STUMPTOWN 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

1982

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

STUMPTOWN HISTORICAL SOCIETY, founded in 1982, is a micro nonprofit that reported $71K in total revenue in fiscal year 2023. Expenses of $195K exceeded revenue, resulting in a 176% operating deficit.

Mission

THE ORGANIZATION IS COMMITTED TO PRESERVING THE HISTORY OF WHITEFISH, MT AND THE FLATHEAD VALLEY FOR THE PRESENT AND THE FUTURE.

Program Service Accomplishments

Program 1

Expenses: $195,444

RENOVATION AND MAINTENANCE OF THE HISTORIC RAILROAD DEPOT AND MAINTAINING AN HISTORICAL MUSEUM.

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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 $25,315

Program Service Revenue $8,820

Investment Income $0

Other Revenue $36,719

TOTAL REVENUE $70,854

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,952

Fundraising Expenses $0

Program Expenses $195,444

Other Expenses $144,492

TOTAL EXPENSES $195,444

Year-over-Year Comparison

	2023	2022	Change
Revenue	$70,854	$70,751	+0.0%
Expenses	$195,444	$141,003	+0.4%
Net Income	$-124,590	$-70,252	+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

$35,107

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JILL EVANS	EXECUTIVE DIRECTOR	40.00	Director Highest	$35,107	$0	$35,107
BUZZIE ANDERSON	DIRECTOR	0.40	Director	$0	$0	$0
ROB AKEY	DIRECTOR	0.30	Director	$0	$0	$0
CHARLIE ROGERS	DIRECTOR	0.70	Director	$0	$0	$0
BENILDA DELGADO	DIRECTOR	0.30	Director	$0	$0	$0
CHARLIE ROGERS	DIRECTOR	0.30	Director	$0	$0	$0
MIKE MULDOWN	DIRECTOR	0.30	Director	$0	$0	$0
CAROLINE PFRIMMER	DIRECTOR	1.00	Director	$0	$0	$0
DICK SOLBERG	VICE PRESIDENT	0.20	Officer Director	$0	$0	$0
JACKIE ADAMS	SECRETARYTREASURER	0.50	Officer	$0	$0	$0
KARL SCHENCK	PRESIDENT	1.25	Officer	$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	$70,854	$195,444	$822,261	$-124,590
2022	$70,751	$141,003	$875,361	$-70,252
2021	$95,859	$112,697	$945,613	$-16,838
2020	$85,360	$112,116	$963,546	$-26,756
2019	$125,684	$116,111	$989,412	$9,573
2018	$86,696	$104,361	$981,197	$-17,665