SHARLOT HALL HISTORICAL SOCIETY OF AZ (EIN 860113854) - 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

1943

Legal Domicile

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.

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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 $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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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

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

$40,559

Total Directors

Key Employees

Highest Compensated

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

SHARLOT HALL HISTORICAL SOCIETY OF AZ