LEWISVILLE HISTORICAL SOCIETY

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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

1991

Legal Domicile

Principal Officer

Kathryn M Ewalt

Phone

7632299114

Tax Period

2024-07-01 to 2025-06-30

LEWISVILLE HISTORICAL SOCIETY, founded in 1991, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $9K in total revenue in fiscal year 2024. Revenue fell 95% from the prior year — a significant decline worth monitoring. Net assets of $100K represent 135 months of operating reserves.

Mission

TO DISCOVER, COLLECT AND PROMOTE THE PRESERVATION OF LEWISVILLE HISTORY AND PRESERVE ITS HISTORICAL LANDMARKS

Program Service Accomplishments

Program 1

Expenses: $4,910 Revenue: $1,322

TO DISCOVER, COLLECT AND PROMOTE THE PRESERVATION OF LEWISVILLE HISTORY AND PRESERVE ITS HISTORICAL LANDMARKS

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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 $7,570

Program Service Revenue $0

Investment Income $2

Other Revenue $1,322

TOTAL REVENUE $8,894

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,650

Program Expenses $4,910

Other Expenses $9,138

TOTAL EXPENSES $9,138

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,894	$171,911	-0.9%
Expenses	$9,138	$31,757	-0.7%
Net Income	$-244	$140,154	-1.0%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MERRIKAY BROWN	PRESIDENT	5	Officer Director	$0	$0	$0
DERRICK BEAUCHAMP	VICE PRESIDENT	5	Officer Director	$0	$0	$0
KATHRYN EWALT	TREASURER	5	Officer Director	$0	$0	$0
JOYCE WALKER	SECRETARY	5	Officer Director	$0	$0	$0
MARY ARMITAGE	ASSISTANT SECRETARY	5	Officer Director	$0	$0	$0
CHRISTOPHER WATSON	ASSISTANT TREASURER	5	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
2025	$8,894	$9,138	$100,262	$-244
2024	$171,911	$31,757	$100,534	$140,154
2023	$-16,634	$7,955	$971,363	$-24,589
2022	$-13,502	$6,761	$993,112	$-20,263
2021	$22,817	$16,937	$1,019,085	$5,880
2020	$167,573	$19,180	$1,002,086	$148,393
2019	$13,399	$11,821	$853,600	$1,578
2018	$270,874	$10,998	$852,022	$259,876