Allen County Historical Society (EIN 340867828) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1908

Legal Domicile

Phone

4192229426

Tax Period

2024-01-01 to 2024-12-31

Allen County Historical Society, founded in 1908, is a small nonprofit that reported $427K in total revenue in fiscal year 2024. The organization ran a surplus of $144K, a strong 34% operating margin.

Mission

To provide records, exhibits, programs and events of historic value for the public.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $193,893

Program Service Revenue $13,492

Investment Income $210,523

Other Revenue $9,544

TOTAL REVENUE $427,452

Expense Breakdown

Grants Paid $0

Salaries & Benefits $44,894

Fundraising Expenses $0

Program Expenses $135,320

Other Expenses $238,464

TOTAL EXPENSES $283,358

Year-over-Year Comparison

	2024	2023	Change
Revenue	$427,452	$430,986	0.0%
Expenses	$283,358	$325,264	-0.1%
Net Income	$144,094	$105,722	+0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

385

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
Michael Baker	Trustee	1.00	Director	$0	$0	$0
Betsy Billingsley	Trustee	1.00	Director	$0	$0	$0
Herb Lauer	Trustee	1.00	Director	$0	$0	$0
George D MacDonell	Trustee	1.00	Director	$0	$0	$0
Louis Markiewicz	Trustee	1.00	Director	$0	$0	$0
Jack Somerville	Trustee	1.00	Director	$0	$0	$0
Neil Winget	Trustee	1.00	Director	$0	$0	$0
Anne Decker	Trustee	1.00	Director	$0	$0	$0
Ruth Waggoner	Treasurer	2.00	Officer	$0	$0	$0
Jim Osmon	President	2.00	Officer	$0	$0	$0
Lawrence Huffman	Vice President	2.00	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	$427,452	$283,358	$5,779,041	$144,094
2023	$430,986	$325,264	$5,242,688	$105,722
2022	$284,750	$295,408	$5,061,063	$-10,658
2021	$325,864	$220,118	$5,428,844	$105,746
2020	$287,903	$217,397	$4,777,077	$70,506
2019	$258,601	$171,521	$4,742,609	$87,080
2018	$377,413	$186,239	$4,151,288	$191,174

Allen County Historical Society