EDGAR COUNTY HISTORICAL SOCIETY (EIN 237213248) - 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

1969

Legal Domicile

Principal Officer

MANDY NEAL

Phone

2172692495

Tax Period

2023-09-01 to 2024-08-31

EDGAR COUNTY HISTORICAL SOCIETY, founded in 1969, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $63K in total revenue in fiscal year 2023. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $71K exceeded revenue, resulting in a 14% operating deficit.

Mission

OPERATING OF A LOCAL AREA HISTORICAL MUSEUM FOR THE PRESERVATION OF AREA 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 (2023)

Revenue Breakdown

Contributions & Grants $53,276

Program Service Revenue $325

Investment Income $1,186

Other Revenue $7,729

TOTAL REVENUE $62,516

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,358

Other Expenses $71,198

TOTAL EXPENSES $71,198

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,516	$48,994	+0.3%
Expenses	$71,198	$67,398	+0.1%
Net Income	$-8,682	$-18,404	-0.5%

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
SHARON AITKEN	DIRECTOR	1.00	Director	$0	$0	$0
JAKE BARRETT	DIRECTOR	1.00	Director	$0	$0	$0
VICK BOWYER	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL BRISENO	DIRECTOR	1.00	Director	$0	$0	$0
MONICA BRUNELLE	DIRECTOR	1.00	Director	$0	$0	$0
BOB CURL	DIRECTOR	1.00	Director	$0	$0	$0
DALE ENGLISH	DIRECTOR	1.00	Director	$0	$0	$0
PHIL LEWIS	DIRECTOR	1.00	Director	$0	$0	$0
GREG MCHENRY	DIRECTOR	1.00	Director	$0	$0	$0
DONNIE ROWE	DIRECTOR	1.00	Director	$0	$0	$0
DEAN SAMFORD	DIRECTOR	1.00	Director	$0	$0	$0
DALE TRINE	DIRECTOR	1.00	Director	$0	$0	$0
ADA GERTRUDE VARNER	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE WILSON	DIRECTOR	1.00	Director	$0	$0	$0
DON WISEMAN	DIRECTOR	1.00	Director	$0	$0	$0
PHIL WRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
BETH LABORDE	REC. SECRETA	1.00	Officer	$0	$0	$0
MANDY NEAL	PRESIDENT	1.00	Officer	$0	$0	$0
DAN PHIPPS	TREASURER	1.00	Officer	$0	$0	$0
SUSAN SAXTON	VICE PRESIDE	1.00	Officer	$0	$0	$0
ROGER STANLEY	HISTORIAN	1.00	Officer	$0	$0	$0
ROSE STANLEY	CORR SECRETA	1.00	Officer	$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	$62,516	$71,198	$529,265	$-8,682
2023	$48,994	$67,398	$537,947	$-18,404
2022	$170,487	$36,347	$556,351	$134,140

EDGAR COUNTY HISTORICAL SOCIETY