LEWIS AND CLARK CO HISTORICAL SOCIETY (EIN 363766411) - 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

1988

Legal Domicile

Principal Officer

RAYMOND READ

Phone

4064570316

Tax Period

2023-01-01 to 2023-12-31

LEWIS AND CLARK CO HISTORICAL SOCIETY, founded in 1988, is a small nonprofit that reported $266K in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $230K, a strong 86% operating margin.

Mission

IDENTIFY, PROTECT, AND PRESERVE ELEMENTS OF LEWIS AND CLARK COUNTY, MT HISTORY AND PREHISTORY. PROPERLY ACQUIRE, RETAIN, AND PRESERVE ARTIFACTS, STORIES, INFORMATION, PLACES, AND IMAGES. PROVIDE PUBLIC EDUCATION AND SUPPORT OTHER HISTORIC GROUPS IN THE AREA.

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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 $2,256

Program Service Revenue $0

Investment Income $270,406

Other Revenue $-6,646

TOTAL REVENUE $266,016

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,241

Other Expenses $36,241

TOTAL EXPENSES $36,241

Year-over-Year Comparison

	2023	2022	Change
Revenue	$266,016	$377,767	-0.3%
Expenses	$36,241	$2,535	+13.3%
Net Income	$229,775	$375,232	-0.4%

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

N/A

Employees

N/A

Volunteers

N/A

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
KATHY MACEFIELD	Director	0.00	Director	$0	$0	$0
JOHN BARROWS	Director	0.00	Director	$0	$0	$0
DENNIS MCCAHON	Director	0.00	Director	$0	$0	$0
GAYLE SHANAHAN	Director	0.00	Director	$0	$0	$0
RAYMOND READ	President	1.00	Officer	$0	$0	$0
PAM ATTARDO	Vice President	0.00	Officer	$0	$0	$0
BARBARA SMITH	Treasurer	1.00	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
2024	No data	No data	No data	No data
2023	$266,016	$36,241	$1,052,410	$229,775
2022	$377,767	$2,535	$1,271,973	$375,232

LEWIS AND CLARK CO HISTORICAL SOCIETY