Marshall County Historical Society Inc (EIN 237098815) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1950

Legal Domicile

Principal Officer

J Michael Miley

Tax Period

2023-01-01 to 2023-12-31

Marshall County Historical Society Inc, founded in 1950, is a small nonprofit that reported $132K in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $161K exceeded revenue, resulting in a 22% operating deficit.

Mission

Manage the Marshall County Historical Museum

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $115,425

Program Service Revenue $3,186

Investment Income $65

Other Revenue $12,976

TOTAL REVENUE $131,652

Expense Breakdown

Grants Paid $0

Salaries & Benefits $76,200

Fundraising Expenses $3,069

Program Expenses $141,278

Other Expenses $84,820

TOTAL EXPENSES $161,020

Year-over-Year Comparison

	2023	2022	Change
Revenue	$131,652	$240,062	-0.5%
Expenses	$161,020	$195,652	-0.2%
Net Income	$-29,368	$44,410	-1.7%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
J Michael Miley	President	2.00	Officer	$0	$0	$0
Cliff Berger	Vice President	1.00	Officer	$0	$0	$0
Susie Reinholt	Secretary	2.00	Officer	$0	$0	$0
Don Balka	Treasurer	1.00	Officer	$0	$0	$0
Sandra Garrison	Executive Director	40.00	Key Emp	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$131,652	$161,020	$92,196	$-29,368
2022	$240,062	$195,652	$1,291,337	$44,410
2021	$189,228	$199,597	$1,422,769	$-10,369
2020	$224,265	$222,873	$1,527,276	$1,392
2019	$211,754	$228,256	$1,525,138	$-16,502
2018	$215,477	$239,325	$1,540,844	$-23,848

Marshall County Historical Society Inc