Clackamas County Historical Society (EIN 936024919) - 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

1953

Legal Domicile

Phone

5036555574

Tax Period

2023-07-01 to 2024-06-30

Clackamas County Historical Society, founded in 1953, is a small nonprofit in the Arts, Culture & Humanities sector that reported $579K in total revenue in fiscal year 2023. Revenue surged 82% from the prior year, signaling strong growth momentum. The organization ran a surplus of $156K, a strong 27% operating margin.

Mission

TO ENRICH THE LIVES OF CURRENT AND FUTURE GENERATIONS THROUGH COLLECTING, PRESERVING, AND INTERPRETING THE HISTORY AND CULTURE OF CLACKAMAS COUNTY. THE MUSEUMS ARE OPEN TO THE PUBLIC AND STRIVE TO EDUCATE AND PRESERVE THE LEGACY OF CLACKAMAS COUNTY, OREGON.

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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 $479,956

Program Service Revenue $31,647

Investment Income $10,956

Other Revenue $56,562

TOTAL REVENUE $579,121

Expense Breakdown

Grants Paid $0

Salaries & Benefits $183,104

Fundraising Expenses $0

Program Expenses $227,840

Other Expenses $239,566

TOTAL EXPENSES $422,670

Year-over-Year Comparison

	2023	2022	Change
Revenue	$579,121	$318,148	+0.8%
Expenses	$422,670	$322,530	+0.3%
Net Income	$156,451	$-4,382	-36.7%

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
WADE BYERS	Director	1.00	Director	$0	$0	$0
BRUCE HANSON	Director	2.00	Director	$0	$0	$0
JEFF JONES	Director	1.00	Director	$0	$0	$0
CHRIS OWENS	Director	10.00	Officer Director	$0	$0	$0
STEVEN BENNETT	Director	10.00	Officer Director	$0	$0	$0
DARLENE JUDKINS	Director	1.00	Director	$0	$0	$0
JOHN SALISBURY	Secretary	1.00	Officer Director	$0	$0	$0
RANDY SCOTT	Director	1.00	Director	$0	$0	$0
ROSE KUTCH	Treasurer	5.00	Director	$0	$0	$0
CHERIE KENNEMER	Director	1.00	Director	$0	$0	$0
BILL TAYLOR	Director	1.00	Director	$0	$0	$0
ED LINDQUIST	Director	1.00	Director	$0	$0	$0
LYNDA MYERS	Vice President	15.00	Officer Director	$0	$0	$0
SARA NIGBOR	Director	1.00	Director	$0	$0	$0
CINDI JESKEY	President	0.00	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
2025	No data	No data	No data	No data
2024	$579,121	$422,670	$1,142,091	$156,451
2023	$318,148	$322,530	$985,028	$-4,382
2022	$264,633	$258,947	$964,063	$5,686
2021	$115,256	$160,344	$1,110,135	$-45,088
2020	$140,795	$238,230	$1,002,698	$-97,435
2019	$120,453	$211,489	$1,122,194	$-91,036
2018	$110,551	$183,379	$1,194,089	$-72,828

Clackamas County Historical Society