AFFTON HISTORICAL SOCIETY (EIN 237326092) - 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

NANCY HERNDON-ULRICH

Phone

3149919176

Tax Period

2024-01-01 to 2024-12-31

AFFTON HISTORICAL SOCIETY, founded in 1973, is a small nonprofit in the Arts, Culture & Humanities sector that reported $177K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $41K, a strong 23% operating margin.

Mission

TO BRING TOGETHER PERSONS INTERESTED IN HISTORY, ESPECIALLY THE HISTORY OF THE AFFTON AREA OF ST. LOUIS COUNTY, MISSOURI, AND TO PRESERVE AND RESTORE "OAKLAND" HOUSE, THE 19TH CENTURY SUMMER HOME OF LOUIS A. BENOIST.

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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 $34,657

Program Service Revenue $6,219

Investment Income $99,349

Other Revenue $36,629

TOTAL REVENUE $176,854

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,230

Fundraising Expenses $0

Program Expenses $124,830

Other Expenses $133,093

TOTAL EXPENSES $136,323

Year-over-Year Comparison

	2024	2023	Change
Revenue	$176,854	$142,426	+0.2%
Expenses	$136,323	$116,853	+0.2%
Net Income	$40,531	$25,573	+0.6%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
NANCY HERNDON-ULRICH	PRESIDENT	N/A	Officer Director	$0	$0	$0
PHILIP TAFRA	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
MARY JANE AUTRY	TREASURER	N/A	Officer Director	$0	$0	$0
BECKY COX	RECORDING SE	N/A	Officer Director	$0	$0	$0
MARY KIRSCHMAN	CORR. SECRET	N/A	Officer Director	$0	$0	$0
CARISSA ANDERSON	DIRECTOR	N/A	Director	$0	$0	$0
BERT BARRY	DIRECTOR	N/A	Director	$0	$0	$0
BARNES BRADSHAW	DIRECTOR	N/A	Director	$0	$0	$0
SHIRLEY BRINKER	DIRECTOR	N/A	Director	$0	$0	$0
JOHN COLE	DIRECTOR	N/A	Director	$0	$0	$0
DARRYL EAVES	DIRECTOR	N/A	Director	$0	$0	$0
INGRID GIDDINGS	DIRECTOR	N/A	Director	$0	$0	$0
JOAN KOMLOS	DIRECTOR	N/A	Director	$0	$0	$0
NANCY HARMON	DIRECTOR	N/A	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	$176,854	$136,323	$2,025,074	$40,531
2023	$142,426	$116,853	$1,885,199	$25,573
2022	$113,528	$103,741	$1,754,738	$9,787
2021	$160,489	$100,708	$1,982,277	$59,781
2020	$71,904	$80,549	$1,804,381	$-8,645
2019	$121,016	$80,092	$1,714,742	$40,924
2018	$253,485	$81,748	$1,555,413	$171,737

AFFTON HISTORICAL SOCIETY