Whitman County Historical Society (EIN 237228130) - 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

Tax Period

2023-10-01 to 2024-09-30

Whitman County Historical Society is a small nonprofit in the Arts, Culture & Humanities sector that reported $446K in total revenue in fiscal year 2023. Revenue decreased 20% compared to the prior year. The organization ran a surplus of $321K, a strong 72% operating margin.

Mission

Preservation of history in Whitman 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 (2023)

Revenue Breakdown

Contributions & Grants $421,027

Program Service Revenue $0

Investment Income $25,153

Other Revenue $0

TOTAL REVENUE $446,180

Expense Breakdown

Grants Paid $0

Salaries & Benefits $22,358

Fundraising Expenses $0

Program Expenses $124,912

Other Expenses $102,554

TOTAL EXPENSES $124,912

Year-over-Year Comparison

	2023	2022	Change
Revenue	$446,180	$555,329	-0.2%
Expenses	$124,912	$172,914	-0.3%
Net Income	$321,268	$382,415	-0.2%

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

N/A

Employees

N/A

Volunteers

N/A

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	Role	Reportable Comp	Other Comp	Total
Linda Hackbarth	Director	Director	$0	$0	$0
Krista Boyd	Director	Director	$0	$0	$0
Pat Flansburg	Director	Director	$0	$0	$0
Denise Mahnkey	Director	Director	$0	$0	$0
Carol Larsen	Director	Director	$0	$0	$0
Wendy Blake	Director	Director	$0	$0	$0
Mark Clinton	President	Officer	$0	$0	$0
Jeff Pietila	Vice President	Officer	$0	$0	$0
Jon Anderson	Treasurer	Officer	$0	$0	$0
Janet Barstow	Secretary	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	$446,180	$124,912	$1,883,998	$321,268
2023	$555,329	$172,914	$1,562,730	$382,415
2022	$662,583	$165,713	$1,181,751	$496,870
2021	$530,460	$356,806	$683,631	$173,654
2020	$341,347	$165,098	$519,942	$176,249
2019	$351,793	$125,421	$426,317	$226,372

Whitman County Historical Society