BITTER ROOT VALLEY HISTORICAL SOCIETY INC (EIN 810370013) - 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

Legal Domicile

Principal Officer

PHIL CONNELLY

Phone

4063633338

Tax Period

2024-01-01 to 2024-12-31

BITTER ROOT VALLEY HISTORICAL SOCIETY INC is a small nonprofit that reported $271K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion.

Mission

ACQUIRE, PRESERVE, PROTECT AND INTERPRET THE HISTORICAL AND CULTURAL HERITAGE OF THE BITTER ROOT VALLEY AND ITS PEOPLE.

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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 $67,991

Program Service Revenue $85,905

Investment Income $11,720

Other Revenue $105,690

TOTAL REVENUE $271,306

Expense Breakdown

Grants Paid $0

Salaries & Benefits $175,875

Fundraising Expenses $0

Program Expenses $273,031

Other Expenses $97,156

TOTAL EXPENSES $273,031

Year-over-Year Comparison

	2024	2023	Change
Revenue	$271,306	$244,476	+0.1%
Expenses	$273,031	$243,344	+0.1%
Net Income	$-1,725	$1,132	-2.5%

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

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
PERRY BARTOL	TREASURER	2.00	Officer Director	$0	$0	$0
JOANN HOSKO	SECRETARY	3.00	Officer Director	$0	$0	$0
RUTH WIMBERLY	DIRECTOR	2.00	Director	$0	$0	$0
SCOTT SACRY	DIRECTOR	2.00	Director	$0	$0	$0
PHIL CONNELLY	PRESIDENT	4.00	Officer Director	$0	$0	$0
PEGGY RIEMER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
ELENA LOPEZ	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	$271,306	$273,031	$285,757	$-1,725
2023	$244,476	$243,344	$276,809	$1,132
2022	$250,218	$236,349	$287,509	$13,869
2021	$284,165	$250,319	$320,704	$33,846
2020	$301,906	$288,774	$299,193	$13,132
2019	$272,494	$267,869	$234,795	$4,625
2018	$277,460	$274,621	$246,464	$2,839

BITTER ROOT VALLEY HISTORICAL SOCIETY INC