LEE COUNTY HISTORICAL SOCIETY

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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

1968

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

LEE COUNTY HISTORICAL SOCIETY, founded in 1968, is a micro nonprofit that reported $84K in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $107K exceeded revenue, resulting in a 28% operating deficit.

Mission

TO EXPAND INTEREST IN LOCAL HISTORY BY HOSTING PROGRAMS AND OFFERING TOURS. ALSO LIVE DEMONSTRATION OF PERIOD CRAFTS, COOKING AND ART.

Program Service Accomplishments

Program 1

Expenses: $104,758

TO EXPAND INTEREST IN LOCAL HISTORY BY HOSTING PROGRAMS AND OFFERING TOURS. ALSO LIVE DEMONSTRATION OF PERIOD CRAFTS, COOKING AND ART.

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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 $33,319

Program Service Revenue $48,988

Investment Income $673

Other Revenue $625

TOTAL REVENUE $83,605

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,758

Other Expenses $106,951

TOTAL EXPENSES $106,951

Year-over-Year Comparison

	2023	2022	Change
Revenue	$83,605	$109,732	-0.2%
Expenses	$106,951	$127,143	-0.2%
Net Income	$-23,346	$-17,411	+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

N/A

Volunteers

150

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
PAUL MASK	TRUSTEE	1.00	Director	$0	$0	$0
DEENA ROWELL	TRUSTEE	1.00	Director	$0	$0	$0
BETSY JORDAN	TRUSTEE	1.00	Director	$0	$0	$0
ANGELA MCCORMICK	TRUSTEE	1.00	Director	$0	$0	$0
JAMES WITTE	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD MCCULLERS	TRUSTEE	1.00	Director	$0	$0	$0
BOB DIXON	TRUSTEE	1.00	Director	$0	$0	$0
PATRICIA CONOVER	TRUSTEE	1.00	Director	$0	$0	$0
LYNNE HAMMOND	TRUSTEE	1.00	Director	$0	$0	$0
PETE DUNAWAY	TRUSTEE	1.00	Director	$0	$0	$0
JAMES GROUT	TRUSTEE	1.00	Director	$0	$0	$0
MARY BURKHART	TRUSTEE	1.00	Director	$0	$0	$0
TIA GONZALES	TRUSTEE	1.00	Director	$0	$0	$0
DOYLE KEASAL	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES H MITCHELL	TRUSTEE	1.00	Director	$0	$0	$0
CHARLES C MITCHELL	PRESIDENT	20.00	Officer	$0	$0	$0
TERESA PAGLIONE	VICE PRESIDENT	10.00	Officer	$0	$0	$0
NINA DIXON	TREASURER	15.00	Officer	$0	$0	$0
DEBORAH MCCORD	SECRETARY	25.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$83,605	$106,951	$547,303	$-23,346
2022	$109,732	$127,143	$570,649	$-17,411
2021	$99,005	$47,192	$571,164	$51,813
2020	$125,150	$71,640	$545,639	$53,510