SWISS COMMUNITY HISTORICAL SOCIETY (EIN 237022493) - 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

1959

Legal Domicile

Principal Officer

GARY WETHERILL

Phone

4193020369

Tax Period

2024-06-01 to 2025-05-31

SWISS COMMUNITY HISTORICAL SOCIETY, founded in 1959, is a small nonprofit that reported $379K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. The organization ran a surplus of $361K, a strong 95% operating margin.

Mission

THE SWISS COMMUNITY HISTORICAL SOCEIRY WAS FOUNDED OVER FIFTY YEARS AGO TO HONOR AN DPRESERVE THE HERITAGE OF THE BLUFFTON-PANDORA COMMUNITY. IT DOES THIS BY COLLECTING AND PRESERVING PAPERS, BOOKS, ARTIFACTS, ADN RECORDS OF HISTORICAL INTEREST, AND BY ACQUIRING PROPERTY ESPECIALLY IMPORTANT TO THIS HERITAGE.

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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 (2024)

Revenue Breakdown

Contributions & Grants $367,165

Program Service Revenue $11,814

Investment Income $0

Other Revenue $0

TOTAL REVENUE $378,979

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $15,751

Other Expenses $18,098

TOTAL EXPENSES $18,098

Year-over-Year Comparison

	2024	2023	Change
Revenue	$378,979	$409,339	-0.1%
Expenses	$18,098	$22,778	-0.2%
Net Income	$360,881	$386,561	-0.1%

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
BECKI AHMED	BOARD MEMBER	2.00	Director	$0	$0	$0
JASON ALTHAUS	BOARD MEMBER	2.00	Director	$0	$0	$0
JEFF ALTHAUS	BOARD MEMBER	2.00	Director	$0	$0	$0
SETH BIXEL	BOARD MEMBER	2.00	Director	$0	$0	$0
DAN DILLER	BOARD MEMBER	2.00	Director	$0	$0	$0
DAVID SELHORST	BOARD MEMBER	2.00	Director	$0	$0	$0
PAT SHEIDLER	BOARD MEMBER	2.00	Director	$0	$0	$0
JULIE STRATTON	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSIE GRATZ	VICE PRESIDE	2.00	Officer	$0	$0	$0
TODD RAINEY	SECRETARY	12.00	Officer	$0	$0	$0
GARY WETHERILL	PRESIDENT	12.00	Officer	$0	$0	$0
ED YEAGER	TREASURER	12.00	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
2025	$378,979	$18,098	$1,734,940	$360,881
2024	$409,339	$22,778	$1,364,702	$386,561

SWISS COMMUNITY HISTORICAL SOCIETY