UPPER MUSSELSHELL HISTORIC SOCIETY (EIN 810417524) - 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

1983

Legal Domicile

Principal Officer

BRAD BERG

Phone

4066325519

Tax Period

2023-07-01 to 2024-06-30

UPPER MUSSELSHELL HISTORIC SOCIETY, founded in 1983, is a small nonprofit that reported $121K in total revenue in fiscal year 2023. The organization ran a surplus of $48K, a strong 39% operating margin.

Mission

TO GATHER, PRESERVE, AND DISPLAY ARTIFACTS AND PRINTED HISTORY OF THE UPPER MUSSELHELL AREA. IN ADDITION, OUR AIM IS TO INTERPRET OUR DISPLAYS AND TO EDUCATE FUTURE GENERATIONS ABOUT THEIR HERTIAGE.

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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 $112,495

Program Service Revenue $0

Investment Income $8,891

Other Revenue $0

TOTAL REVENUE $121,386

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,608

Fundraising Expenses $0

Program Expenses $72,413

Other Expenses $44,211

TOTAL EXPENSES $73,819

Year-over-Year Comparison

	2023	2022	Change
Revenue	$121,386	N/A	N/A
Expenses	$73,819	N/A	N/A
Net Income	$47,567	N/A	N/A

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

N/A

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
BRAD BERG	TREASURER	2.00	Officer Director	$0	$0	$0
KARENA DALE	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAN DEMPSTER	DIRECTOR	1.00	Director	$0	$0	$0
DON DESHAW	DIRECTOR	1.00	Director	$0	$0	$0
EVY LEARY	DIRECTOR	1.00	Director	$0	$0	$0
GARY OLSEN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
MARLENE ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
NANCY WIDDICOME	SECRETARY	2.00	Officer Director	$0	$0	$0
BOB WILLEMS	DIRECTOR	1.00	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
2025	No data	No data	No data	No data
2024	$121,386	$73,819	$516,220	$47,567

UPPER MUSSELSHELL HISTORIC SOCIETY