OCEANA COUNTY HISTORICAL & GENEALOGICAL SOCIETY (EIN 237420760) - 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

1967

Legal Domicile

Principal Officer

Walter Urick

Phone

2318732600

Tax Period

2024-07-01 to 2025-06-30

OCEANA COUNTY HISTORICAL & GENEALOGICAL SOCIETY, founded in 1967, is a small nonprofit that reported $105K in total revenue in fiscal year 2024. Revenue fell 42% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $31K, a strong 29% operating margin.

Mission

Collect, preserve & disseminate Oceana County 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 $102,111

Program Service Revenue $1,950

Investment Income $630

Other Revenue $550

TOTAL REVENUE $105,241

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,322

Other Expenses $74,385

TOTAL EXPENSES $74,385

Year-over-Year Comparison

	2024	2023	Change
Revenue	$105,241	$182,478	-0.4%
Expenses	$74,385	$75,624	0.0%
Net Income	$30,856	$106,854	-0.7%

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
Paul Erickson	President	6	Officer Director	$0	$0	$0
Carl Wiegand	Vice-President	5	Officer Director	$0	$0	$0
Sharon Hallack	Recording Secretary	8	Officer Director	$0	$0	$0
Amanda Dodge	Corresponding Secretary	1	Officer Director	$0	$0	$0
Dennis Gale	Treasurer	5	Officer Director	$0	$0	$0
Walter Urick	Past President	3	Officer Director	$0	$0	$0
Tina Kinsley	Board Member	4	Director	$0	$0	$0
Karen Urick	Board Member	6	Director	$0	$0	$0
Dean Gentel	Board Member	2	Director	$0	$0	$0
Ron Rash	Board Member	2	Director	$0	$0	$0
Larry Osborne	Board Member	2	Director	$0	$0	$0
Jeff Lathers	Board Member	4	Director	$0	$0	$0
Mort Wiegand	Board Member	4	Director	$0	$0	$0
Georgia Dennison	Board Member	2	Director	$0	$0	$0
Brad Moul	Board Member	2	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
2025	$105,241	$74,385	$624,247	$30,856
2024	$182,478	$75,624	$593,391	$106,854
2019	$16,625	$44,097	$517,313	$-27,472

OCEANA COUNTY HISTORICAL & GENEALOGICAL SOCIETY