, DEDICATED TO THE PRESERVATION OF THE HISTORICAL AND CULTURAL HERITAGE OF OUR EARLY GERMANIC IMMIGRANTS INTO THE GREAT VALLEY OF VIRGINIA, THROUGH MUSEUM AND LIVING HISTORY EXHIBITS AND PROGRAMS, ARCHIVES AND GENEALOGIES, FOR THE MEMBERS OF THE ORGANIZATION AND THE GENERAL PUBLIC.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $8,548

Program Service Revenue $0

Investment Income $17,465

Other Revenue $3,653

TOTAL REVENUE $29,666

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,848

Other Expenses $16,848

TOTAL EXPENSES $16,848

Year-over-Year Comparison

	2023	2022	Change
Revenue	$29,666	$18,893	+0.6%
Expenses	$16,848	$32,058	-0.5%
Net Income	$12,818	$-13,165	-2.0%

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	Role	Reportable Comp	Other Comp	Total
HILARY LODER	PRESIDENT	Officer Director	$0	$0	$0
CHERYL HOTTLE	VICE PRESIDENT	Officer Director	$0	$0	$0
SHELLY GOOD-COOK	CORPORATE SECRETARY	Officer Director	$0	$0	$0
FRED GERMOND	TREASURER	Officer Director	$0	$0	$0
DAVID E HOTTEL	DIRECTOR	Director	$0	$0	$0
VICKI H MONGOLD	DIRECTOR	Director	$0	$0	$0
PHYLLIS S WRIGHT	DIRECTOR	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	No data	No data	No data	No data
2023	$29,666	$16,848	$664,115	$12,818
2022	$18,893	$32,058	$651,297	$-13,165
2021	$26,195	$38,273	$664,462	$-12,078
2020	$7,406	$28,234	$676,540	$-20,828
2019	$33,462	$23,742	$697,368	$9,720
2018	$568,475	$28,185	$687,687	$540,290

HOTTEL-KELLER MEMORIAL INC OFFICE OF THE TREASURER