Daviess County Historical Society Inc (EIN 310918640) - 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

1966

Legal Domicile

Principal Officer

Monty R Critchlow

Phone

8122570301

Tax Period

2023-01-01 to 2023-12-31

Daviess County Historical Society Inc, founded in 1966, is a small nonprofit that reported $175K in total revenue in fiscal year 2023. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $27K, a strong 16% operating margin.

Mission

The Daviess County Historical Society Incorporated is an organization established to preserve historical information and items relevant to Daviess County Indiana. The purpose is accomplished through the operation of the Daviess County Museum along with community service presentations and other related activities.

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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 (2023)

Revenue Breakdown

Contributions & Grants $166,905

Program Service Revenue $0

Investment Income $336

Other Revenue $7,490

TOTAL REVENUE $174,731

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $147,527

Other Expenses $147,527

TOTAL EXPENSES $147,527

Year-over-Year Comparison

	2023	2022	Change
Revenue	$174,731	$276,010	-0.4%
Expenses	$147,527	$80,369	+0.8%
Net Income	$27,204	$195,641	-0.9%

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

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
Monty R Critchlow	President	2.00	Officer Director	$0	$0	$0
Gail Doades	Trustee	2.00	Director	$0	$0	$0
Jan Schuler-Hicks	Treasurer	2.00	Officer Director	$0	$0	$0
Sarah Fry	Secretary	2.00	Officer Director	$0	$0	$0
Tom Brummett	Trustee	2.00	Director	$0	$0	$0
Michael Chestnut	Trustee	2.00	Director	$0	$0	$0
Jeanine Eaton	Trustee	2.00	Director	$0	$0	$0
William Remsburg	Trustee	2.00	Director	$0	$0	$0
Joe Wellman	Vice President	2.00	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
2024	No data	No data	No data	No data
2023	$174,731	$147,527	$951,211	$27,204
2022	$276,010	$80,369	$924,007	$195,641
2021	$308,542	$81,855	$728,397	$226,687
2020	$93,967	$75,914	$501,710	$18,053
2019	$206,920	$97,357	$483,657	$109,563
2018	$171,340	$96,495	$434,464	$74,845

Daviess County Historical Society Inc