ILWACO HERITAGE FOUNDATION COLUMBIA PACIFIC HERITAGE MUSEUM (EIN 911217397) - 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

1983

Legal Domicile

Principal Officer

Bill Garvin

Phone

3606423446

Tax Period

2024-01-01 to 2024-12-31

ILWACO HERITAGE FOUNDATION COLUMBIA PACIFIC HERITAGE MUSEUM, founded in 1983, is a small nonprofit in the Arts, Culture & Humanities sector that reported $212K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Net assets of $1.5M represent 86 months of operating reserves.

Mission

The collection, preservation, interpretation and display of artifacts native to the area for the benefit and enrichment of the local residents and visitors to the area. Yearly visitation is approximately ten thousand.

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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 (2024)

Revenue Breakdown

Contributions & Grants $170,985

Program Service Revenue $3,978

Investment Income $17,864

Other Revenue $18,829

TOTAL REVENUE $211,656

Expense Breakdown

Grants Paid $0

Salaries & Benefits $118,733

Fundraising Expenses $0

Program Expenses $143,350

Other Expenses $98,860

TOTAL EXPENSES $217,593

Year-over-Year Comparison

	2024	2023	Change
Revenue	$211,656	$161,635	+0.3%
Expenses	$217,593	$224,899	0.0%
Net Income	$-5,937	$-63,264	-0.9%

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
Madeline Matson	Executive Director	20.00		$43,655	$0	$43,655
Stacy Pierro	Collection Assistant	20.00		$19,461	$0	$19,461
Brianna Lichnovsky	Collections	18.00		$17,305	$0	$17,305
Ellen Wallace	Office Manager	14.00		$14,108	$0	$14,108
Gary Bahrt	Membership & PR	11.00		$10,379	$0	$10,379
Carly Busch	Membership & PR	3.00		$2,680	$0	$2,680
Anne Smyrl	Membership & PR	1.00		$1,401	$0	$1,401
Mark Clemmens	Director	2.00	Director	$0	$0	$0
Dwayne Booth	Director	2.00	Director	$0	$0	$0
Chris Jensen	Director	2.00	Director	$0	$0	$0
Cheri Grocott	Director	2.00	Director	$0	$0	$0
Carol Shepherd	Director	2.00	Director	$0	$0	$0
Kelly Jacobsen	Director	2.00	Director	$0	$0	$0
Zach Jewell	Stdnt Director	2.00	Director	$0	$0	$0
Tom Williams	Director	2.00	Director	$0	$0	$0
Kelli Hughes-Ham	Director	2.00	Director	$0	$0	$0
Lona Niemi	Director	2.00	Director	$0	$0	$0
Bill Garvin	President	4.00	Officer	$0	$0	$0
Karla Nelson	Secretary	4.00	Officer	$0	$0	$0
Madeline Matson	Executive Dir.	4.00	Officer	$0	$0	$0
Kacia Lessnau	Treasurer	4.00	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
2024	$211,656	$217,593	$1,518,755	$-5,937
2023	$161,635	$224,899	$1,528,672	$-63,264
2022	$228,211	$218,528	$1,588,706	$9,683
2021	$231,333	$205,697	$1,578,029	$25,636
2020	$309,909	$188,515	$1,606,224	$121,394
2019	$161,548	$215,424	$1,433,835	$-53,876
2018	$204,256	$205,828	$1,487,908	$-1,572

ILWACO HERITAGE FOUNDATION COLUMBIA PACIFIC HERITAGE MUSEUM