POLK COUNTY HISTORICAL SOCIETY (EIN 237181141) - 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

VICTOR MORTON

Phone

5036236251

Tax Period

2024-01-01 to 2024-12-31

POLK COUNTY HISTORICAL SOCIETY, founded in 1959, is a micro nonprofit that reported $99K in total revenue in fiscal year 2024. Revenue fell 68% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $48K, a strong 48% operating margin.

Mission

THE PURPOSE OF THE POLK COUNTY HISTORICAL SOCIETY IS TO ENCOURAGE THE STUDY, KNOWLEDGE AND UNDERSTANDING OF THE HISTORY OF POLK COUNTY.

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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 $25,832

Program Service Revenue $0

Investment Income $71,260

Other Revenue $2,386

TOTAL REVENUE $99,478

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,236

Other Expenses $51,712

TOTAL EXPENSES $51,712

Year-over-Year Comparison

	2024	2023	Change
Revenue	$99,478	$312,833	-0.7%
Expenses	$51,712	$84,632	-0.4%
Net Income	$47,766	$228,201	-0.8%

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

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
TOM BRANIGAR	ACHIVIST	14.00	Director	$0	$0	$0
BETTE JO LAWSON	REGISTRAR	13.00	Director	$0	$0	$0
SUE ROBINSON	DIRECTOR	5.00	Director	$0	$0	$0
DAVID MOLLENBERNDT	PRESIDENT	17.00	Director	$0	$0	$0
VICTOR MORTON	TREASURER	5.00	Director	$0	$0	$0
JERRY MURPHY	DIRECTOR	5.00	Director	$0	$0	$0
JEAN PETERSON	DIRECTOR	4.00	Director	$0	$0	$0
LINDA FAST	DIRECTOR	3.00	Director	$0	$0	$0
JILL JOHNSON	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTY SHORT	DIRECTOR	13.00	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
2025	No data	No data	No data	No data
2024	$99,478	$51,712	$1,268,002	$47,766
2023	$312,833	$84,632	$1,220,236	$228,201
2022	$221,144	$66,578	$992,035	$154,566
2021	$114,305	$110,085	$837,619	$4,220
2020	$74,249	$72,477	$833,812	$1,772
2019	$77,172	$63,499	$816,075	$13,673
2018	$52,774	$45,396	$796,117	$7,378

POLK COUNTY HISTORICAL SOCIETY