LEROY HISTORICAL SOCIETY (EIN 160867469) - 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

2000

Legal Domicile

Principal Officer

ANNE FREW

Phone

5857687433

Tax Period

2023-01-01 to 2023-12-31

LEROY HISTORICAL SOCIETY, founded in 2000, is a small nonprofit in the Arts, Culture & Humanities sector that reported $161K in total revenue in fiscal year 2023. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $138K left a modest 14% surplus.

Mission

EDUCATE AND DISPLAY AREA HISTORY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $91,030

Program Service Revenue $1,712

Investment Income $45,002

Other Revenue $22,882

TOTAL REVENUE $160,626

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,201

Fundraising Expenses $0

Program Expenses $97,306

Other Expenses $85,426

TOTAL EXPENSES $137,627

Year-over-Year Comparison

	2023	2022	Change
Revenue	$160,626	$227,315	-0.3%
Expenses	$137,627	$151,906	-0.1%
Net Income	$22,999	$75,409	-0.7%

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
CAROL WOLFE	PRESIDENT	6.00	Officer Director	$0	$0	$0
ANNE FREW	VICE PRESIDENT	6.00	Officer Director	$0	$0	$0
JOANNE GRAHAM	SECRETARY	9.00	Officer Director	$0	$0	$0
BONNIE CONIBER	TREASURER	8.00	Officer Director	$0	$0	$0
CHERYLL FERNAAYS	BOARD MEMBER	6.00	Director	$0	$0	$0
KATE FLINT	BOARD MEMBER	6.00	Director	$0	$0	$0
SHEILA FURR	BOARD MEMBER	6.00	Director	$0	$0	$0
RICH LOFTUS	BOARD MEMBER	6.00	Director	$0	$0	$0
MIKE PERRY	BOARD MEMBER	6.00	Director	$0	$0	$0
SAM ZALACCA	BOARD MEMBER	6.00	Director	$0	$0	$0
CANDY BOWER	BOARD MEMBER	6.00	Director	$0	$0	$0
DAVID FORD	BOARD MEMBER	6.00	Director	$0	$0	$0
DAWN IRELAND-MONSEES	BOARD MEMBER	6.00	Director	$0	$0	$0
JAY JONES	BOARD MEMBER	6.00	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	No data	No data	No data	No data
2023	$160,626	$137,627	$1,227,352	$22,999
2022	$227,315	$151,906	$1,138,620	$75,409
2021	$220,096	$190,444	$1,274,354	$29,652
2020	$172,975	$133,948	$1,202,354	$39,027
2019	$192,932	$168,845	$1,104,589	$24,087
2018	$219,190	$192,754	$979,421	$26,436

LEROY HISTORICAL SOCIETY