MONETT HISTORICAL SOCIETY

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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

1997

Legal Domicile

Principal Officer

GEORGEANNA WORMINGTON

Tax Period

2019-01-01 to 2019-12-31

MONETT HISTORICAL SOCIETY, founded in 1997, is a small nonprofit in the Arts, Culture & Humanities sector that reported $179K in total revenue in fiscal year 2019. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $51K, a strong 28% operating margin.

Mission

CAPTURING AND PRESERVING ARTIFACTS AND STORIES REGARDING THE CITY OF MONETT AND SURROUNDING AREA AND EDUCATING THE GENERAL PUBLIC REGARDING THE HISTORY OF SAME

Program Service Accomplishments

Program 1

CAPTURING AND PRESERVING ARTIFACTS AND STORIES REGARDING THE CITY OF MONETT AND SURROUNDING AREA AND EDUCATING THE GENERAL PUBLIC REGARDING THE HISTORY OF SAME

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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 (2019)

Revenue Breakdown

Contributions & Grants $165,323

Program Service Revenue $11,972

Investment Income $0

Other Revenue $1,429

TOTAL REVENUE $178,724

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $127,959

Other Expenses $127,959

TOTAL EXPENSES $127,959

Year-over-Year Comparison

	2019	2018	Change
Revenue	$178,724	$236,646	-0.2%
Expenses	$127,959	$138,299	-0.1%
Net Income	$50,765	$98,347	-0.5%

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
DONNA BECKETT	DIRECTOR	N/A	Director	$0	$0	$0
DANNY CONNER	DIRECTOR	N/A	Director	$0	$0	$0
BETH GANN	DIRECTOR	N/A	Director	$0	$0	$0
THAD HOOD	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL LATSHAW	DIRECTOR	N/A	Director	$0	$0	$0
JIM RANDALL	DIRECTOR	N/A	Director	$0	$0	$0
PETE RAUCH	DIRECTOR	N/A	Director	$0	$0	$0
JAN ROWELL	DIRECTOR	N/A	Director	$0	$0	$0
CHRISTA STOUT	DIRECTOR	N/A	Director	$0	$0	$0
JEANNE ANN CAMP	PRESIDENT	N/A	Officer	$0	$0	$0
GALE HUFFMASTER	VICE - PRESI	N/A	Officer	$0	$0	$0
SUZETTE HUNTRESS	SECRETARY	N/A	Officer	$0	$0	$0
STEVE WISE	TREASURER	N/A	Officer	$0	$0	$0
GEORGEANNA WORMINGTON	TREASURER	N/A	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
2019	$178,724	$127,959	$355,717	$50,765
2018	$236,646	$138,299	$304,952	$98,347