FOREST HISTORY SOCIETY INC (EIN 410762363) - 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

1946

Legal Domicile

Principal Officer

TANIA MUNZ

Phone

9196829319

Tax Period

2024-07-01 to 2025-06-30

FOREST HISTORY SOCIETY INC, founded in 1946, is a community nonprofit in the Environment sector that reported $1.6M in total revenue in fiscal year 2024. Revenue surged 58% from the prior year, signaling strong growth momentum. Expenses of $1.4M left a modest 12% surplus.

Mission

THE FOREST HISTORY SOCIETY PRESERVES OUR FOREST HERITAGE. IT AIMS TO IMPROVE NATURAL RESOURCES MANAGEMENT AND HUMAN WELFARE BY BRINGING A HISTORICAL CONTEXT TO ENVIRONMENTAL DECISION-MAKING. THE PRIMARY EXEMPT PURPOSES INCLUDE: TO COLLECT, PRESERVE, AND DISSEMINATE THE HISTORY OF NORTH AMERICAN FORESTS AND ALL FOREST-RELATED ACTIVITIES; TO ENCOURAGE AND AID THE ESTABLISHMENT OF INDIVIDUAL, FAMILY, COMPANY, AND INSTITUTIONAL COLLECTIONS AND TO MAKE THAT INFORMATION AVAILABLE TO STUDENTS AND SCHOLARS; TO PROMOTE RESEARCH AND WRITING AND PUBLISH ON THE HISTORY OF THE RELATIONSHIP OF FORESTS AND PEOPLE OVER TIME; AND TO PROVIDE FOR THE EDUCATION OF ALL AGE GROUPS RELATED TO THE LESSONS OF FOREST AND CONSERVATION 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 $1,101,133

Program Service Revenue $50

Investment Income $420,027

Other Revenue $75,536

TOTAL REVENUE $1,596,746

Expense Breakdown

Grants Paid $0

Salaries & Benefits $700,910

Fundraising Expenses $100,022

Program Expenses $1,148,086

Other Expenses $710,962

TOTAL EXPENSES $1,411,872

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,596,746	$1,010,769	+0.6%
Expenses	$1,411,872	$1,355,456	+0.0%
Net Income	$184,874	$-344,687	-1.5%

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

$248,833

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLARK W SEELY	CHAIRMAN	5.00	Officer Director	$0	$0	$0
BOB IZLAR	IMMEDIATE PAST CHAIR	5.00	Officer Director	$0	$0	$0
DANIEL CHRISTENSEN	CO-VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
JONATHAN PRATHER	CO-VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
CHARLES W RASMUSSEN	CO-VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
MARSHALL D THOMAS	TREASURER	5.00	Officer Director	$0	$0	$0
VICKI CHRISTIANSEN	SECRETARY	5.00	Officer Director	$0	$0	$0
NICOLETTE L CAGLE	BOARD MEMBER	5.00	Director	$0	$0	$0
NED CHILDS	BOARD MEMBER	5.00	Director	$0	$0	$0
SAM COOK	BOARD MEMBER	5.00	Director	$0	$0	$0
EVA GREGER	BOARD MEMBER	5.00	Director	$0	$0	$0
LYNNE HEASLEY	BOARD MEMBER	5.00	Director	$0	$0	$0
BRENT KEEFER	BOARD MEMBER	5.00	Director	$0	$0	$0
MARK MADISON	BOARD MEMBER	5.00	Director	$0	$0	$0
PETER MERTZ	BOARD MEMBER	5.00	Director	$0	$0	$0
DIANA MEYERS	BOARD MEMBER	5.00	Director	$0	$0	$0
DON MOTANIC	BOARD MEMBER	5.00	Director	$0	$0	$0
DAVID NUNES	BOARD MEMBER	5.00	Director	$0	$0	$0
FREDERICK W PIASECKI	BOARD MEMBER	5.00	Director	$0	$0	$0
VIVIAN ZOFIA PIASECKI	BOARD MEMBER	5.00	Director	$0	$0	$0
AMELIE ROBERGE	BOARD MEMBER	5.00	Director	$0	$0	$0
RUTH ANNA STOLK	BOARD MEMBER	5.00	Director	$0	$0	$0
PAUL SUTTER	BOARD MEMBER	5.00	Director	$0	$0	$0
TOM TEMPLE	BOARD MEMBER	5.00	Director	$0	$0	$0
DAOWEI ZHANG	BOARD MEMBER	5.00	Director	$0	$0	$0
TANIA MUNZ	PRESIDENT & CEO	40.00	Officer	$234,201	$14,632	$248,833

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	$1,596,746	$1,411,872	$15,515,763	$184,874
2024	$1,010,769	$1,355,456	$14,731,710	$-344,687
2023	$978,424	$1,382,695	$14,403,337	$-404,271
2022	$2,687,841	$1,089,377	$14,218,632	$1,598,464
2021	$1,263,022	$1,172,487	$16,382,440	$90,535
2020	$1,044,981	$1,087,060	$15,185,749	$-42,079
2019	$3,000,694	$1,043,905	$16,503,135	$1,956,789

FOREST HISTORY SOCIETY INC