STANLEY AREA HISTORICAL SOCIETY (EIN 391721678) - 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

1976

Legal Domicile

Phone

7157030437

Tax Period

2024-01-01 to 2024-12-31

STANLEY AREA HISTORICAL SOCIETY, founded in 1976, is a small nonprofit in the Arts, Culture & Humanities sector that reported $176K in total revenue in fiscal year 2024. Revenue surged 276% from the prior year, signaling strong growth momentum. The organization ran a surplus of $104K, a strong 59% operating margin.

Mission

PRESERVATION OF LOCAL HISTORY BY ACQUISITION AND DISPLAY OF LOCAL HISTORICAL ARTIFACTS AND DOCUMENTS. PREPARE AND PUBLISH HISTORICAL NEWSLETTERS.

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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 $157,665

Program Service Revenue $0

Investment Income $9,515

Other Revenue $9,034

TOTAL REVENUE $176,214

Expense Breakdown

Grants Paid $6,200

Salaries & Benefits $9,245

Fundraising Expenses $0

Program Expenses $66,793

Other Expenses $56,278

TOTAL EXPENSES $71,723

Year-over-Year Comparison

	2024	2023	Change
Revenue	$176,214	$46,884	+2.8%
Expenses	$71,723	$56,968	+0.3%
Net Income	$104,491	$-10,084	-11.4%

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

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
JAMES ERICKSEN	TREASURER	2.00	Director	$0	$0	$0
BETTY PLOMBON	NEWSLETTER EDITOR	2.00	Director	$0	$0	$0
MARK BERNKLAU	DIRECTOR	2.00	Director	$0	$0	$0
JOHN POZDELL	DIRECTOR	2.00	Director	$0	$0	$0
MARY FITZSIMMONS	DIRECTOR	2.00	Director	$0	$0	$0
DONNA ENDRU	DIRECTOR	2.00	Director	$0	$0	$0
COLLEEN DANIELSON	DIRECTOR	2.00	Director	$0	$0	$0
DAVID JANKOSKI	PRESIDENT	2.00	Officer Director	$0	$0	$0
JEAN KETTERHAGEN	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
SHARON WUNDROW	SECRETARY	2.00	Officer 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
2024	$176,214	$71,723	$818,151	$104,491
2023	$46,884	$56,968	$664,690	$-10,084
2022	$43,376	$58,465	$661,421	$-15,089
2020	$53,928	$62,327	$657,223	$-8,399
2019	$55,181	$38,470	$627,442	$16,711
2018	$48,212	$65,042	$564,633	$-16,830

STANLEY AREA HISTORICAL SOCIETY