MARION COUNTY HISTORICAL SOCIETY

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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

Brandi Wilson

Phone

7403874255

Tax Period

2024-01-01 to 2024-12-31

MARION COUNTY HISTORICAL SOCIETY, founded in 1969, is a small nonprofit that reported $415K in total revenue in fiscal year 2024. Revenue surged 150% from the prior year, signaling strong growth momentum. The organization ran a surplus of $178K, a strong 43% operating margin.

Mission

Our mission has been to maintain the existing interest in the history of Marion County, Ohio, create an interest where it does not now exist and to collect, preserve, exhibit and interpret for public education and enjoyment, historical artifacts and information and to encourage historical research and publication.

Program Service Accomplishments

Program 1

Expenses: $22,404

We have restored an old one-room schoolhouse and open it in the summer to the public as an interesting site to recall the history of education in the United States rural areas.

Program 2

Expenses: $51,052

Part of our mission is to maintain the existing history of Marion County, Ohio and our archive program seeks to accomplish this mission. Large areas are available for storage and accessioning.

Program 3

Expenses: $28,648

Along with preserving the history of our community, we strive to create interest where it does not now exist. We provide interesting exhibits that change every year to encourage the public to visit our museum and discover and enjoy our communitys industrial, commercial, and railroad 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 (2024)

Revenue Breakdown

Contributions & Grants $357,285

Program Service Revenue $0

Investment Income $39,105

Other Revenue $18,740

TOTAL REVENUE $415,130

Expense Breakdown

Grants Paid $0

Salaries & Benefits $117,894

Fundraising Expenses $43,256

Program Expenses $102,104

Other Expenses $119,113

TOTAL EXPENSES $237,007

Year-over-Year Comparison

	2024	2023	Change
Revenue	$415,130	$166,346	+1.5%
Expenses	$237,007	$190,621	+0.2%
Net Income	$178,123	$-24,275	-8.3%

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

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
BRANDI WILSON	Director	040.00	Director Key Emp Highest	$0	$0	$0
DIANE WATSON	Chairman	003.00	Officer Director	$0	$0	$0
DIANE MAULT	Treasurer	002.00	Officer Director	$0	$0	$0
JAN AUGENSTEIN	Recording Sec.	002.00	Officer Director	$0	$0	$0
ELLYN MESSENGER	Vice Chairman	002.00	Officer Director	$0	$0	$0
MIKE BREWER	Board Member	002.00	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
2024	$415,130	$237,007	$1,328,909	$178,123
2023	$166,346	$190,621	$1,134,881	$-24,275
2022	$561,834	$257,109	$1,117,242	$304,725
2021	$230,169	$225,429	$923,273	$4,740
2020	$242,068	$246,316	$899,178	$-4,248
2019	$170,195	$252,436	$923,770	$-82,241
2018	$225,084	$193,620	$864,584	$31,464