THE SUN CITIES AREA HISTORICAL SOCIETY INC (EIN 742439569) - 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

1986

Legal Domicile

Principal Officer

BRET MCKEAND

Phone

6239742568

Tax Period

2024-01-01 to 2024-12-31

THE SUN CITIES AREA HISTORICAL SOCIETY INC, founded in 1986, is a micro nonprofit that reported $70K in total revenue in fiscal year 2024. Revenue fell 54% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $16K, a strong 22% operating margin.

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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 $55,371

Program Service Revenue $0

Investment Income $15,069

Other Revenue $0

TOTAL REVENUE $70,440

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,735

Fundraising Expenses $0

Program Expenses $11,274

Other Expenses $33,951

TOTAL EXPENSES $54,686

Year-over-Year Comparison

	2024	2023	Change
Revenue	$70,440	$152,921	-0.5%
Expenses	$54,686	$53,203	+0.0%
Net Income	$15,754	$99,718	-0.8%

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

$20,788

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANNE LEVIG	TRUSTEE	1	Director	$0	$0	$0
TIM ERICSON	TRUSTEE	1	Director	$0	$0	$0
BARBARA WAGERS	TRUSTEE	1	Director	$0	$0	$0
BRET MCKEAND	TRUSTEE PRESIDENT	1	Director	$0	$0	$0
MICHAEL MARTING	TRUSTEE TREASURER	1	Director	$0	$0	$0
ANDREW KINDLER	TRUSTEE SECRETARY	1	Director	$0	$0	$0
DAWN EXARHOPOULOS	TRUSTEE	1	Director	$0	$0	$0
LINDA BORTON	OFFICE MANAGER	20	Director	$19,200	$1,588	$20,788
CATHERINE DUBOIS	TRUSTEE	1	Director	$0	$0	$0
BEN ROLOFF	TRUSTEE	1	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	$70,440	$54,686	$642,794	$15,754
2023	$152,921	$53,203	$612,575	$99,718
2022	$61,238	$50,729	$503,789	$10,509
2021	$72,328	$35,191	$518,266	$37,137

THE SUN CITIES AREA HISTORICAL SOCIETY INC