CLEARWATER HISTORICAL SOCIETY INC (EIN 591938824) - 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

1979

Legal Domicile

Principal Officer

ALLISON DOLAN

Phone

7277548019

Tax Period

2023-11-01 to 2024-10-31

CLEARWATER HISTORICAL SOCIETY INC, founded in 1979, is a small nonprofit that reported $265K in total revenue in fiscal year 2023.

Mission

TO PRESERVE THE COLLECTION OF ARTIFACTS, RELICS AND DOCUMENTS RELATING TO THE HISTORY OF THE CITY OF CLEARWATER AND TO OPERATE THE MUSEUM FOR ACCESS TO THOSE ARCHIVES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $187,664

Program Service Revenue $71,472

Investment Income $5,926

Other Revenue $0

TOTAL REVENUE $265,062

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $4,875

Program Expenses $229,651

Other Expenses $282,710

TOTAL EXPENSES $282,710

Year-over-Year Comparison

	2023	2022	Change
Revenue	$265,062	$250,185	+0.1%
Expenses	$282,710	$184,618	+0.5%
Net Income	$-17,648	$65,567	-1.3%

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

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

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
ALLISON DOLAN	PRESIDENT	35.00	Officer Director	$0	$0	$0
JENNIE WILSON	VICE PRESIDE	5.00	Director	$0	$0	$0
SUZ PRIEST	TREASURER	25.00	Director	$0	$0	$0
JEANNE HOLMQUIST	SECRETARY	5.00	Officer Director	$0	$0	$0
WILLIAM WALLACE	PAST PRESIDE	1.00	Director	$0	$0	$0
JERALD COLLMAN	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN RAINERI	DIRECTOR	2.00	Director	$0	$0	$0
DEAN ROBERTSON	DIRECTOR	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	$265,062	$282,710	$463,748	$-17,648
2023	$250,185	$184,618	$476,486	$65,567
2022	$119,864	$114,087	$411,995	$5,777
2021	$91,357	$161,110	$485,695	$-69,753
2020	$99,561	$141,329	$555,050	$-41,768

CLEARWATER HISTORICAL SOCIETY INC