SAN JUAN HISTORICAL SOCIETY (EIN 237022221) - 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

1969

Legal Domicile

Principal Officer

ANDY ZALL

Phone

3603783949

Tax Period

2023-01-01 to 2023-12-31

SAN JUAN HISTORICAL SOCIETY, founded in 1969, is a small nonprofit that reported $258K in total revenue in fiscal year 2023. Revenue surged 94% from the prior year, signaling strong growth momentum. Net assets of $587K represent 27 months of operating reserves.

Mission

THE PURPOSE OF THE SAN JUAN HISTORICAL SOCIETY AND ITS MUSEUM IS TO SHARE AND INTERPRET THE STORY OF THE PEOPLE OF SAN JUAN ISLAND.

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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 $238,114

Program Service Revenue $9,724

Investment Income $1,861

Other Revenue $8,067

TOTAL REVENUE $257,766

Expense Breakdown

Grants Paid $0

Salaries & Benefits $51,758

Fundraising Expenses $18,247

Program Expenses $195,765

Other Expenses $217,289

TOTAL EXPENSES $269,047

Year-over-Year Comparison

	2023	2022	Change
Revenue	$257,766	$133,029	+0.9%
Expenses	$269,047	$141,851	+0.9%
Net Income	$-11,281	$-8,822	+0.3%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANDY ZALL	PRESIDENT	5.00	Officer Director	$0	$0	$0
JENNIFER RIGG	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
CHRISTINE MINNEY	TREASURER	1.00	Officer Director	$0	$0	$0
SHANNON HAWKINS	SECRETARY	2.00	Officer Director	$0	$0	$0
ROMONA JONES	TRUSTEE	1.00	Director	$0	$0	$0
MARY JANE ANDERSON	TRUSTEE	1.00	Director	$0	$0	$0
MARY JO BOLTE	TRUSTEE	1.00	Director	$0	$0	$0
MARY NASH	TRUSTEE	1.00	Director	$0	$0	$0
PETER ANNA GRISEL	TRUSTEE	1.00	Director	$0	$0	$0
KEITH GUARD	TRUSTEE	1.00	Director	$0	$0	$0
CRAIG STARR	TRUSTEE	1.00	Director	$0	$0	$0
TAWNY MARTEL GALLIGAN	TRUSTEE	1.00	Director	$0	$0	$0
KEVIN ROTH	TRUSTEE	1.00	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	$257,766	$269,047	$589,125	$-11,281
2022	$133,029	$141,851	$602,542	$-8,822
2021	$103,495	$104,166	$611,057	$-671
2020	$94,343	$89,188	$618,582	$5,155
2019	$82,641	$190,917	$605,620	$-108,276
2018	$104,051	$87,867	$713,478	$16,184

SAN JUAN HISTORICAL SOCIETY