YAMHILL COUNTY HISTORICAL SOCIETY (EIN 237090047) - 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

1971

Legal Domicile

Principal Officer

PAMELA SUE WATTS

Phone

5035508058

Tax Period

2024-01-01 to 2024-12-31

YAMHILL COUNTY HISTORICAL SOCIETY, founded in 1971, is a small nonprofit that reported $750K in total revenue in fiscal year 2024. Revenue surged 86% from the prior year, signaling strong growth momentum. The organization ran a surplus of $272K, a strong 36% operating margin.

Mission

Mission Statement: Yamhill County Historical Society (YCHS) is a not-for-profit educational and public service organization engaged to protect, preserve and share the history and heritage of Yamhill County, Oregon

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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 $379,319

Program Service Revenue $50,861

Investment Income $319,064

Other Revenue $368

TOTAL REVENUE $749,612

Expense Breakdown

Grants Paid $0

Salaries & Benefits $196,637

Fundraising Expenses $0

Program Expenses $317,694

Other Expenses $280,664

TOTAL EXPENSES $477,301

Year-over-Year Comparison

	2024	2023	Change
Revenue	$749,612	$403,913	+0.9%
Expenses	$477,301	$387,475	+0.2%
Net Income	$272,311	$16,438	+15.6%

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

200

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
HEATHER FARQUHAR	EXEC DIRECTOR/CEO	40.00		$85,342	$0	$85,342
KORY KNUTZ	Director	2.00	Director	$0	$0	$0
DAVE RUCKER	President	6.00	Officer Director	$0	$0	$0
DONN CALLAHAM	Director	2.00	Director	$0	$0	$0
KAREN CHRISTIANSEN	Secretary	4.00	Officer Director	$0	$0	$0
KAREN SWANK	Director	2.00	Director	$0	$0	$0
CYNTHIA CHRISTENSEN	Director	2.00	Director	$0	$0	$0
NATASHA DILLON	Director	2.00	Director	$0	$0	$0
CHARLES HILLESTAD	Director	2.00	Director	$0	$0	$0
PAMELA SUE WATTS	Treasurer	10.00	Officer Director	$0	$0	$0
JIM SUMERLIN	Vice President	2.00	Officer Director	$0	$0	$0
JACK MAXWELL	Director	2.00	Director	$0	$0	$0
PETER DRUCKENMILLER	Director	2.00	Director	$0	$0	$0
ERIKA SCHLOTFELDT	Director	2.00	Director	$0	$0	$0
ALEX BOTTEN	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	$749,612	$477,301	$11,611,131	$272,311
2023	$403,913	$387,475	$11,064,620	$16,438
2022	$6,640,370	$334,548	$10,731,078	$6,305,822
2021	$1,052,527	$229,154	$4,398,099	$823,373
2020	$161,478	$237,972	$3,574,910	$-76,494
2019	$172,831	$337,956	$3,650,645	$-165,125
2018	$290,981	$273,931	$3,817,655	$17,050

YAMHILL COUNTY HISTORICAL SOCIETY