THE PERRY HISTORIANS (EIN 232006313) - 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

1976

Legal Domicile

Principal Officer

JERRY CLOUSE

Phone

7175673792

Tax Period

2023-01-01 to 2023-12-31

THE PERRY HISTORIANS, founded in 1976, is a small nonprofit in the Arts, Culture & Humanities sector that reported $108K in total revenue in fiscal year 2023. Revenue surged 105% from the prior year, signaling strong growth momentum. The organization ran a surplus of $45K, a strong 42% operating margin.

Mission

GENEALOGY LIBRARY IS MAINTAINED FOR PUBLIC USE AND IS FULLY STOCKED WITH REFERENCE BOOKS, MICROFILM, ETC. TRAINING SEMINARS AND EDUCATIONAL BUS TOURS ARE CONDUCTED. THE LIBRARY IS OPEN TO MEMBERS AND THE PUBLIC THREE DAYS A WEEK.

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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 $76,997

Program Service Revenue $7,803

Investment Income $10,003

Other Revenue $13,581

TOTAL REVENUE $108,384

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,764

Other Expenses $63,363

TOTAL EXPENSES $63,363

Year-over-Year Comparison

	2023	2022	Change
Revenue	$108,384	$52,962	+1.0%
Expenses	$63,363	$101,179	-0.4%
Net Income	$45,021	$-48,217	-1.9%

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

N/A

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
DANIEL BARKLEY	1ST VICE PRE	N/A	Director	$0	$0	$0
JERRY CLOUSE	PRESIDENT	N/A	Officer Director	$0	$0	$0
DENNIS HOCKER	2ND VICE PRE	N/A	Director	$0	$0	$0
GREGG E JACOBS	SECRETARY	N/A	Director	$0	$0	$0
BRAD LOWE	DIRECTOR	N/A	Director	$0	$0	$0
JILL MARTIN	DIRECTOR	N/A	Director	$0	$0	$0
STEVEN METZGER	FINANCIAL SE	N/A	Director	$0	$0	$0
ARLENE WARNER	DIRECTOR	N/A	Director	$0	$0	$0
DONNA ZINN	TREASURER	N/A	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	$108,384	$63,363	$840,830	$45,021
2022	$52,962	$101,179	$709,405	$-48,217
2021	$140,526	$58,861	$744,482	$81,665
2020	$69,745	$52,823	$649,677	$16,922
2019	$47,104	$65,446	$632,755	$-18,342
2018	$101,738	$80,330	$651,097	$21,408

THE PERRY HISTORIANS