Applegate Pioneer Museum (EIN 237442816) - 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

1972

Legal Domicile

Principal Officer

Kerry Shafer

Phone

5413378599

Tax Period

2021-01-01 to 2021-12-31

Applegate Pioneer Museum, founded in 1972, is a small nonprofit in the Arts, Culture & Humanities sector that reported $681K in total revenue in fiscal year 2021. The organization ran a surplus of $677K, a strong 99% operating margin.

Mission

Encourage, promote, develop, maintain and preserve historical artifacts and historical collections.

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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 (2021)

Revenue Breakdown

Contributions & Grants $680,591

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $680,591

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $3,988

TOTAL EXPENSES $3,988

Year-over-Year Comparison

	2021	2020	Change
Revenue	$680,591	N/A	N/A
Expenses	$3,988	N/A	N/A
Net Income	$676,603	N/A	N/A

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

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
Rick Gedeon	President	6.00	Officer Director	$0	$0	$0
Kerry Shafer	Vice President	6.00	Officer Director	$0	$0	$0
Violet Shafer	Treasurer	10.00	Officer Director	$0	$0	$0
Donna Wilson	Secretary	6.00	Officer Director	$0	$0	$0
Barbara Herring	Director	10.00	Director	$0	$0	$0
Frank Armstrong	Director	0.00	Director	$0	$0	$0
Carolyn Coriea	Director	0.00	Director	$0	$0	$0
Kathy Lunden	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
2021	$680,591	$3,988	$698,945	$676,603

Applegate Pioneer Museum