PUYALLUP HISTORICAL SOCIETY (EIN 910861399) - 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

1973

Legal Domicile

Principal Officer

MICHELLE L SCHLUMPF

Tax Period

2023-01-01 to 2023-12-31

PUYALLUP HISTORICAL SOCIETY, founded in 1973, is a small nonprofit that reported $162K in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. Expenses of $204K exceeded revenue, resulting in a 26% operating deficit.

Mission

TO RESTORE, PRESERVE & PROMOTE THE HISTORY OF PUYALLUP VALLEY & OREGON TRAIL TO OPERATE A FACILITY FOR RESEARCH PRESERVATION PROVIDING PUBLIC A EDUCATION

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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 $106,649

Program Service Revenue $48,824

Investment Income $2,359

Other Revenue $3,779

TOTAL REVENUE $161,611

Expense Breakdown

Grants Paid $0

Salaries & Benefits $81,545

Fundraising Expenses $0

Program Expenses $194,725

Other Expenses $122,272

TOTAL EXPENSES $203,817

Year-over-Year Comparison

	2023	2022	Change
Revenue	$161,611	$107,729	+0.5%
Expenses	$203,817	$311,114	-0.3%
Net Income	$-42,206	$-203,385	-0.8%

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
JEFF ALLEN	MEMBER	1.00	Director	$0	$0	$0
AMY ADAMS	MEMBER	1.00	Director	$0	$0	$0
WESLEY PERKINSON	MEMBER	2.00	Director	$0	$0	$0
JENNY CANTER	MEMBER	1.00	Director	$0	$0	$0
LINDA LANG	MEMBER	1.00	Director	$0	$0	$0
BELINDA MOSES	MEMBER	1.00	Director	$0	$0	$0
BARBARA EGAN	VICE-PRESIDENT	3.00	Officer Director	$0	$0	$0
MICHELLE L SCHLUMPF	PRESIDENT	40.00	Officer Director	$0	$0	$0
HELEN DRASHER	TREASURER	2.00	Officer Director	$0	$0	$0
BETH BESTROM	SECRETARY	2.00	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
2023	$161,611	$203,817	$2,282,172	$-42,206
2022	$107,729	$311,114	$2,347,538	$-203,385
2021	$99,808	$171,467	$2,504,184	$-71,659
2020	$91,778	$117,473	$2,575,422	$-25,695
2019	$155,336	$135,748	$2,600,855	$19,588
2018	$169,374	$143,519	$2,581,449	$25,855

PUYALLUP HISTORICAL SOCIETY