Alger County Historical Society (EIN 237275315) - 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

Barbara Hermann

Phone

9063874308

Tax Period

2021-01-01 to 2021-12-31

Alger County Historical Society, founded in 1969, is a micro nonprofit that reported $37K in total revenue in fiscal year 2021. Revenue surged 316% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10K, a strong 27% operating margin.

Mission

To maintain & Educate on the County's 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 (2021)

Revenue Breakdown

Contributions & Grants $8,405

Program Service Revenue $0

Investment Income $28,670

Other Revenue $10

TOTAL REVENUE $37,085

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,727

Fundraising Expenses $0

Program Expenses $7,473

Other Expenses $20,191

TOTAL EXPENSES $26,918

Year-over-Year Comparison

	2021	2020	Change
Revenue	$37,085	$8,917	+3.2%
Expenses	$26,918	$18,880	+0.4%
Net Income	$10,167	$-9,963	-2.0%

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

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

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
Linda Balko	Trustee	5.00	Director	$0	$0	$0
Patricia Brey	Trustee	5.00	Director	$0	$0	$0
Duane Hargis	Trustee	5.00	Director	$0	$0	$0
Charles Nebel	Trustee	5.00	Director	$0	$0	$0
Jack Rumhor	Trustee	5.00	Director	$0	$0	$0
Mary Jo Cook	President/Trustee	10.00	Officer	$0	$0	$0
Barbara Hermann	Treasurer/Trustee	15.00	Officer	$0	$0	$0
Phyllis Pokela	Vice President	10.00	Officer	$0	$0	$0
Karen Thorrington	Secretary/Treasurer	10.00	Officer	$0	$0	$0
Brunella Gurski	Trustee	5.00	Director	$0	$0	$0
Steven Nebel	Trustee	5.00	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
2021	$37,085	$26,918	$376,879	$10,167
2020	$8,917	$18,880	$406,131	$-9,963
2019	$17,716	$42,952	$417,368	$-25,236
2018	$37,541	$26,746	$349,264	$10,795

Alger County Historical Society