MONTEZUMA COUNTY HISTORICAL SOCIETY (EIN 861068570) - 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

2003

Legal Domicile

Principal Officer

ELIZABETH QUINN-MACMILLAN

Phone

9705161100

Tax Period

2025-01-01 to 2025-12-31

MONTEZUMA COUNTY HISTORICAL SOCIETY, founded in 2003, is a small nonprofit in the Arts, Culture & Humanities sector that reported $106K in total revenue in fiscal year 2025. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $128K exceeded revenue, resulting in a 22% operating deficit.

Mission

PRESERVING LOCAL HISTORY AND CULTURE TO ENHANCE THE FUTURE

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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 (2025)

Revenue Breakdown

Contributions & Grants $76,282

Program Service Revenue $517

Investment Income $23,675

Other Revenue $5,180

TOTAL REVENUE $105,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $57,882

Fundraising Expenses $0

Program Expenses $88,618

Other Expenses $70,530

TOTAL EXPENSES $128,412

Year-over-Year Comparison

	2025	2024	Change
Revenue	$105,654	$97,760	+0.1%
Expenses	$128,412	$148,291	-0.1%
Net Income	$-22,758	$-50,531	-0.5%

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
BRIAN BARTLETT	PRESIDENT	001.00	Officer Director	$0	$0	$0
TOM HAYDEN	VICE PRESIDENT	001.00	Officer Director	$0	$0	$0
DOLLY GARDNER	HISTORIAN	001.00	Officer Director	$0	$0	$0
JULIE PAIGE	TRUSTEE	005.00	Officer Director	$0	$0	$0
KAREN SHEEK	TRUSTEE	001.00	Director	$0	$0	$0
TULLI KERSTETTER	SECRETARY	004.00	Director	$0	$0	$0
HELEN WEST	TRUSTEE	001.00	Director	$0	$0	$0
CLAUDIA MARTIN	TRUSTEE	001.00	Director	$0	$0	$0
SUSAN RAIN	TREASURER	001.00	Officer Director	$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	$105,654	$128,412	$522,346	$-22,758
2024	$97,760	$148,291	$525,130	$-50,531
2023	$109,968	$109,468	$551,527	$500
2022	$59,164	$83,131	$550,751	$-23,967
2021	$297,469	$51,810	$604,364	$245,659

MONTEZUMA COUNTY HISTORICAL SOCIETY