SOUTH PLATTE VALLEY HISTORICAL SOCIETY (EIN 841086406) - 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

1988

Legal Domicile

Principal Officer

JACKIE SMITH

Phone

3038572337

Tax Period

2024-02-01 to 2025-01-31

SOUTH PLATTE VALLEY HISTORICAL SOCIETY, founded in 1988, is a small nonprofit in the Arts, Culture & Humanities sector that reported $147K in total revenue in fiscal year 2024. Revenue surged 130% from the prior year, signaling strong growth momentum. The organization ran a surplus of $99K, a strong 67% operating margin.

Mission

HISTORIC PRESERVATION OF FORT LUPTON.

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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 $127,494

Program Service Revenue $0

Investment Income $1,918

Other Revenue $18,019

TOTAL REVENUE $147,431

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $2,571

Program Expenses $27,127

Other Expenses $48,210

TOTAL EXPENSES $48,210

Year-over-Year Comparison

	2024	2023	Change
Revenue	$147,431	$63,988	+1.3%
Expenses	$48,210	$48,802	0.0%
Net Income	$99,221	$15,186	+5.5%

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
JACKIE SMITH	PRESIDENT	5.00	Officer	$0	$0	$0
WILLY TAYLOR	VICE PRESIDENT	8.00	Officer	$0	$0	$0
MEGAN CARDILLO	SECRETARY	20.00	Officer	$0	$0	$0
HEATHER TAYLOR	TREASURER	25.00	Officer	$0	$0	$0
RON MARTIN	BOARD MEMBER	10.00	Director	$0	$0	$0
MIKE CARDILLO	BOARD MEMBER	10.00	Director	$0	$0	$0
ROBERT WARNER	BOARD MEMBER	10.00	Director	$0	$0	$0
MARLENE STIEBER	BOARD MEMBBER	10.00	Director	$0	$0	$0
TONY THOM	BOARD MEMBER	10.00	Director	$0	$0	$0
AL SEELY	BOARD MEMBER	10.00	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	$147,431	$48,210	$631,693	$99,221
2024	$63,988	$48,802	$530,381	$15,186
2023	$66,042	$43,829	$513,444	$22,213
2022	$56,353	$127,756	$491,231	$-71,403
2021	$99,668	$172,602	$562,634	$-72,934
2020	$144,749	$105,431	$591,416	$39,318
2019	$170,204	$142,544	$552,098	$27,660

SOUTH PLATTE VALLEY HISTORICAL SOCIETY