SANDY HISTORICAL SOCIETY INC (EIN 936031823) - 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

1926

Legal Domicile

Principal Officer

KANDY CLARK

Phone

5036684511

Tax Period

2024-01-01 to 2024-12-31

SANDY HISTORICAL SOCIETY INC, founded in 1926, is a micro nonprofit that reported $44K in total revenue in fiscal year 2024. Expenses of $166K exceeded revenue, resulting in a 277% operating deficit.

Mission

PRESERVATION OF THE HISTORY OF THE AREA AND OPERATION OF A MUSEUM.

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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 $33,202

Program Service Revenue $0

Investment Income $16,382

Other Revenue $-5,668

TOTAL REVENUE $43,916

Expense Breakdown

Grants Paid $0

Salaries & Benefits $50,826

Fundraising Expenses $0

Program Expenses $115,680

Other Expenses $114,746

TOTAL EXPENSES $165,572

Year-over-Year Comparison

	2024	2023	Change
Revenue	$43,916	$44,261	0.0%
Expenses	$165,572	$129,054	+0.3%
Net Income	$-121,656	$-84,793	+0.4%

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
KEN FUNK	OFFICE SUPERVISOR	40.00		$28,580	$0	$28,580
HEATHER NGUON	Director	1.00	Director	$0	$0	$0
KARL MCDERMED	Vice President	1.00	Director	$0	$0	$0
JULIE EXNER	Director	1.00	Director	$0	$0	$0
DOUG CASTLE	Director	5.00	Director	$0	$0	$0
AUSTIN ERNESTI	Director	5.00	Director	$0	$0	$0
DAN BOSSERMAN	Director	1.00	Director	$0	$0	$0
KANDY CLARK	Treasurer	1.00	Director	$0	$0	$0
GARY MOORE	Director	1.00	Director	$0	$0	$0
WYNN THEIS	President	5.00	Officer	$0	$0	$0
ANN MARIE AMSTAD	Secretary	15.00	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	$43,916	$165,572	$1,674,310	$-121,656
2023	$44,261	$129,054	$1,794,587	$-84,793
2022	$42,030	$118,799	$1,879,380	$-76,769
2021	$237,171	$104,997	$2,062,483	$132,174
2021	$245,642	$117,663	$1,956,149	$127,979
2020	$-18,667	$95,699	$1,928,053	$-114,366
2020	$-99,341	$108,995	$1,828,170	$-208,336
2019	$72,526	$116,392	$2,074,648	$-43,866
2018	$63,841	$118,654	$2,113,854	$-54,813

SANDY HISTORICAL SOCIETY INC