SOUTH COUNTY HISTORY CENTER (EIN 056011751) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1959

Legal Domicile

Principal Officer

Erica Luke

Phone

4017831328

Tax Period

2024-01-01 to 2024-12-31

SOUTH COUNTY HISTORY CENTER, founded in 1959, is a small nonprofit that reported $251K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $98K, a strong 39% operating margin.

Mission

The mission of the South County History Center is to lead the discovery and preservation of South County's history.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $198,181

Program Service Revenue $11,315

Investment Income $40,656

Other Revenue $424

TOTAL REVENUE $250,576

Expense Breakdown

Grants Paid $0

Salaries & Benefits $69,865

Fundraising Expenses $7,364

Program Expenses $109,472

Other Expenses $82,863

TOTAL EXPENSES $152,728

Year-over-Year Comparison

	2024	2023	Change
Revenue	$250,576	$216,296	+0.2%
Expenses	$152,728	$180,790	-0.2%
Net Income	$97,848	$35,506	+1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$56,689

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Erica Luke	Executive Director	40	Officer	$56,689	$0	$56,689
Joanne Pope Melish	Chair	4	Officer Director	$0	$0	$0
Shantia Anderheggen	Trustee & Vice Chair	4	Officer Director	$0	$0	$0
Mary Keane	Secretary	2	Officer Director	$0	$0	$0
John Parkhurst	Treasurer	4	Officer Director	$0	$0	$0
Nicole Loontjens	Trustee	2	Director	$0	$0	$0
Holly Stephenson	Trustee	2	Director	$0	$0	$0
Joseph N Waller Jr	Trustee	2	Director	$0	$0	$0
Laurie Friel	Trustee	4	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	$250,576	$152,728	$1,366,354	$97,848
2023	$216,296	$180,790	$1,201,331	$35,506
2022	$184,166	$166,565	$1,150,988	$17,601
2021	$200,951	$168,544	$1,315,639	$32,407
2020	$171,388	$146,905	$1,277,932	$24,483
2019	$82,356	$139,925	$1,135,351	$-57,569
2018	$204,833	$123,555	$1,068,738	$81,278

SOUTH COUNTY HISTORY CENTER