THE LAKE TOWNSHIP HISTORICAL SOCIETY (EIN 341816350) - 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

1995

Legal Domicile

Principal Officer

SHELLY QUINN

Phone

3306996929

Tax Period

2023-01-01 to 2023-12-31

THE LAKE TOWNSHIP HISTORICAL SOCIETY, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $269K in total revenue in fiscal year 2023. Revenue surged 1368% from the prior year, signaling strong growth momentum. The organization ran a surplus of $255K, a strong 95% operating margin.

Mission

OUR MISSION IS TO PRESERVE THIS HISTORY OF LAKE TOWNSHIP THROUGH THE COLLECTING AND DISPLAYING HISTORICAL ARTIFACTS. WE ALSO SPONSOR PROGRAMS ON HISTORICAL ASPECTS OF THE TOWNSHIP.

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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 $251,180

Program Service Revenue $16,746

Investment Income $884

Other Revenue $0

TOTAL REVENUE $268,810

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $5,166

Program Expenses $8,976

Other Expenses $14,142

TOTAL EXPENSES $14,142

Year-over-Year Comparison

	2023	2022	Change
Revenue	$268,810	$18,315	+13.7%
Expenses	$14,142	$15,937	-0.1%
Net Income	$254,668	$2,378	+106.1%

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

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
DONNA HALL	TRUSTEE	4.00	Director	$0	$0	$0
MARTHA MERTZ	TRUSTEE	3.00	Director	$0	$0	$0
NATE MILLER	TRUSTEE	3.00	Director	$0	$0	$0
LEXI PERSON	TRUSTEE	4.00	Director	$0	$0	$0
RUTH STURGILL	TRUSTEE	6.00	Director	$0	$0	$0
SANDI COSTILL	TREASURER	5.00	Officer	$0	$0	$0
GARY HALL	VICE-PRESIDE	3.00	Officer	$0	$0	$0
SHELLY QUINN	PRESIDENT	6.00	Officer	$0	$0	$0
JAMES TAWNEY	ASSISTANT TR	3.00	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
2023	$268,810	$14,142	$510,124	$254,668

THE LAKE TOWNSHIP HISTORICAL SOCIETY