PIONEER & HISTORICAL SOCIETY OF MU… - Form 990 Financial Data

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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

1890

Legal Domicile

Principal Officer

PETER CULTICE

Phone

7404549500

Tax Period

2023-01-01 to 2023-12-31

PIONEER & HISTORICAL SOCIETY OF MUSKINGUM COUNTY OHIO, founded in 1890, is a small nonprofit in the Arts, Culture & Humanities sector that reported $237K in total revenue in fiscal year 2023. The organization ran a surplus of $131K, a strong 55% operating margin.

Mission

THE PIONEER AND HISTORICAL SOCIETY OF MUSKINGUM COUNTY BELIEVES THAT AN UNDERSTANDING AND APPRECIATION OF OUR HISTORIC HERITAGE IS ESSENTIAL TO MAINTAINING A UNIQUE AND MEANINGFUL IDENTITY AS A COMMUNITY. THE MISSION OF THE SOCIETY IS TO CELEBRATE AND PRESEERVE THE HISTORY OF MUSKINGUM COUNTY AND ITS PEOPLE AND TO ASSURE THAT THIS LEGACY IS PASSED ON TO FUTURE GENERATIONS. TOWARDS THIS END WE WILL: EDUCATE AND ENGAGE A DIVERSE PUBLIC THROUGH A VARIETY OF PROGRAMS; MAINTAIN OUR MUSEUM BUILDINGS AND COLLECTIONS; SUPPORT RESEARCH; PUBLISH HISTORICAL DOCUMENTS; AND MANAGE THE SOCIETY OPENLY, ETHICALLY, AND PROFESSIONALLY.

Program Service Accomplishments

Program 1

Expenses: $105,777 Revenue: $5,992

OPERATION OF TWO MUSEUMS FETURING ARTIFACTS RELATED TO THE HISTORY AND CULTURE OF MUSKINGUM COUNTY, OHIO AND SOUTHEASTERN OHIO. TOURS ARE GIVEN TO SCHOOL GROUPS, ORGANIZED ADULT GROUPS AND...

OPERATION OF TWO MUSEUMS FETURING ARTIFACTS RELATED TO THE HISTORY AND CULTURE OF MUSKINGUM COUNTY, OHIO AND SOUTHEASTERN OHIO. TOURS ARE GIVEN TO SCHOOL GROUPS, ORGANIZED ADULT GROUPS AND INDIVIDUALS TO FURTHER THEIR KNOWLEDGE ABOUT THE HISTORY OF OUR COMMUNITY.

Program 2

Expenses: $692

TWICE YEARY PUBLICATIONS OF "MUSKINGUM JOURNAL", A BOOKLET CONTAINING MONOGRAPHS ON THE HISTORY OF MUSKINGUM COUNTY AND SOUTHEASTERN OHIO. DISTRIBUTED FREE TO MEMBERS AND TO ALL HIGH SCHOOL AND...

TWICE YEARY PUBLICATIONS OF "MUSKINGUM JOURNAL", A BOOKLET CONTAINING MONOGRAPHS ON THE HISTORY OF MUSKINGUM COUNTY AND SOUTHEASTERN OHIO. DISTRIBUTED FREE TO MEMBERS AND TO ALL HIGH SCHOOL AND COLLEGE LIBRARIES IN MUSKINGUM COUNTY.

Program 3

PROGRAMS OPEN TO THE PUBLIC ON TOPICS RELATED TO THE HISTORY OF OHIO

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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 $144,556

Program Service Revenue $5,992

Investment Income $86,478

Other Revenue $392

TOTAL REVENUE $237,418

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,891

Fundraising Expenses $0

Program Expenses $106,469

Other Expenses $94,578

TOTAL EXPENSES $106,469

Year-over-Year Comparison

	2023	2022	Change
Revenue	$237,418	$-22,855	-11.4%
Expenses	$106,469	$98,510	+0.1%
Net Income	$130,949	$-121,365	-2.1%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANN BURKHART	BOARD OF TRU	10.00	Director	$0	$0	$0
REBECCA CARR	BOARD OF TRU	0.50	Director	$0	$0	$0
PETER CULTICE	PRESIDENT	8.00	Officer Director	$0	$0	$0
GARY FELUMLEE	BOARD OF TRU	1.00	Director	$0	$0	$0
JAMES GEYER	BOARD OF TRU	1.00	Director	$0	$0	$0
LARISA HARPER	BOARD OF TRU	1.00	Director	$0	$0	$0
MATTHEW HARPER	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
OLIVIA HIMMELSPACH	BOARD OF TRU	0.50	Director	$0	$0	$0
JANET JAMES	SECRETARY	4.00	Officer Director	$0	$0	$0
ROBERT JENKINS	BOARD OF TRU	0.50	Director	$0	$0	$0
CHARLOTTE MCELROY	TREASURER	10.00	Officer Director	$0	$0	$0
JEANNIE MCGLADE	BOARD OF TRU	0.50	Director	$0	$0	$0
DALE SCHWARTZMILLER	BOARD OF TRU	5.00	Director	$0	$0	$0
DAVID TAYLOR	CURATOR	25.00	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	$237,418	$106,469	$1,251,103	$130,949
2022	$-22,855	$98,510	$1,122,105	$-121,365
2021	$360,706	$76,769	$1,243,188	$283,937
2020	$139,362	$70,454	$958,498	$68,908
2019	$188,159	$84,425	$889,781	$103,734
2018	$37,384	$92,559	$786,009	$-55,175

PIONEER & HISTORICAL SOCIETY OF MUSKINGUM COUNTY OHIO