Lodi Harrisville Historical Society (EIN 205851702) - 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

1972

Legal Domicile

Principal Officer

Donald E Gilbert

Phone

3309481658

Tax Period

2019-01-01 to 2019-12-31

Lodi Harrisville Historical Society, founded in 1972, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $22K in total revenue in fiscal year 2019. Revenue fell 31% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $13K, a strong 62% operating margin.

Mission

To Foster History and the History of our City, Township and locality.

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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 (2019)

Revenue Breakdown

Contributions & Grants $20,907

Program Service Revenue $0

Investment Income $860

Other Revenue $0

TOTAL REVENUE $21,767

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $20

Program Expenses $0

Other Expenses $8,282

TOTAL EXPENSES $8,282

Year-over-Year Comparison

	2019	2018	Change
Revenue	$21,767	$31,690	-0.3%
Expenses	$8,282	$28,879	-0.7%
Net Income	$13,485	$2,811	+3.8%

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

117

Independent Members

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Anderson	Trustee	20.00	Director	$0	$0	$0
Patricia Carpenter	Secretary	20.00	Officer	$0	$0	$0
Donald Gilbert	Trustee	25.00	Director	$0	$0	$0
Margaret Hershberger	Trustee	20.00	Director	$0	$0	$0
Kathleen Lemar	Trustee	20.00	Director	$0	$0	$0
Letha Mapes	President	30.00	Officer	$0	$0	$0
James Rice	Trustee	25.00	Director	$0	$0	$0
Larry Scott	Trustee	20.00	Director	$0	$0	$0
Michael Warner	Trustee	25.00	Director	$0	$0	$0
Anita Weaver	Trustee	20.00	Director	$0	$0	$0
Diane Welday	Trustee	20.00	Director	$0	$0	$0
Hattie Ziegler	Treasurer	30.00	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
2019	$21,767	$8,282	No data	$13,485
2018	$31,690	$28,879	No data	$2,811

Lodi Harrisville Historical Society