GRUNDY COUNTY HISTORICAL SOCIETY & MUSEUM (EIN 237347144) - 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

1975

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

GRUNDY COUNTY HISTORICAL SOCIETY & MUSEUM, founded in 1975, is a micro nonprofit that reported $36K in total revenue in fiscal year 2023. Revenue surged 219% from the prior year, signaling strong growth momentum. The organization ran a surplus of $10K, a strong 27% operating margin.

Mission

TO FOSTER AND CARE FOR A HISTORICAL MUSEUM. OUR MISSION IS TO CARE FOR HISTORICAL ITEMS THAT ARE DISPLAYED FOR PUBLIC VIEWING, STUDY AND RESEARCH. THIS FACILITY IS OPEN TO THE PUBLIC ON WEEKENDS AND BY SPECIAL REQUEST DURING MAY THROUGH OCTOBER.

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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 $10,395

Program Service Revenue $0

Investment Income $25,282

Other Revenue $51

TOTAL REVENUE $35,728

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,726

Other Expenses $26,078

TOTAL EXPENSES $26,078

Year-over-Year Comparison

	2023	2022	Change
Revenue	$35,728	$11,190	+2.2%
Expenses	$26,078	$14,771	+0.8%
Net Income	$9,650	$-3,581	-3.7%

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

N/A

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
DAVID KEY	DIRECTOR	1.00	Director	$0	$0	$0
JOHN KEITH	DIRECTOR	1.00	Director	$0	$0	$0
VICKI MESERVEY	DIRECTOR	1.00	Director	$0	$0	$0
TOM STICKLER	DIRECTOR	1.00	Director	$0	$0	$0
GEORGE MOORE	DIRECTOR	1.00	Director	$0	$0	$0
PAM JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
LINDA OVERTON	DIRECTOR	1.00	Director	$0	$0	$0
LANA BEVERLIN	DIRECTOR	2.00	Director	$0	$0	$0
DON DALRYMPLE	DIRECTOR	1.00	Director	$0	$0	$0
GARY BLACK	DIRECTOR	1.00	Director	$0	$0	$0
BARBARA SPENCER	PRESIDENT	4.00	Officer	$0	$0	$0
GARY MEEK	VICE-PRESIDENT	1.00	Officer	$0	$0	$0
KAY THOMAS	CORRESPONDING SECRETARY	1.00	Officer	$0	$0	$0
DELVIN WILFORD	TREASURER	4.00	Officer	$0	$0	$0
WENDA SEYMOUR	RECORDING SECRETARY	1.00	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	No data	No data	No data	No data
2023	$35,728	$26,078	$564,708	$9,650
2022	$11,190	$14,771	$516,551	$-3,581
2021	$13,620	$13,535	$520,133	$85
2020	$12,021	$11,915	$509,734	$106

GRUNDY COUNTY HISTORICAL SOCIETY & MUSEUM