Western Fremont Historical Society (EIN 841121024) - 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

1989

Legal Domicile

Principal Officer

Cinde McPhail

Tax Period

2021-01-01 to 2021-12-31

Western Fremont Historical Society, founded in 1989, is a small nonprofit in the Arts, Culture & Humanities sector that reported $270K in total revenue in fiscal year 2021. Revenue surged 567% from the prior year, signaling strong growth momentum. The organization ran a surplus of $269K, a strong 100% operating margin.

Mission

The organization is dedicated to the preservation of the heritage of western Fremont County, Colorado through research, education and the promotion and sharing of the areas history.

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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 $269,536

Program Service Revenue $0

Investment Income $1

Other Revenue $363

TOTAL REVENUE $269,900

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,183

Other Expenses $1,312

TOTAL EXPENSES $1,312

Year-over-Year Comparison

	2021	2020	Change
Revenue	$269,900	$40,484	+5.7%
Expenses	$1,312	$38,285	-1.0%
Net Income	$268,588	$2,199	+121.1%

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
Craig Leitner	President	002.00	Officer Director	$0	$0	$0
Kris Shurr	Vice Pres/Membership	002.00	Officer Director	$0	$0	$0
Betsy Denney	Treasurer	002.00	Officer Director	$0	$0	$0
Cinde MdPhail	Treasurer Elect	002.00	Officer Director	$0	$0	$0
Barbara Snyder	Secretary	002.00	Officer Director	$0	$0	$0
Shari Mohr	Community Outreach	002.00	Director	$0	$0	$0
Casey Hildebrand	Building Maintenance	002.00	Director	$0	$0	$0
Debbie Hildebrand	Event Coordinator	002.00	Director	$0	$0	$0
Mark Minor	Ex-Officio Board Member	002.00	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
2021	$269,900	$1,312	$365,913	$268,588

Western Fremont Historical Society