HOLMES COUNTY HISTORICAL SOCIETY (EIN 237011715) - 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

1964

Legal Domicile

Principal Officer

MARTY GRICE

Phone

3306740022

Tax Period

2023-01-01 to 2023-12-31

HOLMES COUNTY HISTORICAL SOCIETY, founded in 1964, is a small nonprofit that reported $215K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $94K, a strong 44% operating margin.

Mission

THE HOLMES COUNTY HISTORICAL SOCIETY EXISTS TO PROMOTE HISTORICAL STUDIES AND EXPERIENCES PERTAINING TO HOLMES COUNTY THROUGH DISCOVERY, COLLECTION, PRESERVATION AND PRESENTATION.

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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 $155,441

Program Service Revenue $40,394

Investment Income $18

Other Revenue $19,470

TOTAL REVENUE $215,323

Expense Breakdown

Grants Paid $0

Salaries & Benefits $36,493

Fundraising Expenses $0

Program Expenses $84,676

Other Expenses $84,676

TOTAL EXPENSES $121,169

Year-over-Year Comparison

	2023	2022	Change
Revenue	$215,323	$190,369	+0.1%
Expenses	$121,169	$111,016	+0.1%
Net Income	$94,154	$79,353	+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

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
MARY TIPTON	PRESIDENT	N/A	Officer	$0	$0	$0
GWEN UHL	SECRETARY	N/A	Officer	$0	$0	$0
CANDI BARNHART	CURATOR	N/A	Director	$0	$0	$0
MARTY GRICE	PAST PRESIDE	N/A	Officer	$0	$0	$0
MIKE UHL	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
2024	No data	No data	No data	No data
2023	$215,323	$121,169	$1,226,858	$94,154
2022	$190,369	$111,016	$1,152,793	$79,353
2021	$184,873	$94,610	$1,096,233	$90,263
2020	$175,377	$116,338	$1,009,859	$59,039
2019	$175,632	$106,929	$956,897	$68,703
2018	$102,040	$99,384	$921,705	$2,656

HOLMES COUNTY HISTORICAL SOCIETY