Lowell Area Historical Museum (EIN 382931074) - 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

1989

Legal Domicile

Principal Officer

Catherine Haefner

Phone

6168977688

Tax Period

2024-01-01 to 2024-12-31

Lowell Area Historical Museum, founded in 1989, is a small nonprofit in the Arts, Culture & Humanities sector that reported $201K in total revenue in fiscal year 2024. Revenue grew 20% year-over-year, indicating healthy expansion. The organization ran a surplus of $48K, a strong 24% operating margin.

Mission

Collect, preserve and present Lowell Area History.

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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 $137,769

Program Service Revenue $0

Investment Income $48,651

Other Revenue $15,017

TOTAL REVENUE $201,437

Expense Breakdown

Grants Paid $0

Salaries & Benefits $80,445

Fundraising Expenses $0

Program Expenses $127,392

Other Expenses $73,050

TOTAL EXPENSES $153,495

Year-over-Year Comparison

	2024	2023	Change
Revenue	$201,437	$168,302	+0.2%
Expenses	$153,495	$106,508	+0.4%
Net Income	$47,942	$61,794	-0.2%

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

$38,403

Total Directors

$300

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
James Doyle	President	1.00	Officer Director	$0	$0	$0
Tony Dommer	Vice President	0.00	Officer Director	$0	$0	$0
Catherine Haefner	Treasurer	1.00	Officer Director	$300	$0	$300
Tina Cadwalleder	Secretary	1.00	Officer Director	$0	$0	$0
Ardis Barber	Director	0.00	Director	$0	$0	$0
Bev Anderson	Director	0.00	Director	$0	$0	$0
Dale Kropf	Director	0.00	Director	$0	$0	$0
Don Leeman	Director	0.00	Director	$0	$0	$0
Kim Lum	Director	0.00	Director	$0	$0	$0
Becky Regan	Director	0.00	Director	$0	$0	$0
Nancy Ruth	Director	0.00	Director	$0	$0	$0
Rick Seese	Director	0.00	Director	$0	$0	$0
Lisa Plank	Executive Director	0.00	Officer	$38,103	$0	$38,103

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	$201,437	$153,495	$591,282	$47,942
2023	$168,302	$106,508	$515,255	$61,794

Lowell Area Historical Museum