LIMON HERITAGE SOCIETY

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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

1992

Legal Domicile

Principal Officer

SCOTT VRATIL

Phone

7197750430

Tax Period

2025-01-01 to 2025-12-31

LIMON HERITAGE SOCIETY, founded in 1992, is a small nonprofit in the Arts, Culture & Humanities sector that reported $568K in total revenue in fiscal year 2025. Revenue surged 48% from the prior year, signaling strong growth momentum. The organization ran a surplus of $433K, a strong 76% operating margin.

Mission

TO COLLECT, REPAIR, AND MAINTAIN EXHIBITS OF HISTORICAL INTEREST TO THE LIMON AREA

Program Service Accomplishments

Program 1

Expenses: $135,350 Revenue: $567,869

WE HAVE COLLECTED, REPAIRED AND PUT TOGETHER IN EXHIBITS MANY ITEMS OF

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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 $522,406

Program Service Revenue $0

Investment Income $34,227

Other Revenue $11,237

TOTAL REVENUE $567,870

Expense Breakdown

Grants Paid $0

Salaries & Benefits $63,041

Fundraising Expenses $0

Program Expenses $135,350

Other Expenses $72,310

TOTAL EXPENSES $135,351

Year-over-Year Comparison

	2025	2024	Change
Revenue	$567,870	$382,483	+0.5%
Expenses	$135,351	$109,298	+0.2%
Net Income	$432,519	$273,185	+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

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
TONY WERNSMAN	CO-DIRECTOR	3	Director	$0	$0	$0
PEGGY SCHMIDT	CO-DIRECTOR	3	Director	$0	$0	$0
SCOTT VRATIL	TREASURER	3	Director	$0	$0	$0
NANCY ATWATER	SECRETARY	1	Director	$0	$0	$0
MARJI HINES	CO-DIRECTOR	1	Director	$0	$0	$0
JOE FRASIER	CO-DIRECTOR	1	Director	$0	$0	$0
JR WALKER	CO-DIRECTOR	1	Director	$0	$0	$0
CINDY FRASIER	CO-DIRECTOR	1	Director	$0	$0	$0
LARRY HOOVER	CO-DIRECTOR	1	Director	$0	$0	$0
CAROL WERNSMAN	CO-DIRECTOR	1	Director	$0	$0	$0
CHRIS SNDYDER	CO-DIRECTOR	1	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	$567,870	$135,351	$3,492,664	$432,519
2024	$382,483	$109,298	$3,060,275	$273,185
2023	$510,363	$115,442	$2,803,296	$394,921
2022	$184,611	$131,789	$2,409,374	$52,822
2021	$428,990	$125,390	$2,356,406	$303,600
2020	$326,460	$146,120	$2,053,047	$180,340