MERCER COUNTY HISTORICAL SOCIETY INC (EIN 251086800) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1947

Legal Domicile

Principal Officer

STEVEN WEYERS

Phone

7246623490

Tax Period

2023-01-01 to 2023-12-31

MERCER COUNTY HISTORICAL SOCIETY INC, founded in 1947, is a small nonprofit that reported $104K in total revenue in fiscal year 2023. Revenue fell 45% from the prior year — a significant decline worth monitoring. Expenses of $96K left a modest 8% surplus.

Mission

COLLECTION OF DATA DEALING WITH THE EARLY HISTORY OF MERCER COUNTY; THE ACQUISITION AND PRESERVATION

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $34,265

Program Service Revenue $0

Investment Income $70,383

Other Revenue $-1,018

TOTAL REVENUE $103,630

Expense Breakdown

Grants Paid $575

Salaries & Benefits $0

Fundraising Expenses $10,158

Program Expenses $67,414

Other Expenses $95,072

TOTAL EXPENSES $95,647

Year-over-Year Comparison

	2023	2022	Change
Revenue	$103,630	$186,788	-0.4%
Expenses	$95,647	$121,262	-0.2%
Net Income	$7,983	$65,526	-0.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

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
STEVE WEYERS	PRESIDENT	1.00	Officer Director	$0	$0	$0
ROD MCADAMS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CARMELA HARNETT	TREASURER	1.00	Officer Director	$0	$0	$0
JO ANNE BARNES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DALE BOYD	RLM CURATOR, DIRECTOR	1.00	Director	$0	$0	$0
ROBERT OLSON	DIRECTOR	1.00	Director	$0	$0	$0
ANITA SEIDEL	SECRETARY	1.00	Officer Director	$0	$0	$0
CONNOR GROSSMAN	DIRECTOR	1.00	Director	$0	$0	$0
SHIRLEY MCMUNN	DIRECTOR	1.00	Director	$0	$0	$0
LINDA MUNNELL	DIRECTOR	1.00	Director	$0	$0	$0
SHARON RUST	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY SAUER	DIRECTOR	1.00	Director	$0	$0	$0
BRAD SEIDEL	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE WHITE	DIRECTOR	1.00	Director	$0	$0	$0
HOLLY BURNS	ADMINISTRATOR	1.00	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	No data	No data	No data	No data
2023	$103,630	$95,647	$1,502,554	$7,983
2022	$186,788	$121,262	$1,451,359	$65,526
2021	$69,491	$112,693	$1,545,414	$-43,202
2020	$82,759	$113,049	$1,498,295	$-30,290

MERCER COUNTY HISTORICAL SOCIETY INC