GEARY COUNTY HISTORICAL SOCIETY INC (EIN 237293819) - 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

1973

Legal Domicile

Principal Officer

Heather Hagedorn

Phone

7852381666

Tax Period

2024-01-01 to 2024-12-31

GEARY COUNTY HISTORICAL SOCIETY INC, founded in 1973, is a small nonprofit that reported $238K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. Expenses of $208K left a modest 13% surplus.

Mission

Historical Preservation & Conservation

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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 $209,333

Program Service Revenue $0

Investment Income $19,801

Other Revenue $8,857

TOTAL REVENUE $237,991

Expense Breakdown

Grants Paid $0

Salaries & Benefits $160,719

Fundraising Expenses $0

Program Expenses $9,664

Other Expenses $47,190

TOTAL EXPENSES $207,909

Year-over-Year Comparison

	2024	2023	Change
Revenue	$237,991	$273,103	-0.1%
Expenses	$207,909	$249,619	-0.2%
Net Income	$30,082	$23,484	+0.3%

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

$106,090

Total Directors

Key Employees

$56,650

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Heather Hagedorn	Museum Director	40	Officer Key Emp Highest	$56,650	$0	$56,650
Kimberly Neptune	Education Director	40	Officer	$49,440	$0	$49,440
Michelle Gunderson	Board Member	2.0	Director	$0	$0	$0
Mary Kay Munson	Board Member	5.0	Director	$0	$0	$0
John Strain	Board Member	1.0	Director	$0	$0	$0
Buz Brezina	Board Member	1.0	Director	$0	$0	$0
Margaret Kilpatrick	Board Member	1.0	Director	$0	$0	$0
Linda Barten	Treasurer	4.0	Director	$0	$0	$0
Florence Whitebread	President	5.0	Director	$0	$0	$0
Mary Reed	Secretary	10	Director	$0	$0	$0
Cynthia Quinlan	Director	2.0	Director	$0	$0	$0
Robert Petri	Director	2.0	Director	$0	$0	$0
Susan Kamphaus	Director	2.0	Director	$0	$0	$0
Bill Powers	Director	3.0	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	$237,991	$207,909	$429,301	$30,082
2023	$273,103	$249,619	$403,194	$23,484
2022	$199,250	$251,402	$379,710	$-52,152
2020	$231,727	$220,988	$436,907	$10,739
2019	$224,924	$218,511	$426,072	$6,413
2018	$205,948	$196,768	$422,068	$9,180

GEARY COUNTY HISTORICAL SOCIETY INC