MESA HISTORICAL SOCIETY INC

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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

ANITA PETERS

Phone

4808352286

Tax Period

2024-07-01 to 2025-06-30

MESA HISTORICAL SOCIETY INC, founded in 1966, is a small nonprofit that reported $481K in total revenue in fiscal year 2024. The organization ran a surplus of $158K, a strong 33% operating margin.

Mission

MESA HISTORICAL SOCIETY IS A PUBLIC MUSEUM DEDICATED TO PRESERVING MESAS RICH CULTURE AND HISTORY THROUGH COLLECTIONS AND EXHIBITS

Program Service Accomplishments

Program 1

Expenses: $180,385 Revenue: $13,983

MESA HISTORICAL SOCIETY FEATURES EXHIBITS DEDICATED TO THE CITY OF MESA, INCLUDING ITS PREHISTORIC BEGINNINGS WITH THE HOHOKAM TRIBE TO THE BIRTH OF THE EARLY PIONEER AGRICULTURE. THE MUSEUM PROGRAMS INCLUDE YEAR-ROUND EXHIBITS, HANDS-ON DEMONSTRATIONS, GROUP TOURS AND SPECIAL ROTATING EXHIBITS THROUGHOUT THE YEAR.

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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 (2024)

Revenue Breakdown

Contributions & Grants $343,097

Program Service Revenue $10,129

Investment Income $8,250

Other Revenue $119,212

TOTAL REVENUE $480,688

Expense Breakdown

Grants Paid $0

Salaries & Benefits $212,953

Fundraising Expenses $36,503

Program Expenses $180,385

Other Expenses $109,429

TOTAL EXPENSES $322,382

Year-over-Year Comparison

	2024	2023	Change
Revenue	$480,688	$467,663	+0.0%
Expenses	$322,382	$325,088	0.0%
Net Income	$158,306	$142,575	+0.1%

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

$78,333

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHARLES CRISMON	DIRECTOR	1.00	Director	$0	$0	$0
BOBBY FREEMAN	DIRECTOR	1.00	Director	$0	$0	$0
JEN VELEZ	TREASURER	1.00	Officer Director	$0	$0	$0
GREG MAREK	PRESIDENT	3.00	Officer Director	$0	$0	$0
KEN SHADLEY	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN RICCI	EXECUTIVE DIRECTOR	40.00	Director	$78,333	$0	$78,333
BARB BINGHAM	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW FRYE	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN HAWKINS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE WOOD	DIRECTOR	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
2025	$480,688	$322,382	$637,230	$158,306
2024	$467,663	$325,088	$467,508	$142,575
2023	$324,082	$287,704	$324,933	$36,378
2022	$374,222	$263,246	$288,555	$110,976
2021	$228,519	$251,343	$177,579	$-22,824
2020	$368,353	$245,988	$200,204	$122,365
2019	$203,618	$247,711	$78,357	$-44,093