Pickaway County Historical Society (EIN 311596155) - 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

1961

Legal Domicile

Principal Officer

RICHARD HARTINGER

Phone

7404741495

Tax Period

2024-01-01 to 2024-12-31

Pickaway County Historical Society, founded in 1961, is a small nonprofit that reported $220K in total revenue in fiscal year 2024. Revenue grew 14% year-over-year, indicating healthy expansion. Net assets of $1.9M represent 104 months of operating reserves.

Mission

Discover and Collect Pickaway County History.

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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 $48,512

Program Service Revenue $6,889

Investment Income $52,956

Other Revenue $111,832

TOTAL REVENUE $220,189

Expense Breakdown

Grants Paid $0

Salaries & Benefits $9,750

Fundraising Expenses $1,361

Program Expenses $37,134

Other Expenses $211,944

TOTAL EXPENSES $221,694

Year-over-Year Comparison

	2024	2023	Change
Revenue	$220,189	$193,259	+0.1%
Expenses	$221,694	$195,555	+0.1%
Net Income	$-1,505	$-2,296	-0.3%

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

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	Role	Reportable Comp	Other Comp	Total
JANE SHAW	PRESIDENT	Officer Director	$0	$0	$0
ROBERT RADCLIFF	1ST VICE PRESIDENT	Officer Director	$0	$0	$0
DAVID SHEIN	2ND VICE PRESIDENT	Officer Director	$0	$0	$0
CHARLIE WEAVER	TREASURER	Officer Director	$0	$0	$0
DENISE BARTHEMAS	ADMINISTRATIVE SECRETARY	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	$220,189	$221,694	$1,909,352	$-1,505
2023	$193,259	$195,555	$1,911,583	$-2,296
2022	$409,549	$259,083	$1,910,628	$150,466
2021	$183,604	$137,863	$1,760,162	$45,741
2020	$107,669	$111,549	$1,714,421	$-3,880
2019	$99,861	$135,330	$1,718,300	$-35,469
2018	$124,931	$152,179	$1,881,444	$-27,248

Pickaway County Historical Society