NORTHERN INDIANA HISTORICAL SOCIETY FOUNDATION (EIN 310906405) - 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

1977

Legal Domicile

Principal Officer

BRIAN D HARDING

Phone

5742359664

Tax Period

2024-01-01 to 2024-12-31

NORTHERN INDIANA HISTORICAL SOCIETY FOUNDATION, founded in 1977, is a small nonprofit in the Arts, Culture & Humanities sector that reported $424K in total revenue in fiscal year 2024. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $397K left a modest 6% surplus.

Mission

TO SOLICIT, RECEIVE, INVEST, AND HOLD ENDOWMENT CONTRIBUTIONS AND DONATIONS FOR NORTHERN INDIANA HISTORICAL SOCIETY, INC. AND TO MAKE DISTRIBUTIONS TO THE 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 $3,590

Program Service Revenue $0

Investment Income $420,318

Other Revenue $0

TOTAL REVENUE $423,908

Expense Breakdown

Grants Paid $363,706

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $363,706

Other Expenses $33,729

TOTAL EXPENSES $397,435

Year-over-Year Comparison

	2024	2023	Change
Revenue	$423,908	$258,130	+0.6%
Expenses	$397,435	$316,883	+0.3%
Net Income	$26,473	$-58,753	-1.5%

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

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

$151,007

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN D HARDING	EXECUTIVE DI	1.00	Officer	$0	$0	$80,777
MARILYN JURGONSKI	DIRECTOR OF	1.00	Officer	$0	$0	$62,442
JUDI MILLER	DIRECTOR OF	1.00	Officer	$0	$0	$7,788
PHILLIP ALLEN	TRUSTEE	0.50	Director	$0	$0	$0
TOM LIDDELL	TRUSTEE	0.50	Director	$0	$0	$0
KEVIN C MURPHY	TRUSTEE	0.50	Director	$0	$0	$0
KERRY STEPHENS	TRUSTEE	0.50	Director	$0	$0	$0
JAMES G HART	CHAIR	0.50	Officer Director	$0	$0	$0
LINDA DOSHI	VICE CHAIR	0.50	Officer Director	$0	$0	$0
LAURA E RAY	SECRETARY	0.50	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
2024	$423,908	$397,435	$8,322,916	$26,473
2023	$258,130	$316,883	$7,570,713	$-58,753
2022	$278,390	$364,473	$6,825,195	$-86,083
2021	$692,842	$337,564	$8,187,878	$355,278
2020	$331,905	$262,258	$7,241,467	$69,647
2019	$225,889	$304,779	$6,451,758	$-78,890
2018	$283,258	$293,570	$5,467,750	$-10,312

NORTHERN INDIANA HISTORICAL SOCIETY FOUNDATION