HISTORICAL SOCIETY OF PERRY COUNTY (EIN 900065235) - 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

1952

Legal Domicile

Principal Officer

JASON L WILSON

Phone

7176361050

Tax Period

2024-01-01 to 2024-12-31

HISTORICAL SOCIETY OF PERRY COUNTY, founded in 1952, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $91K in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $28K, a strong 31% operating margin.

Mission

TO RESTORE, PRESERVE AND INTERPRET THE RICH HISTORY OF PERRY COUNTY PA, FOR THE EDUCATION AND ENJOYMENT OF PRESENT AND FUTURE GENERATIONS

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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 $69,079

Program Service Revenue $0

Investment Income $11,989

Other Revenue $9,973

TOTAL REVENUE $91,041

Expense Breakdown

Grants Paid $500

Salaries & Benefits $71

Fundraising Expenses $4,866

Other Expenses $62,274

TOTAL EXPENSES $62,845

Year-over-Year Comparison

	2024	2023	Change
Revenue	$91,041	$50,938	+0.8%
Expenses	$62,845	$50,938	+0.2%
Net Income	$28,196	N/A	N/A

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

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

$930

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AARON K MORRISON	FINANCE OFFICER	1.00	Officer	$0	$0	$0
GARY R EBY	DIRECTOR	4.00	Director	$0	$0	$0
DARIN LESH	DIRECTOR	1.00	Director	$0	$0	$0
JILL MILLER	DIRECTOR	1.00	Director	$0	$0	$0
BOBBI L ARMOLT	SECRETARY	40.00	Officer	$0	$0	$0
CARL E TRESSLER	VICE PRESIDENT	4.00	Officer	$0	$0	$0
JASON L WILSON	PRESIDENT	15.00	Officer	$0	$0	$0
CHRISTINE SHATTO JONES	TREASURER	15.00	Officer	$0	$0	$0
DANNY RICE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID J KELLER	DIRECTOR	10.00	Director	$0	$0	$0
MICHAEL J SMITH	DIRECTOR	2.00	Director	$0	$0	$0
MARGUIRETTE M COLLEDGE	DIRECTOR	5.00	Director	$0	$0	$0
NATHAN LESH	DIRECTOR	20.00	Director	$0	$0	$0
MICHELLE SMITH LENTZ	EMPLOYEE	12.00	Key Emp	$930	$0	$930

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	$91,041	$62,845	$782,264	$28,196
2023	$50,938	$50,938	$754,068	No data
2022	$54,812	$71,081	$1,175,027	$-16,269
2021	$89,381	$93,205	$1,292,551	$-3,824
2020	$68,523	$35,357	$1,170,691	$33,166
2019	$81,917	$94,964	$1,083,242	$-13,047

HISTORICAL SOCIETY OF PERRY COUNTY