LACEY HISTORICAL SOCIETY (EIN 943048716) - 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

1980

Legal Domicile

Principal Officer

MARGARET WEAVER

Phone

3604919024

Tax Period

2020-01-01 to 2020-12-31

LACEY HISTORICAL SOCIETY, founded in 1980, is a micro nonprofit that reported $7K in total revenue in fiscal year 2020. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $4K, a strong 59% operating margin.

Mission

TO EXPLORE, PRESERVE AND PROMOTE THE HISTORY OF THE CITY OF LACEY.

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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 (2020)

Revenue Breakdown

Contributions & Grants $1,760

Program Service Revenue $0

Investment Income $5,092

Other Revenue $0

TOTAL REVENUE $6,852

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,375

Other Expenses $2,785

TOTAL EXPENSES $2,785

Year-over-Year Comparison

	2020	2019	Change
Revenue	$6,852	$5,940	+0.2%
Expenses	$2,785	$6,354	-0.6%
Net Income	$4,067	$-414	-10.8%

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

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
SHIRLEY DZIEDZIC	TRUSTEE	1.00	Director	$0	$0	$0
DIANE PORTER	TRUSTEE	1.00	Director	$0	$0	$0
AMBER RANEY	TRUSTEE	1.00	Director	$0	$0	$0
MARGARET C WEAVER	PRESIDENT	1.00	Officer	$0	$0	$0
ROBERT H KRIER	VICE PRESIDENT	1.00	Officer	$0	$0	$0
SUSAN HARTMAN	SECRETARY	1.00	Officer	$0	$0	$0
SUSAN GOFF	TREASURER	1.00	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
2020	$6,852	$2,785	$286,695	$4,067
2019	$5,940	$6,354	$282,628	$-414
2018	$206,504	$6,213	$283,042	$200,291

LACEY HISTORICAL SOCIETY