BEULAH HISTORICAL SOCIETY (EIN 840762598) - 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

1976

Legal Domicile

Principal Officer

Greta Hanson Maurer

Phone

7194851976

Tax Period

2021-01-01 to 2021-12-31

BEULAH HISTORICAL SOCIETY, founded in 1976, is a small nonprofit that reported $317K in total revenue in fiscal year 2021. Revenue surged 4638% from the prior year, signaling strong growth momentum. The organization ran a surplus of $307K, a strong 97% operating margin.

Mission

This organization seeks to preserve th history of the Beulah Valley and surrounding area. A physical location was donated providing a new home base for the storing and sharing of historical archives and hosting Historical Society events.

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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 (2021)

Revenue Breakdown

Contributions & Grants $312,785

Program Service Revenue $2,592

Investment Income $3

Other Revenue $1,898

TOTAL REVENUE $317,278

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $3,346

Other Expenses $10,098

TOTAL EXPENSES $10,098

Year-over-Year Comparison

	2021	2020	Change
Revenue	$317,278	$6,696	+46.4%
Expenses	$10,098	$5,794	+0.7%
Net Income	$307,180	$902	+339.6%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Greta Hanson Maurer	President	15	Officer Director	$0	$0	$0
Jeff Broome	Vice President	5	Officer Director	$0	$0	$0
Kris Allen	Secretary	10	Officer Director	$0	$0	$0
Holly Hanson	Treasurer	10	Officer Director	$0	$0	$0
Tima Anderson	Board Member	2	Director	$0	$0	$0
Corkie Outhier	Board Member	2	Director	$0	$0	$0
Linda Roper	Board Member	2	Director	$0	$0	$0
Sandy Anderson	Board Member	1	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
2021	$317,278	$10,098	$380,771	$307,180

BEULAH HISTORICAL SOCIETY