Hagerman Valley Historical Society (EIN 820367485) - 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

1981

Legal Domicile

Principal Officer

CATHERINE DAILY

Phone

2088376288

Tax Period

2025-01-01 to 2025-12-31

Hagerman Valley Historical Society, founded in 1981, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $70K in total revenue in fiscal year 2025. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $13K, a strong 19% operating margin.

Mission

To discover and preserve materials that document the history of the Hagerman Valley. To operate a museum. To disseminate historical invormation via media and programs. To maintain public monument.

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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 (2025)

Revenue Breakdown

Contributions & Grants $51,565

Program Service Revenue $0

Investment Income $18,147

Other Revenue $0

TOTAL REVENUE $69,712

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,742

Other Expenses $56,742

TOTAL EXPENSES $56,742

Year-over-Year Comparison

	2025	2024	Change
Revenue	$69,712	$45,033	+0.5%
Expenses	$56,742	$54,882	+0.0%
Net Income	$12,970	$-9,849	-2.3%

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	Role	Reportable Comp	Other Comp	Total
FRANK ERWIN	BOARD MEMBER	Director	$0	$0	$0
RAY VADER	BOARD MEMBER	Director	$0	$0	$0
DARLENE NEMNICH	Secretary	Officer Director	$0	$0	$0
JERI ANN BILLIARD	FIN SECRETARY	Officer Director	$0	$0	$0
ROBIN WINES	BOARD MEMBER	Director	$0	$0	$0
JAN LEMCKE	BOARD MEMBER	Director	$0	$0	$0
BETTE WUNDERLE	BOARD MEMBER	Director	$0	$0	$0
COLETTA POYNTER	Treasurer	Officer Director	$0	$0	$0
CATHERINE DAILY	President	Officer 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	$69,712	$56,742	$1,001,745	$12,970
2024	$45,033	$54,882	$1,078,905	$-9,849
2023	$53,405	$46,952	$1,088,754	$6,453
2022	$13,737	$15,682	$1,082,342	$-1,945
2021	$34,237	$3,696	$1,084,322	$30,541
2020	$17,110	$4,175	$1,021,116	$12,935

Hagerman Valley Historical Society