MENARD COUNTY HISTORICAL SOCIETY (EIN 237033129) - 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

1965

Legal Domicile

Principal Officer

JEFF KOCH

Phone

2175441771

Tax Period

2023-11-01 to 2024-10-31

MENARD COUNTY HISTORICAL SOCIETY, founded in 1965, is a micro nonprofit that reported $90K in total revenue in fiscal year 2023. Revenue surged 131% from the prior year, signaling strong growth momentum. The organization ran a surplus of $59K, a strong 66% operating margin.

Mission

PRESERVATION OF MENARD CO IL HISTORICAL ARTIFACTS,DOCUMENTS,PHOTOGRAPHS & GENEALOGIES FOR BENEFIT OF PRESENT & FUTURE GENERATIONS; PRESENTATION OF PROGRAMS ON LOCAL AND CENTRAL IL HISTORIES.

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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 $7,929

Program Service Revenue $11,704

Investment Income $70,094

Other Revenue $0

TOTAL REVENUE $89,727

Expense Breakdown

Grants Paid $18,100

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $28,073

Other Expenses $12,231

TOTAL EXPENSES $30,331

Year-over-Year Comparison

	2023	2022	Change
Revenue	$89,727	$38,924	+1.3%
Expenses	$30,331	$31,642	0.0%
Net Income	$59,396	$7,282	+7.2%

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

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
JEFF KOCH	PRESIDENT	3.00	Officer Director	$0	$0	$0
TINA WILLIAMSON	VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
BEVERLY LEINBERGER	SECRETARY	3.00	Officer Director	$0	$0	$0
MARY JANE O'HARA	TREASURER	3.00	Officer Director	$0	$0	$0
WILLIAM GROSBOLL	DIRECTOR	2.00	Director	$0	$0	$0
NORM A CLAUSSEN	DIRECTOR	2.00	Director	$0	$0	$0
CINDY SINCLAIR	DIRECTOR	4.00	Director	$0	$0	$0
BRIAN HOLLENKAMP	DIRECTOR	2.00	Director	$0	$0	$0
CATHIE SMITH	DIRECTOR	2.00	Director	$0	$0	$0
REBECCA LOCK	DIRECTOR	2.00	Director	$0	$0	$0
LINDSAY WILKEN	DIRECTOR	2.00	Director	$0	$0	$0
DAVID SINCLAIR	DIRECTOR	2.00	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	$89,727	$30,331	$753,489	$59,396
2023	$38,924	$31,642	$694,093	$7,282
2022	$24,239	$27,849	$686,811	$-3,610
2021	$68,287	$25,341	$749,985	$42,946
2020	$34,825	$20,106	$707,039	$14,719
2019	$85,622	$24,143	$692,320	$61,479
2018	$191,285	$18,039	$630,841	$173,246

MENARD COUNTY HISTORICAL SOCIETY