NEW ALBANY-PLAIN TOWNSHIP HISTORICAL SOCIETY (EIN 310891638) - 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

1975

Legal Domicile

Phone

6148553765

Tax Period

2023-01-01 to 2023-12-31

NEW ALBANY-PLAIN TOWNSHIP HISTORICAL SOCIETY, founded in 1975, is a micro nonprofit that reported $44K in total revenue in fiscal year 2023. Revenue surged 194% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7K, a strong 15% operating margin.

Mission

The Society operates a historical home as a museum.

🔒

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 $29,025

Program Service Revenue $0

Investment Income $15,068

Other Revenue $0

TOTAL REVENUE $44,093

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $37,458

Other Expenses $37,458

TOTAL EXPENSES $37,458

Year-over-Year Comparison

	2023	2022	Change
Revenue	$44,093	$15,001	+1.9%
Expenses	$37,458	$19,468	+0.9%
Net Income	$6,635	$-4,467	-2.5%

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

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
Dennis Keesee	President	5.00	Officer Director	$0	$0	$0
Douglas Brahler	Vice President	2.00	Officer Director	$0	$0	$0
Chandler Kisiel	Secretary	2.00	Officer Director	$0	$0	$0
Helen Pestel	Treasurer	3.00	Officer Director	$0	$0	$0
R Douglas Tracy	Co-Curator	5.00	Officer Director	$0	$0	$0
Becky Knorr	Co-Curator	4.00	Officer Director	$0	$0	$0
Valerie Bevelhymer	Board Member Tour Coordinator	1.00	Officer Director	$0	$0	$0
Robert Dean	Board Member	1.00	Officer Director	$0	$0	$0
Catherine Saveson	Board Member Website	3.00	Officer Director	$0	$0	$0
Betty Maynard	Board Member Membership	3.00	Officer 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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$44,093	$37,458	$948,657	$6,635
2022	$15,001	$19,468	$852,335	$-4,467
2021	$157,497	$17,313	$983,481	$140,184
2020	$50,852	$12,314	$843,297	$38,538

NEW ALBANY-PLAIN TOWNSHIP HISTORICAL SOCIETY