Grand Lake Area Historial Society (EIN 846105634) - 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

1974

Legal Domicile

Principal Officer

James Cervenka

Phone

3038590114

Tax Period

2024-01-01 to 2024-12-31

Grand Lake Area Historial Society, founded in 1974, is a small nonprofit that reported $510K in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $455K, a strong 89% operating margin.

Mission

Preserve, Protect and Maintain Grand Lake Area 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 (2024)

Revenue Breakdown

Contributions & Grants $435,930

Program Service Revenue $12,840

Investment Income $32,461

Other Revenue $28,420

TOTAL REVENUE $509,651

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,101

Other Expenses $54,317

TOTAL EXPENSES $54,317

Year-over-Year Comparison

	2024	2023	Change
Revenue	$509,651	$454,845	+0.1%
Expenses	$54,317	$41,868	+0.3%
Net Income	$455,334	$412,977	+0.1%

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
Jim Cervenka	President	18.00	Officer Director	$0	$0	$0
Elin Capps	Secretary	30.00	Officer Director	$0	$0	$0
Patricia Stahl	Treasurer	20.00	Officer Director	$0	$0	$0
Steve Batty	Board Member	5.00	Director	$0	$0	$0
Sandia Bruton	Board Member	10.00	Director	$0	$0	$0
Lucy Fitch	Board Member	5.00	Director	$0	$0	$0
Frank Reardon	Board Member	15.00	Director	$0	$0	$0
Dennis Humphries	Board Member	10.00	Director	$0	$0	$0
Melody Anders	Board Member	15.00	Director	$0	$0	$0
Layla Schnacke	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
2024	$509,651	$54,317	$1,662,918	$455,334
2023	$454,845	$41,868	$1,170,387	$412,977
2022	$148,693	$46,816	$750,034	$101,877
2021	$136,476	$75,025	$668,370	$61,451
2020	$100,782	$83,865	$606,470	$16,917
2018	$62,419	$56,377	$558,487	$6,042

Grand Lake Area Historial Society