SURFACE CREEK VALLEY HISTORICAL SOCIETY (EIN 840828179) - 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

DIANA CLAYTON

Phone

9708567554

Tax Period

2025-01-01 to 2025-12-31

Mission

Maintain and improve an accurate repository for the preservation of the history of Surface Creek Valley and operate Pioneer Town Museum, Welcome Center, Chapel of the Cross, Stolte Shed, and Charlie Baker Arboretum for the education and enjoyment of the public.

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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 $0

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $0

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,170

Other Expenses $21,170

TOTAL EXPENSES $21,170

Year-over-Year Comparison

	2025	2024	Change
Revenue	N/A	$125,861	-1.0%
Expenses	$21,170	$76,303	-0.7%
Net Income	N/A	$49,558	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

N/A

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
Jerry McHugh	Treasurer	1.00	Officer Director	$0	$0	$0
RANDY REAGIN	Director	1.00	Director	$0	$0	$0
JULIE BINGHAM	Director	1.00	Director	$0	$0	$0
Hope Waibel	Secretary	1.00	Officer Director	$0	$0	$0
DIANA CLAYTON	President	1.00	Officer	$0	$0	$0
SUSAN ALBERTSON	Vice President	1.00	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
2025	No data	$21,170	$717,017	No data
2024	No data	No data	No data	No data
2023	$67,215	$96,295	$684,720	$-29,080
2022	$59,685	$84,525	$726,736	$-24,840
2021	$78,237	$64,561	$746,703	$13,676
2020	$58,630	$61,560	$736,456	$-2,930
2019	$73,084	$80,333	$743,851	$-7,249
2018	$43,741	$57,057	$749,801	$-13,316

SURFACE CREEK VALLEY HISTORICAL SOCIETY