Umatilla County Historical Society (EIN 936094816) - 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

1974

Legal Domicile

Phone

5412760012

Tax Period

2024-01-01 to 2024-12-31

Umatilla County Historical Society, founded in 1974, is a small nonprofit in the Arts, Culture & Humanities sector that reported $263K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Expenses of $416K exceeded revenue, resulting in a 58% operating deficit.

Mission

The Umatilla County Historical Society collects, preserves, interprets and presents objects and stories unique to the region.

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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 $197,411

Program Service Revenue $11,974

Investment Income $44,437

Other Revenue $9,350

TOTAL REVENUE $263,172

Expense Breakdown

Grants Paid $0

Salaries & Benefits $174,269

Fundraising Expenses $116,318

Program Expenses $218,231

Other Expenses $241,381

TOTAL EXPENSES $415,650

Year-over-Year Comparison

	2024	2023	Change
Revenue	$263,172	$215,854	+0.2%
Expenses	$415,650	$402,615	+0.0%
Net Income	$-152,478	$-186,761	-0.2%

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

200

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

$37,867

Total Directors

$37,867

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Shannon Gruenhagen	Executive Direc	40.00	Officer Director	$37,867	$0	$37,867
Gail Nelson	Vice President	1.00	Director	$0	$0	$0
Tony Flagg	Director	0.00	Director	$0	$0	$0
Kathy Spratling	Director	1.00	Director	$0	$0	$0
Sandy Winger	Director	1.00	Director	$0	$0	$0
Shelly Atkinson	Director	25.00	Director	$0	$0	$0
Haley Flemmer	Secretary	1.00	Officer Director	$0	$0	$0
Ken Lilienthal	Director	0.00	Director	$0	$0	$0
John Olsen	President	20.00	Officer Director	$0	$0	$0
Tara Seoum	Director	2.00	Director	$0	$0	$0
Tami Johlke	Director	0.00	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	$263,172	$415,650	$2,531,547	$-152,478
2023	$215,854	$402,615	$2,649,283	$-186,761
2022	$265,841	$401,671	$2,775,614	$-135,830
2021	$303,526	$394,278	$3,017,095	$-90,752
2020	$293,339	$323,083	$2,999,663	$-29,744
2019	$426,354	$367,429	$2,969,943	$58,925
2018	$452,818	$340,754	$2,787,858	$112,064

Umatilla County Historical Society