SHELBY COUNTY HISTORICAL SOCIETY

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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

1982

Legal Domicile

Principal Officer

Dave Russell

Phone

9374981658

Tax Period

2025-01-01 to 2025-12-31

SHELBY COUNTY HISTORICAL SOCIETY, founded in 1982, is a small nonprofit that reported $751K in total revenue in fiscal year 2025. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $300K, a strong 40% operating margin.

Mission

To actively engage and educate our community to preserve and promote local history

Program Service Accomplishments

Program 1

Expenses: $264,046 Revenue: $199,217

Operations to house, display and preserve local historical articles. To conduct programs and special events regarding local history.

Program 2

Expenses: $82,666 Revenue: $13,530

To conduct programs and events to educate and and stimulate interest in local 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 (2025)

Revenue Breakdown

Contributions & Grants $723,976

Program Service Revenue $3,976

Investment Income $37,494

Other Revenue $-14,628

TOTAL REVENUE $750,818

Expense Breakdown

Grants Paid $0

Salaries & Benefits $205,517

Fundraising Expenses $40,301

Program Expenses $346,712

Other Expenses $245,100

TOTAL EXPENSES $450,617

Year-over-Year Comparison

	2025	2024	Change
Revenue	$750,818	$504,963	+0.5%
Expenses	$450,617	$498,394	-0.1%
Net Income	$300,201	$6,569	+44.7%

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
MATILDA PHLIPOT	DIRECTOR	40	Highest	$66,437	$0	$66,437
LINDA DEVELIS	TRUSTEE	2	Director	$0	$0	$0
LaTrisha Reed	TRUSTEE	2	Director	$0	$0	$0
DARLENE ROLL	TRUSTEE	2	Director	$0	$0	$0
PHIL ABBOTT	TRUSTEE	4	Director	$0	$0	$0
SCOTT SMITH	TRUSTEE	2	Director	$0	$0	$0
JOHN BERTSCH	TRUSTEE	4	Director	$0	$0	$0
TERESA DITMER	TRUSTEE	2	Director	$0	$0	$0
JOSEPH CHRISMAN	TRUSTEE	3	Director	$0	$0	$0
JULIE GILARDI	PRESIDENT	12	Officer	$0	$0	$0
FAYE SPANGLER	VICE PRESIDENT	8	Officer	$0	$0	$0
DAVE RUSSELL	TREASURER	6	Officer	$0	$0	$0
ROGER LENTZ	SECRETARY	2	Officer	$0	$0	$0
RICHARD WALLACE	CO-SECRETARY	2	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
2025	$750,818	$450,617	$3,035,179	$300,201
2024	$504,963	$498,394	$2,712,381	$6,569
2023	$757,205	$364,779	$2,691,960	$392,426
2022	$862,904	$272,199	$2,285,854	$590,705
2021	$824,822	$216,638	$1,911,325	$608,184
2020	$361,916	$186,647	$1,113,283	$175,269
2019	$179,448	$211,665	$953,905	$-32,217
2018	$260,202	$183,415	$1,003,229	$76,787