LEWIS COUNTY HISTORICAL SOCIETY (EIN 916072021) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Phone

3607480831

Tax Period

2024-01-01 to 2024-12-31

LEWIS COUNTY HISTORICAL SOCIETY, founded in 1966, is a small nonprofit in the Arts, Culture & Humanities sector that reported $159K in total revenue in fiscal year 2024. Net assets of $462K represent 35 months of operating reserves.

Mission

COLLECTING, CATALOGING, PRESERVING AND DISPLAYING HISTORICAL ARTIFACTS FOR LEWIS COUNTY, WA. PROMOTE SPECIAL COMMUNITY EVENTS WITH APPROPRIATE DISPLAYS FOR HOLIDAYS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $26,828

Program Service Revenue $130,785

Investment Income $18

Other Revenue $931

TOTAL REVENUE $158,562

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,641

Fundraising Expenses $0

Program Expenses $153,898

Other Expenses $80,257

TOTAL EXPENSES $153,898

Year-over-Year Comparison

	2024	2023	Change
Revenue	$158,562	$159,162	0.0%
Expenses	$153,898	$146,807	+0.0%
Net Income	$4,664	$12,355	-0.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
DOUGLAS PETERSON	MEMBER AT LARGE	1.00	Director	$0	$0	$0
VAN WEDAM	MEMBER AT LARGE	1.00	Director	$0	$0	$0
SARA LIGHT-WALLER	MEMBER AT LARGE	1.00	Director	$0	$0	$0
BILL TEITZEL	LEWIS COUNTY REPRESENTATIVE	1.00	Director	$0	$0	$0
TED LIVERMORE	MODEL RR CLUB REPRESENTATIVE	1.00	Director	$0	$0	$0
KATE MCDOUGALL	CITY OF CHEHALIS REPRESENTATIVE	1.00	Director	$0	$0	$0
CHRIS BREWER	CITY OF CENTRLAIA REPRESENTATIVE	1.00	Director	$0	$0	$0
PETER LAHMANN	PRESIDENT	1.00	Officer Director	$0	$0	$0
STEVE GARRETT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LIZ ANGELERI	SECRETARY	1.00	Officer Director	$0	$0	$0
TONY KETCHUM	TREASURER	1.00	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	$158,562	$153,898	$464,028	$4,664
2023	$159,162	$146,807	$459,159	$12,355
2022	$163,798	$130,228	$446,954	$33,570
2021	$109,969	$85,876	$468,314	$24,093
2020	$103,004	$95,356	$403,415	$7,648
2019	$137,568	$108,274	$345,024	$29,294
2018	$97,684	$100,087	$274,089	$-2,403

LEWIS COUNTY HISTORICAL SOCIETY