SHELBY COUNTY HISTORICAL SOCIETY IN

EIN: 237217499 501(c)(3) Arts, Culture & Humanities

SHELBINA, MO

Total Revenue
$8,009
Total Expenses
$51,505
Total Assets
$3,765,467
Net Assets
$3,765,467
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Principal Officer
CAROL HUBBARD
Phone
6606516185
Tax Period
2023-01-01 to 2023-12-31

SHELBY COUNTY HISTORICAL SOCIETY IN is a micro nonprofit in the Arts, Culture & Humanities sector that reported $8K in total revenue in fiscal year 2023. Revenue fell 100% from the prior year — a significant decline worth monitoring. Expenses of $52K exceeded revenue, resulting in a 543% operating deficit.

Mission

THE PURPOSE OF THE SOCIETY SHALL BE TO BRING TOGETHER ALL CITIZENS OF THE COUNTY INTERESTED IN THE HISTORY, LEGENDS AND LANDMARKS OF SHELBY COUNTY, MO TO DISCOVER AND TO COLLECT MATERIAL TO ESTABLISH OR ILLUSTRATE THE EXPLORATION, SETTLEMENT, DEVELOPMENT AND PROGRESS OF THE COUNTY; TO COLLECT MATERIAL SUCH AS HISTORIES, GENEALOGIES, BIOGRAPHIES, DESCRIPTIONS, DIRECTORIES, NEWSPAPERS, PAMPHLETS, CATALOGS, PROGRAMS, POSTERS, MANUSCRIPTS, CHARTS, SURVEYS, LETTERS, DIARIES, JOURNALS, PICTURES, PHOTOGRAPHS, SCENES AND RELICS, ILLUSTRATIVE OF LIFE, CONDITIONS, EVENTS AND ACTIVITIES OF THE PAST AND PRESENT. THE SOCIETY WILL PROVIDE FOR THE PRESERVATION OF SUCH MATERIAL IN A SHELBY COUNTY MUSEUM, AND WILL UNDERTAKE THE PRESERVATION OF HISTORIC BUILDINGS, MONUMENTS AND MARKERS. THE SOCIETY WILL DISSEMINATE HISTORICAL INFORMTION AND AROUSE INTERST IN THE PAST BY USING THE MEDIA OF NEWSPAPERS, RADIO AND TELEVISION TO AWAKEN PUBLIC INTEREST. THE SOCIETY WILL COOPERATE WITH THE MISSOURI STATE HISTO

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,245
Program Service Revenue $0
Investment Income $2,764
Other Revenue $0
TOTAL REVENUE $8,009

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $44,291
Other Expenses $51,505
TOTAL EXPENSES $51,505

Year-over-Year Comparison

2023 2022 Change
Revenue $8,009 $3,423,141 -1.0%
Expenses $51,505 $23,487 +1.2%
Net Income $-43,496 $3,399,654 -1.0%
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

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Liquidity & Cash Position

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
20

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
6
$0
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAROL HUBBARD TREASURER 20.00
Officer Director
$0 $0 $0
KATHLEEN WILHAM PRESIDENT 50.00
Officer Director
$0 $0 $0
LEA ANN ROBERTSON VICE PRESIDE 12.00
Officer Director
$0 $0 $0
BONNIE S WOOD HISTORIAN 3.00
Officer Director
$0 $0 $0
JIM FOSTER DIRECTOR 15.00
Officer Director
$0 $0 $0
ANNA J NEILL SECRETARY 4.00
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
2024 No data No data No data No data
2023 $8,009 $51,505 $3,765,467 $-43,496
2022 $3,423,141 $23,487 $3,809,620 $3,399,654
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