Hardin County Genealogy Society A Chapter of Ohio (EIN 341358686) - 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

1982

Legal Domicile

Phone

4196744088

Tax Period

2024-01-01 to 2024-12-31

Hardin County Genealogy Society A Chapter of Ohio, founded in 1982, is a small nonprofit that reported $146K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $38K, a strong 26% operating margin.

Mission

Preserving our Past for our Future. The most significant activities are providing and preserving research documents such as cemetary readings, birth indexes, death indexes, county history, probate records, marriage records, and other historical documents related to genealogy.

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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 $135,186

Program Service Revenue $850

Investment Income $9,202

Other Revenue $528

TOTAL REVENUE $145,766

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $104,617

Other Expenses $107,453

TOTAL EXPENSES $107,453

Year-over-Year Comparison

	2024	2023	Change
Revenue	$145,766	$243,550	-0.4%
Expenses	$107,453	$208,866	-0.5%
Net Income	$38,313	$34,684	+0.1%

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

N/A

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
Carole Downey	Corresponding Secretary	5.00	Director	$0	$0	$0
Clayton Downey	Board Member	2.00	Director	$0	$0	$0
David Rish	Board Member	5.00	Director	$0	$0	$0
Kathy Hines	President	20.00	Officer Director	$0	$0	$0
William Evans	Vice President	10.00	Officer Director	$0	$0	$0
Doris Blum	Treasurer	10.00	Officer Director	$0	$0	$0
Ronda Cronley	Recording Secretary	5.00	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
2024	$145,766	$107,453	$268,486	$38,313
2023	$243,550	$208,866	$229,978	$34,684
2022	$132,730	$128,528	$195,499	$4,202
2021	$112,133	$119,887	$191,297	$-7,754
2020	$76,723	$82,828	$199,071	$-6,105
2019	$115,567	$97,069	$204,676	$18,498
2018	$89,025	$88,485	$186,178	$540

Hardin County Genealogy Society A Chapter of Ohio