WYOMING HISTORICAL SOCIETY GROUP RETURN (EIN 900051171) - 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

1966

Legal Domicile

Principal Officer

ALEXANDRA PHILP

Phone

3073223014

Tax Period

2023-10-01 to 2024-09-30

WYOMING HISTORICAL SOCIETY GROUP RETURN, founded in 1966, is a small nonprofit that reported $216K in total revenue in fiscal year 2023. The organization ran a surplus of $48K, a strong 22% operating margin.

Mission

TO INSURE THAT WYOMING'S PAST REMAINS ACCESSIBLE TO PRESENT AND FUTURE GENERATIONS.

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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 $135,000

Program Service Revenue $0

Investment Income $21,237

Other Revenue $59,904

TOTAL REVENUE $216,141

Expense Breakdown

Grants Paid $56,632

Salaries & Benefits $37,688

Fundraising Expenses $3,757

Program Expenses $160,487

Other Expenses $73,681

TOTAL EXPENSES $168,001

Year-over-Year Comparison

	2023	2022	Change
Revenue	$216,141	$200,542	+0.1%
Expenses	$168,001	$160,776	+0.0%
Net Income	$48,140	$39,766	+0.2%

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

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
JESSICA FLOCK	PRESIDENT	4.00	Officer Director	$0	$0	$0
LUCAS KEELER	1ST VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
NANCY TABB	SECRETARY	4.00	Officer Director	$0	$0	$0
HEIDI MCCULLOUGH	TREASURER	4.00	Officer Director	$0	$0	$0
DEAN KING	REP	4.00	Director	$0	$0	$0
BUD ALLEY	REP	4.00	Director	$0	$0	$0
BEKI SPEAS	2ND VICE PRESIDENT	4.00	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
2024	$216,141	$168,001	$903,126	$48,140
2023	$200,542	$160,776	$780,980	$39,766
2022	$193,622	$125,791	$707,057	$67,831
2021	$165,165	$120,172	$704,913	$44,993
2020	$85,394	$85,422	$327,657	$-28

WYOMING HISTORICAL SOCIETY GROUP RETURN