Johnson 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

1967

Legal Domicile

Principal Officer

Rex Brandstatter

Phone

3193515738

Tax Period

2023-07-01 to 2024-06-30

Johnson County Historical Society, founded in 1967, is a small nonprofit in the Arts, Culture & Humanities sector that reported $164K in total revenue in fiscal year 2023. Revenue decreased 14% compared to the prior year. Expenses of $181K exceeded revenue, resulting in a 10% operating deficit.

Mission

The mission is to educate the public, interpret and protect Johnson County history.

Program Service Accomplishments

Program 1

Expenses: $161,785 Revenue: $8,278

Maintain collections, exhibits and research functions of the Johnson County Historical Society Museum in Coralville, IA.

Program 2

Expenses: $10,786 Revenue: $19,812

Manage and interpret four historical areas: Plum Grove Historic Home, the 1855 Johnson County Poor Farm and Asylum in Iowa City, IA, the Coralville Old Town Hall, and the 1876 Schoolhouse in...

Manage and interpret four historical areas: Plum Grove Historic Home, the 1855 Johnson County Poor Farm and Asylum in Iowa City, IA, the Coralville Old Town Hall, and the 1876 Schoolhouse in Coralville, IA.

Program 3

Expenses: $4,298 Revenue: $6,840

Host educational programs which support the mission of the organization; History on the Road programs, Third Thursday Speaker programs, Winterfest, Annual Barn Tour, Little School on the Prairie...

Host educational programs which support the mission of the organization; History on the Road programs, Third Thursday Speaker programs, Winterfest, Annual Barn Tour, Little School on the Prairie summer camps, Annual Prairie Walk and Annual meeting with educational programs.

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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 $128,778

Program Service Revenue $35,131

Investment Income $16

Other Revenue $175

TOTAL REVENUE $164,100

Expense Breakdown

Grants Paid $0

Salaries & Benefits $112,237

Fundraising Expenses $0

Program Expenses $176,869

Other Expenses $68,764

TOTAL EXPENSES $181,001

Year-over-Year Comparison

	2023	2022	Change
Revenue	$164,100	$189,810	-0.1%
Expenses	$181,001	$139,547	+0.3%
Net Income	$-16,901	$50,263	-1.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Marty Boller	Board Member	1.00	Director	$0	$0	$0
Ottis Bunning	Board Member	1.00	Director	$0	$0	$0
Judy Nyren	Board Member	1.00	Director	$0	$0	$0
Gary Anderson	Board Member	1.00	Director	$0	$0	$0
Lara Marsh	Past Chair	2.00	Officer	$0	$0	$0
Rex Brandstatter	Interim Chair	2.00	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
2025	No data	No data	No data	No data
2024	$164,100	$181,001	$676,610	$-16,901
2023	$189,810	$139,547	$711,404	$50,263
2022	$172,953	$131,224	$643,288	$41,729
2021	$221,299	$146,524	$609,439	$74,775
2020	$136,338	$130,789	$576,937	$5,549
2019	$128,587	$127,807	$543,221	$780