PUEBLO COUNTY HISTORICAL SOCIETY (EIN 840851563) - 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

1975

Legal Domicile

Principal Officer

PEGGY WALKER

Phone

7195436772

Tax Period

2024-01-01 to 2024-12-31

PUEBLO COUNTY HISTORICAL SOCIETY, founded in 1975, is a small nonprofit that reported $180K in total revenue in fiscal year 2024. Revenue fell 83% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $83K, a strong 46% operating margin.

Mission

TO PRESERVE AND SAHRE THE HISTORY OF THE PUEBLO AREA.

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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 $179,595

Program Service Revenue $0

Investment Income $208

Other Revenue $151

TOTAL REVENUE $179,954

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $85,120

Other Expenses $96,661

TOTAL EXPENSES $96,661

Year-over-Year Comparison

	2024	2023	Change
Revenue	$179,954	$1,039,469	-0.8%
Expenses	$96,661	$84,561	+0.1%
Net Income	$83,293	$954,908	-0.9%

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

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
TOM PERKINS	DIRECTOR	001.00	Director	$0	$0	$0
JUDY MCGINNIS	DIRECTOR	001.00	Director	$0	$0	$0
BILL CRAIN	DIRECTOR	001.00	Director	$0	$0	$0
MARGARET WARD MASIAS	DIRECTOR	001.00	Director	$0	$0	$0
BILL WOOD	DIRECTOR	001.00	Director	$0	$0	$0
LARRY FRANK	DIRECTOR	001.00	Director	$0	$0	$0
JOE MAHANEY	DIRECTOR	001.00	Director	$0	$0	$0
PAT CRUMP	DIRECTOR	001.00	Director	$0	$0	$0
JOANNE DODDS	DIRECTOR	001.00	Director	$0	$0	$0
TERRY HEART	DIRECTOR	001.00	Director	$0	$0	$0
GARRETT JETT	DIRECTOR	001.00	Director	$0	$0	$0
PAM JACOBSEN	PRES	001.00	Officer	$0	$0	$0
RUTH ANN BRABDON	V PRES	001.00	Officer	$0	$0	$0
PEGGY WILCOX	SECT	001.00	Officer	$0	$0	$0
PEG WALKER	TREAS	001.00	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	No data	No data	No data
2024	$179,954	$96,661	$1,914,879	$83,293
2023	$1,039,469	$84,561	$1,676,565	$954,908
2022	$53,463	$84,725	$721,657	$-31,262
2021	$193,378	$85,431	$753,167	$107,947
2020	$91,877	$54,389	$644,972	$37,488
2019	$69,297	$69,016	$607,484	$281
2018	$157,824	$74,310	$520,075	$83,514

PUEBLO COUNTY HISTORICAL SOCIETY