COWLITZ COUNTY HISTORICAL SOCIETY (EIN 237049683) - 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

1949

Legal Domicile

Principal Officer

JOSEPH GOVEDNIK

Phone

3605773119

Tax Period

2023-01-01 to 2023-12-31

COWLITZ COUNTY HISTORICAL SOCIETY, founded in 1949, is a small nonprofit that reported $138K in total revenue in fiscal year 2023. Expenses of $174K exceeded revenue, resulting in a 26% operating deficit.

Mission

DISCOVERING, PRESERVING AND DISSEMINATING KNOWLEDGE ABOUT THE HISTORY OF COWLITZ COUNTY AND THE STATE OF WASHINGTON THROUGH THE MAINTENANCE OF A HISTORICAL MUSEUM AND VARIOUS COMMUNITY OUTREACH PROGRAMS.

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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 $94,325

Program Service Revenue $0

Investment Income $36,975

Other Revenue $6,327

TOTAL REVENUE $137,627

Expense Breakdown

Grants Paid $0

Salaries & Benefits $93,841

Fundraising Expenses $17,804

Program Expenses $119,667

Other Expenses $79,768

TOTAL EXPENSES $173,609

Year-over-Year Comparison

	2023	2022	Change
Revenue	$137,627	$128,334	+0.1%
Expenses	$173,609	$163,568	+0.1%
Net Income	$-35,982	$-35,234	+0.0%

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
LEE KESSLER	PRESIDENT	1.00	Officer Director	$0	$0	$0
BRAD THURMAN	DIRECTOR	1.00	Director	$0	$0	$0
ERIK MOSER	DIRECTOR	1.00	Director	$0	$0	$0
DEAN TAKKO	DIRECTOR	1.00	Director	$0	$0	$0
DENA ENYEART	SECRETARY	1.00	Officer Director	$0	$0	$0
ROBERT BOB CHASE	TREASURER	1.00	Officer Director	$0	$0	$0
JOSEPH GOVEDNIK	EXECUTIVE DI	40.00	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
2024	No data	No data	No data	No data
2023	$137,627	$173,609	$2,781,150	$-35,982
2022	$128,334	$163,568	$2,673,562	$-35,234
2021	$142,371	$161,507	$2,964,666	$-19,136
2020	$289,327	$153,813	$2,866,800	$135,514
2019	$130,368	$149,703	$2,625,070	$-19,335
2018	$118,265	$171,568	$2,511,788	$-53,303

COWLITZ COUNTY HISTORICAL SOCIETY