COFFEY COUNTY HISTORICAL SOCIETY (EIN 237069891) - 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

1967

Legal Domicile

Principal Officer

IDA WILSON

Phone

6203642653

Tax Period

2025-01-01 to 2025-12-31

COFFEY COUNTY HISTORICAL SOCIETY, founded in 1967, is a small nonprofit in the Arts, Culture & Humanities sector that reported $379K in total revenue in fiscal year 2025. Net assets of $1.2M represent 39 months of operating reserves.

Mission

COLLECTION & PRESERVATION OF HISTORY.

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,758

Program Service Revenue $367,225

Investment Income $8,916

Other Revenue $39

TOTAL REVENUE $378,938

Expense Breakdown

Grants Paid $0

Salaries & Benefits $166,781

Fundraising Expenses $16,678

Program Expenses $230,602

Other Expenses $207,228

TOTAL EXPENSES $374,009

Year-over-Year Comparison

	2025	2024	Change
Revenue	$378,938	$357,722	+0.1%
Expenses	$374,009	$370,745	+0.0%
Net Income	$4,929	$-13,023	-1.4%

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

239

Independent Members

239

Employees

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
CHARLENE DANFORD	DIRECTOR	N/A	Director	$0	$0	$0
CONNIE KUNKEL	DIRECTOR	N/A	Director	$0	$0	$0
JERI PAGE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ROGER THOMAS	DIRECTOR	N/A	Director	$0	$0	$0
CINDY WILLIAMS	SECRETARY	N/A	Officer Director	$0	$0	$0
DAN WILLIAMSON	PRESIDENT	N/A	Officer Director	$0	$0	$0
IDA WILSON	TREASURER	N/A	Officer 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
2025	$378,938	$374,009	$1,233,290	$4,929
2024	$357,722	$370,745	$1,228,275	$-13,023
2023	$340,968	$324,635	$1,239,939	$16,333
2022	$350,263	$310,955	$2,612,012	$39,308
2021	$348,724	$284,586	$2,572,639	$64,138
2020	$344,449	$269,938	$2,508,503	$74,511
2019	$326,983	$267,825	$2,433,677	$59,158
2018	$306,566	$277,234	$2,374,097	$29,332

COFFEY COUNTY HISTORICAL SOCIETY