LEWIS COUNTY HISTORICAL SOCIETY (EIN 166098696) - 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

1966

Legal Domicile

Principal Officer

JONATHAN MILLER

Tax Period

2023-01-01 to 2023-12-31

LEWIS COUNTY HISTORICAL SOCIETY, founded in 1966, is a small nonprofit that reported $197K in total revenue in fiscal year 2023. The organization ran a surplus of $73K, a strong 37% operating margin.

Mission

TO PROMOTE INTEREST IN LOCAL 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 $142,540

Program Service Revenue $0

Investment Income $52,224

Other Revenue $2,189

TOTAL REVENUE $196,953

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,310

Fundraising Expenses $0

Program Expenses $124,396

Other Expenses $81,086

TOTAL EXPENSES $124,396

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,953	N/A	N/A
Expenses	$124,396	N/A	N/A
Net Income	$72,557	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

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
MARY KELLEY	BOARD MEMBER	Director	$0	$0	$0
LINDA HORNIG	BOARD MEMBER	Director	$0	$0	$0
ARLENE HALL	BOARD MEMBER	Director	$0	$0	$0
ROBERT MEEKINS	BOARD MEMBER	Director	$0	$0	$0
DANIEL ROOT MD	BOARD MEMBER	Director	$0	$0	$0
SANDY ROBERTS	BOARD MEMBER	Director	$0	$0	$0
LYDIA MILLER	BOARD MEMBER	Director	$0	$0	$0
DEBRA BARNARD	BOARD MEMBER	Director	$0	$0	$0
CATHERINE NELLS GUNN	BOARD MEMBER	Director	$0	$0	$0
HAMISH DAVEY	BOARD MEMBER	Director	$0	$0	$0
JONATHAN MILLER	PRESIDENT	Officer	$0	$0	$0
LINDA DENING	TREASURER	Officer	$0	$0	$0
SUSAN MERRELL	SECRETARY	Officer	$0	$0	$0
MARIAN OPELA	VICE PRESIDENT	Officer	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$196,953	$124,396	$1,299,313	$72,557
2022	$220,262	$99,476	$1,234,479	$120,786
2021	$116,867	$102,695	$1,137,070	$14,172
2020	$110,989	$97,868	$1,102,254	$13,121
2019	$133,177	$86,263	$1,082,658	$46,914
2018	$84,248	$101,349	$1,078,249	$-17,101

LEWIS COUNTY HISTORICAL SOCIETY