LAKEWOOD HISTORICAL SOCIETY (EIN 346556203) - 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

1952

Legal Domicile

Principal Officer

MARK STOCKMAN

Phone

2162217343

Tax Period

2024-06-01 to 2025-05-31

LAKEWOOD HISTORICAL SOCIETY, founded in 1952, is a small nonprofit in the Arts, Culture & Humanities sector that reported $250K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $64K, a strong 26% operating margin.

Mission

THE MISSION OF THE LAKEWOOD HISTORICAL SOCIETY IS TO ENHANCE THE QUALITY OF LIFE IN LAKEWOOD BY OFFERING EDUCATIONAL PROGRAMS FOR ALL AGES: PROVIDING STEWARDSHIP OF ARTIFACTS AND BUILDINGS; AND ADVOCATING FOR OUR HISTORICAL COMMUNITY.

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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 $193,252

Program Service Revenue $12,696

Investment Income $38,294

Other Revenue $5,592

TOTAL REVENUE $249,834

Expense Breakdown

Grants Paid $0

Salaries & Benefits $111,331

Fundraising Expenses $18,518

Program Expenses $118,213

Other Expenses $74,439

TOTAL EXPENSES $185,770

Year-over-Year Comparison

	2024	2023	Change
Revenue	$249,834	$212,482	+0.2%
Expenses	$185,770	$165,027	+0.1%
Net Income	$64,064	$47,455	+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

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

$67,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT SHIMP	EXECUTIVE DI	40.00	Officer	$67,600	$0	$67,600
MARK STOCKMAN	PRESIDENT	8.00	Officer Director	$0	$0	$0
JIM ROBINSON	1ST VP	6.00	Officer Director	$0	$0	$0
AMY CHODZIN	2ND VP	4.00	Officer Director	$0	$0	$0
KRISTINE ADAMS	TREASURER	6.00	Officer Director	$0	$0	$0
ANNE SCHLECKMAN	SECRETARY	4.00	Officer Director	$0	$0	$0
LINDA BARBERO	DIRECTOR	2.00	Director	$0	$0	$0
RANDY BISHOP	DIRECTOR	6.00	Director	$0	$0	$0
KATHY HABER	DIRECTOR	6.00	Director	$0	$0	$0
NORINE PRIM	DIRECTOR	10.00	Director	$0	$0	$0
TISH MARSHALL	DIRECTOR	2.00	Director	$0	$0	$0
JULIE WARREN	DIRECTOR	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
2025	$249,834	$185,770	$1,041,875	$64,064
2024	$212,482	$165,027	$955,348	$47,455
2023	$118,046	$64,556	$860,713	$53,490
2022	$168,114	$66,653	$817,128	$101,461
2021	$179,092	$123,507	$744,625	$55,585
2020	$130,163	$106,463	$670,409	$23,700
2019	$227,172	$107,608	$634,303	$119,564
2018	$324,471	$98,470	$524,730	$226,001

LAKEWOOD HISTORICAL SOCIETY