DELTA COUNTY HISTORICAL SOCIETY FOUNDATION (EIN 381850730) - 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

1947

Legal Domicile

Phone

9067896790

Tax Period

2024-01-01 to 2024-12-31

DELTA COUNTY HISTORICAL SOCIETY FOUNDATION, founded in 1947, is a small nonprofit that reported $166K in total revenue in fiscal year 2024. Revenue surged 178% from the prior year, signaling strong growth momentum. The organization ran a surplus of $81K, a strong 49% operating margin.

Mission

Visitors toured grounds, lighthouse and museum. They also utilized the archives for research.

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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 $125,406

Program Service Revenue $19,870

Investment Income $15,494

Other Revenue $5,362

TOTAL REVENUE $166,132

Expense Breakdown

Grants Paid $0

Salaries & Benefits $23,190

Fundraising Expenses $0

Program Expenses $81,073

Other Expenses $61,778

TOTAL EXPENSES $84,968

Year-over-Year Comparison

	2024	2023	Change
Revenue	$166,132	$59,699	+1.8%
Expenses	$84,968	$65,879	+0.3%
Net Income	$81,164	$-6,180	-14.1%

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

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
Emily Eliassen	Docent/Archives Assist.	25.00		$14,450	$0	$14,450
Konstantin Olsen	Docent	15.00		$2,379	$0	$2,379
Sean Sullvan	Docent	25.00		$2,373	$0	$2,373
Richard Anzalone	Trustee	10.00	Director	$0	$0	$0
Bryan Bender	Trustee	2.00	Director	$0	$0	$0
Cindy Bender	Trustee	2.00	Director	$0	$0	$0
Marsha Burroughs	Trustee	10.00	Director	$0	$0	$0
Judy Fouts	Trustee	5.00	Director	$0	$0	$0
Don Curran	Trustee	1.00	Director	$0	$0	$0
Ernie Genaw	Trustee	4.00	Director	$0	$0	$0
Lori Genaw	Trustee	1.00	Director	$0	$0	$0
Sue Hampton	Vice President	3.00	Officer Director	$0	$0	$0
Terry Hampton	Trustee	2.00	Director	$0	$0	$0
Charles Lindquist	President	15.00	Officer Director	$0	$0	$0
Karen Lindquist	Trustee	21.00	Director	$0	$0	$0
Ellie O'Donnell	Trustee	5.00	Director	$0	$0	$0
Dane Ross	Trustee	4.00	Director	$0	$0	$0
Cheryl Savage	Trustee	2.00	Director	$0	$0	$0
Judy Schroeder	Trustee	1.00	Director	$0	$0	$0
Darolyn Spannuth	Trustee	7.00	Director	$0	$0	$0
Kelly Hanson	Trustee	5.00	Director	$0	$0	$0
Matt Hanson	Trustee	3.00	Director	$0	$0	$0
Carol Varvil	Trustee	10.00	Officer Director	$0	$0	$0
Monte Morrison	Trustee	1.00	Director	$0	$0	$0
Janice Pepin	Trustee	15.00	Director	$0	$0	$0
Liz Deneau	Secretary	5.00	Officer	$0	$0	$0
Christian Holmes	Treasurer	10.00	Officer	$0	$0	$0
Emily Eliassen	Docent	25.00		$0	$0	$0
Sean Sullivan	Docent	15.00		$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	$166,132	$84,968	$878,683	$81,164
2023	$59,699	$65,879	$686,176	$-6,180
2022	$56,046	$53,757	$636,231	$2,289
2021	$61,636	$29,975	$714,486	$31,661
2020	$112,656	$35,158	$610,985	$77,498

DELTA COUNTY HISTORICAL SOCIETY FOUNDATION