Sedona Historical Society Inc (EIN 860501283) - 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

1991

Legal Domicile

Phone

9282827038

Tax Period

2020-01-01 to 2020-12-31

Sedona Historical Society Inc, founded in 1991, is a small nonprofit in the Arts, Culture & Humanities sector that reported $180K in total revenue in fiscal year 2020. Revenue fell 21% from the prior year — a significant decline worth monitoring. Net assets of $372K represent 25 months of operating reserves.

Mission

Preservation,Education,Research of history of Arizona and Sedona. The organization operates the Sedona Heritage Museum.The museum provides regular exhibits highlighting the early settlers,ranching and cowboys.The orchard industry,movies made in sedona and Sedona Schnebly, the town's name sake.The historical society offers historical themes and stories of the people who contributed to Sedona's rich and unique history. The society offers regular history-themed programs and special events throughout the year. The society offers activities specifically geared toward children and offers adults research library facilities to partake in genealogical studies

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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 (2020)

Revenue Breakdown

Contributions & Grants $179,793

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $179,793

Expense Breakdown

Grants Paid $0

Salaries & Benefits $58,520

Fundraising Expenses $59,162

Program Expenses $39,443

Other Expenses $138,695

TOTAL EXPENSES $197,215

Year-over-Year Comparison

	2020	2019	Change
Revenue	$179,793	$226,467	-0.2%
Expenses	$197,215	$208,277	-0.1%
Net Income	$-17,422	$18,190	-2.0%

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

N/A

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	Role	Reportable Comp	Other Comp	Total
Janeen Trevillyan	President	Director	$0	$0	$0
Bill Levengood	Vice President	Officer	$0	$0	$0
Shiela Wymore	Treasurer	Officer	$0	$0	$0
Jamie Hinman	Secretary	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
2020	$179,793	$197,215	$564,235	$-17,422
2019	$226,467	$208,277	$489,369	$18,190

Sedona Historical Society Inc