NORTHERN ARIZONA PIONEERS HISTORICAL SOCIETY (EIN 860190900) - 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

1961

Legal Domicile

Principal Officer

GWEN GROTH

Phone

9287746272

Tax Period

2023-01-01 to 2023-12-31

NORTHERN ARIZONA PIONEERS HISTORICAL SOCIETY, founded in 1961, is a micro nonprofit that reported $67K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $54K, a strong 80% operating margin.

Mission

TO PROVIDE SUPPORT FOR TWO NORTHERN ARIZONA HISTORIC MUSEUMS (THE RIORDAN MANSION HISTORIC PARK AND THE PIONEER MUSEUM) BY FOCUSING ON EARLY HISTORY OF NORTHERN ARIZONA THROUGH EDUCATIONAL PROGRAMS, CULTURAL EVENT SPONSORSHIPS AND RECRUITING, AND TRAINING MUSEUM DOCENTS.

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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 $44,815

Program Service Revenue $0

Investment Income $14,172

Other Revenue $8,366

TOTAL REVENUE $67,353

Expense Breakdown

Grants Paid $7,429

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $8,624

Other Expenses $5,947

TOTAL EXPENSES $13,376

Year-over-Year Comparison

	2023	2022	Change
Revenue	$67,353	$55,500	+0.2%
Expenses	$13,376	$43,914	-0.7%
Net Income	$53,977	$11,586	+3.7%

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
RICHARD BOYD	Director	1.00	Director	$0	$0	$0
MARY LOU MORROW	Director	1.00	Director	$0	$0	$0
JAN SGAMBELLURI	Director	2.00	Director	$0	$0	$0
GWEN GROTH	MEMBER	5.00	Director	$0	$0	$0
JOE MEEHAN	Director	1.00	Director	$0	$0	$0
DUFFIE WESTHEIMER	Director	2.00	Director	$0	$0	$0
GREG HUGHES	Director	1.00	Director	$0	$0	$0
JT MCCANN	Director	1.00	Director	$0	$0	$0
PETER RUNGE	Director	1.00	Director	$0	$0	$0
SUSAN JOHNSON	Director	2.00	Director	$0	$0	$0
DAVID PORTREE	Director	2.00	Director	$0	$0	$0
PATRICIA LOVEN	Secretary	3.00	Officer	$0	$0	$0
CHARLOTTE MADDEN	President	5.00	Officer	$0	$0	$0
ANN POLLOCK	Treasurer	5.00	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
2024	No data	No data	No data	No data
2023	$67,353	$13,376	$501,243	$53,977

NORTHERN ARIZONA PIONEERS HISTORICAL SOCIETY