LUNA COUNTY HISTORICAL SOCIETY INC (EIN 850254830) - 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

PEGGY BISHOP

Phone

5755462382

Tax Period

2024-07-01 to 2025-06-30

LUNA COUNTY HISTORICAL SOCIETY INC, founded in 1988, is a small nonprofit in the Arts, Culture & Humanities sector that reported $149K in total revenue in fiscal year 2024. Revenue surged 60% from the prior year, signaling strong growth momentum. Expenses of $143K left a modest 4% surplus.

Mission

MAINTAIN AND DEVELOP MUSEUM TO PRESERVE THE HISTORY OF THE LOCAL 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 $122,694

Program Service Revenue $0

Investment Income $3,124

Other Revenue $23,387

TOTAL REVENUE $149,205

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $142,985

Other Expenses $142,985

TOTAL EXPENSES $142,985

Year-over-Year Comparison

	2024	2023	Change
Revenue	$149,205	$93,462	+0.6%
Expenses	$142,985	$132,115	+0.1%
Net Income	$6,220	$-38,653	-1.2%

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
PEGGY BISHOP	PRESIDENT	10.00	Officer Director	$0	$0	$0
MARY GALBRIATH	SECRETARY	5.00	Officer Director	$0	$0	$0
KATHERINE SMYER	VICE PRESIDE	5.00	Officer Director	$0	$0	$0
MONIKA VELEZ	TREASURER	10.00	Officer 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	$149,205	$142,985	$693,385	$6,220
2024	$93,462	$132,115	$687,165	$-38,653
2023	$3,860	$125,996	$726,015	$-122,136
2022	$150,687	$149,080	$886,279	$1,607
2020	$108,638	$129,372	$929,297	$-20,734
2019	$117,819	$141,663	$950,031	$-23,844

LUNA COUNTY HISTORICAL SOCIETY INC