HENRY 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

1970

Legal Domicile

Principal Officer

SUE BOCKELMAN

Phone

4195928006

Tax Period

2024-05-01 to 2025-04-30

HENRY COUNTY HISTORICAL SOCIETY, founded in 1970, is a micro nonprofit that reported $61K in total revenue in fiscal year 2024. The organization ran a surplus of $41K, a strong 68% operating margin.

Mission

THE ORGANIZATION COLLECTS, PRESERVES AND EXHIBITS RELICS AND ARTIFACTS AND HISTORICAL SITES WHICH ILLUSTRATE AND PROMOTE THE HISTORY OF HENRY COUNTY AND OHIO.

Program Service Accomplishments

Program 1

Expenses: $18,818

PRESERVATION AND PROMOTION OF NAPOLEON AND HENRY COUNTY OHIO 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 $30,421

Program Service Revenue $0

Investment Income $27,041

Other Revenue $3,578

TOTAL REVENUE $61,040

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,818

Other Expenses $19,781

TOTAL EXPENSES $19,781

Year-over-Year Comparison

	2024	2023	Change
Revenue	$61,040	N/A	N/A
Expenses	$19,781	N/A	N/A
Net Income	$41,259	N/A	N/A

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

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
SUE BOCKELMAN	SECRETARYTREASURER	5.00	Officer Director	$0	$0	$0
PEGGY JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
LAURA LAUSE	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN TILSE	PRESIDENT	2.00	Officer Director	$0	$0	$0
DAVID GILLILAND	VICE PRESIDENT	2.00	Officer Director	$0	$0	$0
AMY BAINS	TRUSTEE	1.00	Director	$0	$0	$0
KATIE MEYERS	TRUSTEE	1.00	Director	$0	$0	$0
SANDY SCHLOSSER	TRUSTEE	1.00	Director	$0	$0	$0
MARY WESCHE	TRUSTEE	1.00	Director	$0	$0	$0
ROSE WIEMKEN	TRUSTEE	1.00	Director	$0	$0	$0
SHARON FELLERS	TRUSTEE	1.00	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
2025	$61,040	$19,781	$1,052,958	$41,259
2024	$46,133	$11,579	$1,011,699	$34,554
2023	$11,778	$18,067	$977,145	$-6,289
2022	$20,418	$48,555	$983,434	$-28,137
2021	$82,825	$13,016	$1,011,571	$69,809
2020	$14,784	$15,275	$941,762	$-491
2019	$29,287	$20,285	$942,251	$9,002
2018	$36,534	$38,107	$933,249	$-1,573