ELIZABETH HISTORICAL SOCIETY (EIN 364122973) - 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

2005

Legal Domicile

Principal Officer

ANITA HANSON

Phone

8152917239

Tax Period

2024-01-01 to 2024-12-31

ELIZABETH HISTORICAL SOCIETY, founded in 2005, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $38K in total revenue in fiscal year 2024. Revenue surged 169% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22K, a strong 57% operating margin.

Mission

RESTORING AND PRESERVING DEPOT TO USE AS A MUSUM AND MAINTAINING HOUSE FOR ADDITIONAL MUSEUM

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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 $25,450

Program Service Revenue $0

Investment Income $12,741

Other Revenue $192

TOTAL REVENUE $38,383

Expense Breakdown

Grants Paid $400

Salaries & Benefits $0

Fundraising Expenses $362

Program Expenses $16,483

Other Expenses $16,083

TOTAL EXPENSES $16,483

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,383	$14,267	+1.7%
Expenses	$16,483	$18,915	-0.1%
Net Income	$21,900	$-4,648	-5.7%

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

N/A

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
ANITA HANSON	TREASURER	4.00	Officer	$0	$0	$0
KAREN STEFFENSON	DIRECTOR	2.00	Director	$0	$0	$0
RICHARD DITTMAR	DIRECTOR	2.00	Director	$0	$0	$0
TOM STRAIN	DIRECTOR	1.00	Director	$0	$0	$0
KIM THORSEN	PRESIDENT	10.00	Officer	$0	$0	$0
MARGARET DITTMAR	SECRETARY	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
2025	No data	No data	No data	No data
2024	$38,383	$16,483	$436,784	$21,900
2023	$14,267	$18,915	$260,255	$-4,648
2022	$21,161	$12,682	$271,244	$8,479
2021	$41,469	$10,952	$407,945	$30,517
2020	$17,692	$5,728	$381,345	$11,964

ELIZABETH HISTORICAL SOCIETY