GUNNISON COUNTY PIONEER AND HISTORICAL SOCIETY (EIN 840527500) - 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

1931

Legal Domicile

Principal Officer

KATHIE LUCAS

Tax Period

2024-01-01 to 2024-12-31

GUNNISON COUNTY PIONEER AND HISTORICAL SOCIETY, founded in 1931, is a small nonprofit that reported $242K in total revenue in fiscal year 2024. Revenue surged 101% from the prior year, signaling strong growth momentum. The organization ran a surplus of $171K, a strong 71% operating margin.

Mission

TO PRESERVE AND PROMOTE THE HISTORY AND MEMORABILIA OF GUNNISON AND THE SURROUNDING AREA. THE PRIMARY ACTIVITY OF THE ORGANIZATION IS THE PIONEER MUSEUM, STAFFED EXCLUSIVELY BY VOLUNTEERS.

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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 $180,451

Program Service Revenue $45,103

Investment Income $6,189

Other Revenue $10,090

TOTAL REVENUE $241,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $66,943

Other Expenses $71,100

TOTAL EXPENSES $71,100

Year-over-Year Comparison

	2024	2023	Change
Revenue	$241,833	$120,292	+1.0%
Expenses	$71,100	$74,049	0.0%
Net Income	$170,733	$46,243	+2.7%

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

200

Independent Members

200

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATHIE LUCAS	PRESIDENT	N/A	Officer Director	$0	$0	$0
JEANIE MILLER	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
THOMAS N STOEBER	TREASURER	N/A	Officer Director	$0	$0	$0
BRIDGETT MCDERMOTT	SECRETARY	N/A	Officer Director	$0	$0	$0
DAN MCDONOUGH	DIRECTOR	N/A	Director	$0	$0	$0
FRED OZYP	DIRECTOR	N/A	Director	$0	$0	$0
DARRAH MILLER	DIRECTOR	N/A	Director	$0	$0	$0
KEVIN DAVIDSON	DIRECTOR	N/A	Director	$0	$0	$0
RON LEONARD	DIRECTOR	N/A	Director	$0	$0	$0
LARRY MCDONALD	DIRECTOR	N/A	Director	$0	$0	$0
LEE SPANN	DIRECTOR	N/A	Director	$0	$0	$0
MIKE YOUNG	DIRECTOR	N/A	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	$241,833	$71,100	$2,294,375	$170,733
2023	$120,292	$74,049	$2,123,642	$46,243
2022	$307,605	$72,843	$2,077,399	$234,762
2021	$239,780	$67,450	$1,842,637	$172,330
2020	$146,958	$149,967	$1,670,307	$-3,009

GUNNISON COUNTY PIONEER AND HISTORICAL SOCIETY