LANE COUNTY 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

1985

Legal Domicile

Principal Officer

MARIN AURAND

Phone

5416824242

Tax Period

2022-07-01 to 2023-06-30

LANE COUNTY HISTORICAL SOCIETY, founded in 1985, is a small nonprofit in the Arts, Culture & Humanities sector that reported $456K in total revenue in fiscal year 2022. Revenue fell 41% from the prior year — a significant decline worth monitoring. Net assets of $1.1M represent 30 months of operating reserves.

Mission

TO SPARK LEARNING, REFLECTION, AND INSPIRATION THROUGH DIVERSE CULTURAL PROGRAMING THAT PROMOTES HISTORICAL UNDERSTANDING, EQUITY AND EMPATHY.

Program Service Accomplishments

Program 1

Expenses: $101,799 Revenue: $4,457

COLLECTIONS: CARING FOR OUR COLLECTION WHICH INCLUDES AN ESTIMATED 10,000 ARTIFACTS, 42,000 PHOTOGRAPHS, 800 MANUSCRIPT COLLECTIONS, 6,000 BOOKS, 900 MAPS AND BLUEPRINTS, AND 30 LINEAR FEET OF...

COLLECTIONS: CARING FOR OUR COLLECTION WHICH INCLUDES AN ESTIMATED 10,000 ARTIFACTS, 42,000 PHOTOGRAPHS, 800 MANUSCRIPT COLLECTIONS, 6,000 BOOKS, 900 MAPS AND BLUEPRINTS, AND 30 LINEAR FEET OF EPHEMERA IS CENTRAL TO OUR MISSION. THERE ARE FOUR MAIN CATEGORIES OF COLLECTIONS: ARTIFACTS, ARCHIVE AND LIBRARY, BORN DIGITAL, AND EDUCATION. FUNDS INCLUDE COSTS FOR CARING FOR EXISTING COLLECTIONS AND COSTS ASSOCIATED WITH ACQUIRING NEW ITEMS.

Program 2

Expenses: $68,668

EXHIBITS: FEATURED TEMPORARY AND PERMANENT EXHIBITS RELATED TO THE HISTORY OF LANE COUNTY FOR THE LANE COUNTY HISTORY MUSEUM. DURING THIS PERIOD, WE FEATURED A LARGE EXHIBIT ON BLACK ACTIVISM IN...

EXHIBITS: FEATURED TEMPORARY AND PERMANENT EXHIBITS RELATED TO THE HISTORY OF LANE COUNTY FOR THE LANE COUNTY HISTORY MUSEUM. DURING THIS PERIOD, WE FEATURED A LARGE EXHIBIT ON BLACK ACTIVISM IN EUGENE, IN ADDITION TO OUR PERMANENT EXHIBITS. THE MUSEUM IS OPEN 3 DAYS A WEEK 10AM-6PM.

Program 3

Expenses: $148,207

PUBLIC PROGRAMS: THE MUSEUM PARTICIPATED IN INCREASED COMMUNITY OUTREACH, INCLUDING EVENTS AT EUGENE PRIDE IN THE PARK, ASIAN CELEBRATION, AND THE BLACK CULTURAL FESTIVAL. IN ADDITION, THE LANE...

PUBLIC PROGRAMS: THE MUSEUM PARTICIPATED IN INCREASED COMMUNITY OUTREACH, INCLUDING EVENTS AT EUGENE PRIDE IN THE PARK, ASIAN CELEBRATION, AND THE BLACK CULTURAL FESTIVAL. IN ADDITION, THE LANE COUNTY HISTORY MUSEUM PARTNERED WITH OTHER ORGANIZATIONS ON THE MONUMENTS PROJECT. THIS PROJECT STRIVES TO DOCUMENT PLAQUES, PLACARDS, STATUES, AND MURALS WITH PUBLIC HISTORY THEMES THROUGHOUT LANE COUNTY ON AN ONLINE DATABASE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $447,551

Program Service Revenue $3,374

Investment Income $2,842

Other Revenue $1,938

TOTAL REVENUE $455,705

Expense Breakdown

Grants Paid $18

Salaries & Benefits $328,221

Fundraising Expenses $16,696

Program Expenses $318,674

Other Expenses $148,125

TOTAL EXPENSES $476,364

Year-over-Year Comparison

	2022	2021	Change
Revenue	$455,705	$771,006	-0.4%
Expenses	$476,364	$459,306	+0.0%
Net Income	$-20,659	$311,700	-1.1%

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

$106,132

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KAREN OLSEN	MEMBER	1.00	Director	$0	$0	$0
JARED SWEZEY	PRESIDENT	5.00	Officer Director	$0	$0	$0
ALICE CHRISTIANSON	SECRETARY	1.00	Officer Director	$0	$0	$0
STEVEN KING	TREASURER	1.00	Officer Director	$0	$0	$0
JENNIFER YEH	CO-EXECUTIVE DIRECTOR	40.00	Officer	$50,558	$1,481	$52,039
ALLISON FISCHER-OLSON	CO-EXECUTIVE DIRECTOR	40.00	Officer	$52,552	$1,541	$54,093

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$455,705	$476,364	$1,142,844	$-20,659
2022	$771,006	$459,306	$1,164,244	$311,700
2021	$322,609	$328,699	$958,378	$-6,090
2020	$415,963	$435,696	$923,009	$-19,733
2019	$433,474	$426,616	$871,261	$6,858
2018	$408,214	$448,048	$860,992	$-39,834