MIAMI COUNTY HISTORICAL SOCIETYINC (EIN 311068757) - 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

1916

Legal Domicile

Principal Officer

PATRICK MOONEY

Phone

7654739183

Tax Period

2024-01-01 to 2024-12-31

MIAMI COUNTY HISTORICAL SOCIETYINC, founded in 1916, is a small nonprofit that reported $173K in total revenue in fiscal year 2024. The organization ran a surplus of $37K, a strong 22% operating margin.

Mission

MAINTAIN ARTIFACTS & RENOVATE HISTORICAL STRUCTURES

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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 $147,294

Program Service Revenue $4,074

Investment Income $2,963

Other Revenue $18,996

TOTAL REVENUE $173,327

Expense Breakdown

Grants Paid $0

Salaries & Benefits $78,410

Fundraising Expenses $0

Program Expenses $105,728

Other Expenses $57,493

TOTAL EXPENSES $135,903

Year-over-Year Comparison

	2024	2023	Change
Revenue	$173,327	$167,713	+0.0%
Expenses	$135,903	$184,159	-0.3%
Net Income	$37,424	$-16,446	-3.3%

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
BONNIE ARRICK	BOARD MEMBER	N/A	Director	$0	$0	$0
LAURA BRETZMAN	BOARD MEMBER	N/A	Director	$0	$0	$0
CLYDE CHILCUTT	BOARD MEMBER	N/A	Director	$0	$0	$0
PAULA DISBRO	BOARD MEMBER	N/A	Director	$0	$0	$0
ELLEN HARVEY	BOARD MEMBER	N/A	Director	$0	$0	$0
BRYAN WARDER	BOARD MEMBER	N/A	Director	$0	$0	$0
RACHELLE MONGOSA	VICE-PRESIDE	N/A	Officer	$0	$0	$0
PATRICK MOONEY	PRESIDENT	N/A	Officer	$0	$0	$0
KRISTI SHAFFER	SECRETARY	N/A	Officer	$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	$173,327	$135,903	$4,734,496	$37,424
2023	$167,713	$184,159	$4,697,200	$-16,446
2022	$146,187	$171,476	$4,713,700	$-25,289
2021	$143,108	$169,088	$4,738,970	$-25,980
2020	$176,111	$186,825	$4,764,863	$-10,714
2019	$203,087	$163,708	$4,775,713	$39,379
2018	$192,883	$179,385	$4,737,300	$13,498

MIAMI COUNTY HISTORICAL SOCIETYINC