The St Vrain Historical Society Inc (EIN 237122160) - 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

1967

Legal Domicile

Principal Officer

Angela M Anderson

Phone

7206354175

Tax Period

2023-01-01 to 2023-12-31

The St Vrain Historical Society Inc, founded in 1967, is a small nonprofit that reported $228K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $42K, a strong 19% operating margin.

Mission

The St. Vrain Historical Society seeks to preserve the history and heritage of Longmont and the greater St. Vrain Valley by acquiring historic houses, sites, and places and restoring, preserving, and exhibiting the properties encouraging, promoting, and supporting efforts to preserve their 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 $95,193

Program Service Revenue $5,676

Investment Income $1,745

Other Revenue $125,507

TOTAL REVENUE $228,121

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,281

Fundraising Expenses $6,431

Program Expenses $114,155

Other Expenses $128,582

TOTAL EXPENSES $185,863

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,121	$155,392	+0.5%
Expenses	$185,863	$160,253	+0.2%
Net Income	$42,258	$-4,861	-9.7%

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

N/A

Employees

Volunteers

335

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
Angela Anderson	President	5.00	Director	$0	$0	$0
Sharon Wherry	Secretary	3.00	Officer Director	$0	$0	$0
Lois Dyer	Director	3.00	Director	$0	$0	$0
Samuel Mullis	Vice President	3.00	Officer Director	$0	$0	$0
Teresa Litman	Director	4.00	Director	$0	$0	$0
Natalie Blatnick	Director	0.00	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	$228,121	$185,863	$1,193,865	$42,258
2022	$155,392	$160,253	$1,152,120	$-4,861
2021	$133,281	$157,105	$1,156,680	$-23,824
2020	$92,953	$163,759	$1,188,192	$-70,806
2019	$133,669	$178,389	$1,249,323	$-44,720
2018	$102,215	$178,364	$1,290,991	$-76,149

The St Vrain Historical Society Inc