ST LUCAS HISTORICAL SOCIETY (EIN 331043882) - 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

2003

Legal Domicile

Principal Officer

CLAIR BLONG

Phone

3192301161

Tax Period

2025-01-01 to 2025-12-31

ST LUCAS HISTORICAL SOCIETY, founded in 2003, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $81K in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $25K, a strong 30% operating margin.

Mission

PROVIDE RESEARCH CENTER AND OTHER COMMUNITY/EDUCATIONAL USES WITH CONTRIBUTIONS MADE TO PRESERVE AND RESTORE ST. LUKE'S SCHOOL.

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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 (2025)

Revenue Breakdown

Contributions & Grants $68,217

Program Service Revenue $0

Investment Income $4,739

Other Revenue $8,180

TOTAL REVENUE $81,136

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $53,123

Other Expenses $56,573

TOTAL EXPENSES $56,573

Year-over-Year Comparison

	2025	2024	Change
Revenue	$81,136	$70,344	+0.2%
Expenses	$56,573	$160,266	-0.6%
Net Income	$24,563	$-89,922	-1.3%

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

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
ANDREW BLONG	DIRECTOR	0.50	Officer	$0	$0	$0
CLAIR BLONG	PRESIDENT	0.50	Officer	$0	$0	$0
GLENN JANE BLONG	DIRECTOR	0.50	Officer	$0	$0	$0
MELVIN JANET BODENSTEINER	DIRECTOR	0.50	Officer	$0	$0	$0
JIM BOEDING	DIRECTOR	0.50	Officer	$0	$0	$0
MEL DIETZENBACH	DIRECTOR	0.50	Officer	$0	$0	$0
BEN KUENNEN	VICE PRESIDE	0.50	Officer	$0	$0	$0
CY JUDY KUENNEN	DIRECTOR	0.50	Officer	$0	$0	$0
DANIEL KATHRYN KUENNEN	DIRECTOR	0.50	Officer	$0	$0	$0
VIRGINIA MANDERFIELD	SECRETARY	0.50	Officer	$0	$0	$0
JOHN DIANE MCCARTY	TREASURER	0.50	Officer	$0	$0	$0
GARY JANICE MIHM	DIRECTOR	0.50	Officer	$0	$0	$0
CARL ROSEMARY MOST	SECRETARY	0.50	Officer	$0	$0	$0
PETER REGNERY	DIRECTOR	0.50	Officer	$0	$0	$0
JOHN JOANN SVENDSEN	DIRECTOR	0.50	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	$81,136	$56,573	$470,987	$24,563
2024	$70,344	$160,266	$427,402	$-89,922
2023	$188,661	$38,214	$517,324	$150,447

ST LUCAS HISTORICAL SOCIETY