PHELPS COMMUNITY HISTORICAL SOCIETY (EIN 311609797) - 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

1969

Legal Domicile

Principal Officer

MARTY VANKIRK

Phone

3155484940

Tax Period

2024-01-01 to 2024-12-31

PHELPS COMMUNITY HISTORICAL SOCIETY, founded in 1969, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $94K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. Net assets of $1.0M represent 132 months of operating reserves.

Mission

RESTORATION, PRESERVATION & MAINTENANCE OF HISTORIC STRUCTURES AND ARTIFACTS OF LOCAL SIGNIFICANCE

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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 $37,371

Program Service Revenue $0

Investment Income $45,055

Other Revenue $11,244

TOTAL REVENUE $93,670

Expense Breakdown

Grants Paid $0

Salaries & Benefits $43,173

Fundraising Expenses $0

Program Expenses $66,054

Other Expenses $56,042

TOTAL EXPENSES $99,215

Year-over-Year Comparison

	2024	2023	Change
Revenue	$93,670	$138,979	-0.3%
Expenses	$99,215	$93,593	+0.1%
Net Income	$-5,545	$45,386	-1.1%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MARTY VAN KIRK	PRESIDENT	2.00	Officer	$0	$0	$0
SARAH LANDSCHOOT-RIEGEL	SECRETARY	2.00	Officer	$0	$0	$0
BILLEE ALTMAN	TRUSTEE	2.00	Director	$0	$0	$0
RON GRUBE	VICE PRESIDENT, HISTORIAN	2.00	Officer	$0	$0	$0
JANE PEDERSEN	TRUSTEE	2.00	Director	$0	$0	$0
GARY JONES	TRUSTEE	2.00	Director	$0	$0	$0
LEN KATASKAS	TREASURER	2.00	Officer	$0	$0	$0
DENNIS KING	TRUSTEE	2.00	Director	$0	$0	$0
BARRY LEE	TRUSTEE	2.00	Director	$0	$0	$0
CATHY SCOTT	TRUSTEE	2.00	Director	$0	$0	$0
RAYNE HAMMOND-BENZ	TRUSTEE	2.00	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	$93,670	$99,215	$1,034,078	$-5,545
2023	$138,979	$93,593	$1,028,204	$45,386
2022	$127,383	$74,282	$1,010,222	$53,101
2021	$58,333	$67,300	$1,073,244	$-8,967
2020	$70,643	$73,827	$1,017,500	$-3,184
2019	$66,943	$59,416	$997,005	$7,527
2018	$79,592	$54,328	$905,848	$25,264

PHELPS COMMUNITY HISTORICAL SOCIETY