STANWOOD AREA HISTORICAL SOCIETY

EIN: 510137982 501(c)(3)

STANWOOD, WA

Total Revenue
$248,674
Total Expenses
$157,239
Total Assets
$1,603,000
Net Assets
$1,601,079
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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
1972
Legal Domicile
WA
Principal Officer
JOAN ANDREWS
Phone
3606296110
Tax Period
2023-01-01 to 2023-12-31

STANWOOD AREA HISTORICAL SOCIETY, founded in 1972, is a small nonprofit that reported $249K in total revenue in fiscal year 2023. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $91K, a strong 37% operating margin.

Mission

THE STANWOOD AREA HISTORICAL SOCIETY SEEKS TO DISCOVER, PRESERVE, & DISPLAY ANY MATERIALS WHICH HELP TO ESTABLISH, ILLUSTRATE, & INTERPRET THE ECONOMIC, SOCIAL, & CULTURAL HERITAGE OF THE GREATER STANWOOD AREA; INCLUDING, IF FINANCIALLY POSSIBLE & APPROPRIATE, HISTORIC SITES & PROPERTIES.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $20,440
Program Service Revenue $13,582
Investment Income $220,863
Other Revenue $-6,211
TOTAL REVENUE $248,674

Expense Breakdown

Grants Paid $0
Salaries & Benefits $21,693
Fundraising Expenses $0
Program Expenses $137,663
Other Expenses $135,546
TOTAL EXPENSES $157,239

Year-over-Year Comparison

2023 2022 Change
Revenue $248,674 $143,154 +0.7%
Expenses $157,239 $182,653 -0.1%
Net Income $91,435 $-39,499 -3.3%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
11
Independent Members
11
Employees
3
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
4
$0
Total Directors
13
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOAN ANDREWS PRESIDENT 4.00
Officer Director
$0 $0 $0
KATHY UROFF VICE PRESIDE 5.00
Officer Director
$0 $0 $0
STEVE YOUNGREN TREASURER 2.00
Officer Director
$0 $0 $0
KAREN PRASSE SECRETARY 15.00
Officer Director
$0 $0 $0
JANET UTGARD TRUSTEE 1.00
Director
$0 $0 $0
JOHN LEQUE TRUSTEE 1.00
Director
$0 $0 $0
CLIFFORD LARSON TRUSTEE 2.00
Director
$0 $0 $0
JOHN SMISTAD TRUSTEE 4.00
Director
$0 $0 $0
PAT BRONSON HONORARY TRU N/A
Director
$0 $0 $0
MARGARET UTGARD HONORARY TRU N/A
Director
$0 $0 $0
ROSE KING TRUSTEE 2.00
Director
$0 $0 $0
ANDREENA BERGMAN TRUSTEE 2.00
Director
$0 $0 $0
KAREN PELLETIER TRUSTEE 2.00
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 No data No data No data No data
2023 $248,674 $157,239 $1,603,000 $91,435
2022 $143,154 $182,653 $1,511,581 $-39,499
2021 $177,262 $195,261 $1,549,668 $-17,999
2020 $181,174 $150,782 $1,569,509 $30,392
2019 $65,388 $124,832 $1,540,699 $-59,444
2018 $53,060 $87,277 $1,598,526 $-34,217
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