Fountain Hills & Lower Verde River Valley Museum & Historical Society (EIN 860670640) - 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

1990

Legal Domicile

Principal Officer

Cherie Koss-Waldo

Phone

4808372612

Tax Period

2023-01-01 to 2023-12-31

Fountain Hills & Lower Verde River Valley Museum & Historical Society, founded in 1990, is a small nonprofit in the Arts, Culture & Humanities sector that reported $123K in total revenue in fiscal year 2023. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $158K exceeded revenue, resulting in a 28% operating deficit.

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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 $57,284

Program Service Revenue $64,599

Investment Income $1,390

Other Revenue $0

TOTAL REVENUE $123,273

Expense Breakdown

Grants Paid $0

Salaries & Benefits $54,897

Fundraising Expenses $0

Program Expenses $128,971

Other Expenses $102,991

TOTAL EXPENSES $157,888

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,273	$168,014	-0.3%
Expenses	$157,888	$217,113	-0.3%
Net Income	$-34,615	$-49,099	-0.3%

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

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
Cherie Koss-Waldo	Executive Dir.	40.00	Director	$0	$0	$0
Bernadine Burnette	Member	2.00	Director	$0	$0	$0
Brent Cruskshank	Member	2.00	Director	$0	$0	$0
Barbara Hansen	Member	2.00	Director	$0	$0	$0
Bill Myhr	Member	2.00	Director	$0	$0	$0
Sharon Grzbowski	Member	2.00	Director	$0	$0	$0
Linda Kuehne	Member	2.00	Director	$0	$0	$0
Yvonne Prater	Operations Coor	2.00	Director	$0	$0	$0
Sharon Brodhun	President	2.00	Officer	$0	$0	$0
David Corlett	Vice President	2.00	Officer	$0	$0	$0
Annette Mary	Secretary	15.00	Officer	$0	$0	$0
Sandra Pattea	Treasurer	2.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$123,273	$157,888	$404,836	$-34,615
2022	$168,014	$217,113	$455,067	$-49,099
2021	$108,012	$187,409	$545,392	$-79,397
2020	$119,852	$161,866	$628,827	$-42,014
2019	$240,940	$138,644	$652,560	$102,296
2018	$120,724	$132,427	$534,677	$-11,703

Fountain Hills & Lower Verde River Valley Museum & Historical Society