HISTORICAL AND GENEALOGICAL SOCIETY (EIN 251355409) - 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

1940

Legal Domicile

Principal Officer

JOANNE MCQUILKIN

Phone

7244639600

Tax Period

2024-01-01 to 2024-12-31

HISTORICAL AND GENEALOGICAL SOCIETY, founded in 1940, is a small nonprofit that reported $208K in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. Expenses of $183K left a modest 12% surplus.

Mission

THE HISTORICAL AND GENEALOGICAL SOCIETY OF INDIANA COUNTY SEEKS TO PROMOTE A GREATER APPRECIATION OF THE INDIANA COMMUNITY'S RICH HERITAGE AND A BETTER UNDERSTANDING OF LIFE TODAY. THE SOCIETY'S PURPOSE IS TO COLLECT AND PRESERVE MATERIALS ILLUSTRATIVE TO INDIANA COUNTY, ITS FAMILIES, BUSINESSES, ORGANIZATIONS, ETC.

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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 $96,619

Program Service Revenue $0

Investment Income $105,228

Other Revenue $5,733

TOTAL REVENUE $207,580

Expense Breakdown

Grants Paid $0

Salaries & Benefits $58,441

Fundraising Expenses $1,893

Program Expenses $70,301

Other Expenses $124,704

TOTAL EXPENSES $183,145

Year-over-Year Comparison

	2024	2023	Change
Revenue	$207,580	$134,928	+0.5%
Expenses	$183,145	$204,693	-0.1%
Net Income	$24,435	$-69,765	-1.4%

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
JOANNE MCQUILKIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOE HILDEBRAND	AT LARGE	1.00	Director	$0	$0	$0
MARY YANITY	TREASURER	2.00	Officer Director	$0	$0	$0
ALLEN FIECHUK	SECRETARY	10.00	Director	$0	$0	$0
ELAINE MAUDIE	PROGRAM	10.00	Director	$0	$0	$0
VINCENT H BEATTY	BUILDINGS &	8.00	Director	$0	$0	$0
HERB GLEDITSCH	PERSONNEL	1.00	Director	$0	$0	$0
DON LANCASTER	LIBRARY	5.00	Director	$0	$0	$0
KATIE GAUDREAU	MUSEUM	5.00	Director	$0	$0	$0
MARY ANN WAGNER	FUNDRAISING	8.00	Director	$0	$0	$0
ERIC WITMER	MEMBERSHIP	1.00	Director	$0	$0	$0
JACKIE WILEY	AT LARGE	1.00	Director	$0	$0	$0
GRETA HELSEL	AT LARGE	4.00	Director	$0	$0	$0
JONATHAN BOGERT	EXECUTIVE DI	N/A	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	$207,580	$183,145	$1,166,707	$24,435
2023	$134,928	$204,693	$1,113,666	$-69,765
2022	$144,314	$139,650	$1,110,470	$4,664
2021	$160,831	$138,164	$1,281,528	$22,667
2020	$72,345	$117,723	$1,150,092	$-45,378
2019	$151,685	$115,226	$1,173,825	$36,459
2018	$147,312	$121,517	$1,039,882	$25,795

HISTORICAL AND GENEALOGICAL SOCIETY