Sherman Area Historical Society

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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

2022

Legal Domicile

Principal Officer

Sandra Robinson

Phone

2075400964

Tax Period

2025-01-01 to 2025-12-31

Sherman Area Historical Society, founded in 2022, is a small nonprofit in the Arts, Culture & Humanities sector that reported $284K in total revenue in fiscal year 2025. The organization ran a surplus of $278K, a strong 98% operating margin.

Mission

To foster an appreciation for local heritage through engaging exhibitions, education programs, and community events to unite our residents in celebrating our shared history.

Program Service Accomplishments

Program 1

Expenses: $4,208

Community events hosted

Program 2

Expenses: $1,750

Archived and preserved local historical information

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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 $280,693

Program Service Revenue $0

Investment Income $0

Other Revenue $3,285

TOTAL REVENUE $283,978

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $5,958

Other Expenses $6,285

TOTAL EXPENSES $6,285

Year-over-Year Comparison

	2025	2024	Change
Revenue	$283,978	N/A	N/A
Expenses	$6,285	N/A	N/A
Net Income	$277,693	N/A	N/A

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

N/A

Employees

N/A

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	Role	Reportable Comp	Other Comp	Total
Sandra Robinson	President	Director	$0	$0	$0
Jarice Kelley	Vice President	Director	$0	$0	$0
Renee Unterreiner	Treasurer	Director	$0	$0	$0
Lynda Ingrham	Secretary	Director	$0	$0	$0
Rose Bragdon	Director	Director	$0	$0	$0
Anna Robinson	Director	Director	$0	$0	$0
Steve Curtis	Director	Director	$0	$0	$0
Lois Eash	Director	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	$283,978	$6,285	$289,395	$277,693