LOS ALAMOS HISTORICAL SOCIETY INC (EIN 850231249) - 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

Phone

5056626272

Tax Period

2023-07-01 to 2024-06-30

LOS ALAMOS HISTORICAL SOCIETY INC is a small nonprofit that reported $953K in total revenue in fiscal year 2023. The organization ran a surplus of $164K, a strong 17% operating margin.

Mission

TO PROVIDE A MUSEUM FOR THE PRESERVATION OF LOCAL 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 (2023)

Revenue Breakdown

Contributions & Grants $140,963

Program Service Revenue $730,512

Investment Income $81,114

Other Revenue $0

TOTAL REVENUE $952,589

Expense Breakdown

Grants Paid $0

Salaries & Benefits $345,591

Fundraising Expenses $25,275

Program Expenses $560,048

Other Expenses $442,926

TOTAL EXPENSES $788,517

Year-over-Year Comparison

	2023	2022	Change
Revenue	$952,589	$899,595	+0.1%
Expenses	$788,517	$612,295	+0.3%
Net Income	$164,072	$287,300	-0.4%

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

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
MIKE HOLTZCLAW	DIRECTOR	1.00	Director	$0	$0	$0
FRANCES CHADWICK	DIRECTOR	1.00	Director	$0	$0	$0
MARY PAT KRAEMER	DIRECTOR	1.00	Director	$0	$0	$0
SHAY KENDRICKS	DIRECTOR	1.00	Director	$0	$0	$0
HEDY DUNN-EMERTIS	DIRECTOR	1.00	Director	$0	$0	$0
ANNETTE SEHORN	DIRECTOR	1.00	Director	$0	$0	$0
CRAIG WASHNOK	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE LINKE	DIRECTOR	1.00	Director	$0	$0	$0
CHERIE TROTTIER	DIRECTOR	2.00	Officer	$0	$0	$0
WENDY HOFFMAN	SECRETARY	2.00	Officer	$0	$0	$0
RON WILKINS	TREASURER	2.00	Officer	$0	$0	$0
RIZ ALI	DIRECTOR	2.00	Officer	$0	$0	$0
PATRICK SULLIVAN	PRESIDENT	2.00	Officer	$0	$0	$0
CHRISTINE HIPP	PAST PRESIDENT	2.00	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	$952,589	$788,517	$3,026,852	$164,072
2023	$899,595	$612,295	$2,757,856	$287,300
2022	$1,443,921	$748,653	$2,315,213	$695,268
2021	$1,043,398	$855,966	$2,238,096	$187,432
2020	$455,965	$507,610	$1,819,657	$-51,645
2019	$549,566	$576,748	$1,797,661	$-27,182
2018	$746,735	$871,513	$1,788,706	$-124,778

LOS ALAMOS HISTORICAL SOCIETY INC