WASHINGTON COUNTY HISTORICAL SOCIETY INC (EIN 251371578) - 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

1900

Legal Domicile

Principal Officer

LUCY CORWIN

Phone

7242256740

Tax Period

2024-01-01 to 2024-12-31

WASHINGTON COUNTY HISTORICAL SOCIETY INC, founded in 1900, is a small nonprofit in the Arts, Culture & Humanities sector that reported $426K in total revenue in fiscal year 2024. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $190K, a strong 45% operating margin.

Mission

HISTORICAL MUSEUM & EDUCATIONAL SOCIETY

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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 $406,657

Program Service Revenue $11,852

Investment Income $60

Other Revenue $7,487

TOTAL REVENUE $426,056

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,778

Fundraising Expenses $10,273

Program Expenses $171,503

Other Expenses $128,600

TOTAL EXPENSES $236,378

Year-over-Year Comparison

	2024	2023	Change
Revenue	$426,056	$635,671	-0.3%
Expenses	$236,378	$186,116	+0.3%
Net Income	$189,678	$449,555	-0.6%

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

$45,169

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LUCY CORWIN	PRESIDENT	2.00	Officer Director	$0	$0	$0
BRETT CLANCY	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
JASON TAPOLCI	TREASURER	2.00	Officer Director	$0	$0	$0
JENNIFER HARDING	SECRETARY	2.00	Officer Director	$0	$0	$0
ROBERT GRIFFIN	DIRECTOR	2.00	Director	$0	$0	$0
BRACKEN BURNS	DIRECTOR	2.00	Director	$0	$0	$0
JOAN RUZIKA	DIRECTOR	2.00	Director	$0	$0	$0
LAUREL PAXTON RUSH	DIRECTOR	2.00	Director	$0	$0	$0
KATHRYN MADEJ	DIRECTOR	2.00	Director	$0	$0	$0
KELLEY PROUDFIT	DIRECTOR	2.00	Director	$0	$0	$0
DENNIS DUTTON	DIRECTOR	2.00	Director	$0	$0	$0
TIM MOORE	DIRECTOR	2.00	Director	$0	$0	$0
VIVIENNE FELIX	DIRECTOR	2.00	Director	$0	$0	$0
CLAYTON KILGORE	EXECUTIVE DI	40.00	Officer	$45,169	$0	$45,169

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	$426,056	$236,378	$1,320,592	$189,678
2023	$635,671	$186,116	$1,047,900	$449,555
2022	$412,696	$156,830	$588,832	$255,866
2021	$186,073	$167,445	$358,682	$18,628
2020	$186,635	$146,190	$337,504	$40,445
2019	$117,918	$190,136	$283,547	$-72,218
2018	$115,252	$152,551	$345,373	$-37,299

WASHINGTON COUNTY HISTORICAL SOCIETY INC