SHARLOT HALL HISTORICAL SOCIETY OF AZ

EIN: 860113854 501(c)(3) Arts, Culture & Humanities

PRESCOTT, AZ

Total Revenue
$814,243
Total Expenses
$1,390,668
Total Assets
$1,178,055
Net Assets
$1,121,926
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1943
Legal Domicile
AZ
Principal Officer
J STUART ROSEBROOK
Phone
9282772002
Tax Period
2024-07-01 to 2025-06-30

SHARLOT HALL HISTORICAL SOCIETY OF AZ, founded in 1943, is a small nonprofit in the Arts, Culture & Humanities sector that reported $814K in total revenue in fiscal year 2024. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $1.4M exceeded revenue, resulting in a 71% operating deficit.

Mission

TO PROVIDE FINANCIAL, VOLUNTEER, AND OTHER SUPPORT TO THE PRESCOTT HISTORICAL SOCIETY, AN ARIZONA STATE AGENCY, IN ITS OPERATION OF THE SHARLOT HALL MUSEUM.

Program Service Accomplishments

Program 1
Expenses: $796,608 Revenue: $239,627

CONTINUED POSITIVE TRENDS IN ATTENDANCE (6% INCREASE OVER PRIOR YEAR), MEMBERSHIP (16% INCREASE OVER PRIOR YEAR), VOLUNTEER ENGAGEMENT (18% INCREASE OVER PRIOR YEAR), AND ARCHIVES RESEARCH REQUESTS...

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CONTINUED POSITIVE TRENDS IN ATTENDANCE (6% INCREASE OVER PRIOR YEAR), MEMBERSHIP (16% INCREASE OVER PRIOR YEAR), VOLUNTEER ENGAGEMENT (18% INCREASE OVER PRIOR YEAR), AND ARCHIVES RESEARCH REQUESTS FULFILLED (37% INCREASE OVER PRIOR YEAR).

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $436,620
Program Service Revenue $239,627
Investment Income $20,729
Other Revenue $117,267
TOTAL REVENUE $814,243

Expense Breakdown

Grants Paid $0
Salaries & Benefits $676,843
Fundraising Expenses $87,410
Program Expenses $796,608
Other Expenses $713,825
TOTAL EXPENSES $1,390,668

Year-over-Year Comparison

2024 2023 Change
Revenue $814,243 $1,229,826 -0.3%
Expenses $1,390,668 $1,023,685 +0.4%
Net Income $-576,425 $206,141 -3.8%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
27
Volunteers
172

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
6
$40,559
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PAUL FEES INTERIM DIRECTOR 0.00
Officer
$40,559 $0 $40,559
LINDA OGO TRUSTEE 0.50
Director
$0 $0 $0
STEVE BLAIR TRUSTEE 0.50
Director
$0 $0 $0
STEVE GABER TRUSTEE 0.50
Director
$0 $0 $0
BOB HAMER TRUSTEE 0.50
Director
$0 $0 $0
VICKI LANGE TRUSTEE 0.50
Director
$0 $0 $0
KATHY MANCINO TRUSTEE 0.50
Director
$0 $0 $0
FRANK SANDERSON TRUSTEE 0.50
Director
$0 $0 $0
MARIA ICENOGLE TRUSTEE 0.50
Director
$0 $0 $0
DON SPADOLA TRUSTEE 0.50
Director
$0 $0 $0
JANEEN TREVILLYAN TRUSTEE 0.50
Director
$0 $0 $0
MARVIN KAISER PRESIDENT 2.00
Officer Director
$0 $0 $0
JAY FRANK VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
SUZANNE SPRINGER SECRETARY 1.00
Officer Director
$0 $0 $0
KEN MCGUCKEN TREASURER 1.00
Officer Director
$0 $0 $0
J STUART ROSEBROOK EXECUTIVE DIRECTOR 50.00
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 $814,243 $1,390,668 $1,178,055 $-576,425
2024 No data No data No data No data
2023 $830,107 $904,561 $1,308,917 $-74,454
2022 $704,739 $683,258 $1,417,297 $21,481
2021 $754,014 $549,834 $1,413,866 $204,180
2020 $735,980 $536,766 $4,387,278 $199,214
2019 $964,683 $509,093 $4,102,916 $455,590
2018 $1,843,092 $501,792 $3,438,627 $1,341,300
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