Lake Tahoe Historical Society (EIN 941688020) - 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

1968

Legal Domicile

Principal Officer

Paula Peterson

Phone

5305415458

Tax Period

2023-01-01 to 2023-12-31

Lake Tahoe Historical Society, founded in 1968, is a micro nonprofit that reported $43K in total revenue in fiscal year 2023. Revenue surged 152% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14K, a strong 33% operating margin.

Mission

The Lake Tahoe Historical Society was founded in 1968 to preserve the artifacts, archives, and present the history of the Lake Tahoe basin. Its main presence is through Museum, 1930's style log cabin and Osgood Toll House.

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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 $34,286

Program Service Revenue $0

Investment Income $5,400

Other Revenue $3,605

TOTAL REVENUE $43,291

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,856

Other Expenses $28,871

TOTAL EXPENSES $28,871

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,291	$17,190	+1.5%
Expenses	$28,871	$52,652	-0.5%
Net Income	$14,420	$-35,462	-1.4%

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

N/A

Employees

N/A

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
Paula Peterson	President	5.00	Officer Director	$0	$0	$0
Phillip Sublett	Vice President	5.00	Officer Director	$0	$0	$0
Diane L Johnson	Treasurer/Sec	5.00	Officer Director	$0	$0	$0
David Borges	Member-at-Large	2.00	Director	$0	$0	$0
Dave Wakeman	Member-at-Large	2.00	Director	$0	$0	$0
Bob Harms	Member-at-Large	2.00	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	No data	No data	No data	No data
2023	$43,291	$28,871	$851,176	$14,420
2022	$17,190	$52,652	$837,289	$-35,462
2021	$885,034	$97,002	$835,325	$788,032

Lake Tahoe Historical Society