TRUMBULL COUNTY HISTORICAL SOC

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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

Principal Officer

LISA RAMSEY

Phone

3303944653

Tax Period

2024-01-01 to 2024-12-31

TRUMBULL COUNTY HISTORICAL SOC is a small nonprofit that reported $839K in total revenue in fiscal year 2024. The organization ran a surplus of $307K, a strong 37% operating margin.

Mission

THE TRUMBULL COUNTY HISTORICAL SOCIETY HAS THE MISSION OF PROMOTING THE HISTORY OF TRUMBULL COUNTY THROUGH EVENTS, TOURS, ADVERTISING ETC

Program Service Accomplishments

Program 1

Expenses: $532,646 Revenue: $839,242

THE TRUMBULL COUNTY HISTORICAL SOCIETY EFFECTIVELY PROMOTED THE

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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 $763,912

Program Service Revenue $51,182

Investment Income $101

Other Revenue $24,047

TOTAL REVENUE $839,242

Expense Breakdown

Grants Paid $1,643

Salaries & Benefits $216,354

Fundraising Expenses $0

Program Expenses $532,646

Other Expenses $314,649

TOTAL EXPENSES $532,646

Year-over-Year Comparison

	2024	2023	Change
Revenue	$839,242	$880,592	0.0%
Expenses	$532,646	$476,192	+0.1%
Net Income	$306,596	$404,400	-0.2%

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

N/A

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
JACQUELINE SHA	PRESIDENT	2	Director	$0	$0	$0
TAMI CANDELLA	VP	10	Director	$0	$0	$0
JAN VAUGHN	SECRETARY	2	Director	$0	$0	$0
TERI LACY	TREASURER	2	Director	$0	$0	$0
MEGHAN REED	DIRECTOR	40	Director	$0	$0	$0
MATTHEW RIES	TRUSTEE	2	Director	$0	$0	$0
MITZI SABELLA	TRUSTEE	2	Director	$0	$0	$0
DAN MACHUZAK	TRUSTEE	2	Director	$0	$0	$0
KYLE PHILLIPS	TRUSTEE	2	Director	$0	$0	$0
WILLIAM BRYANT	TRUSTEE	2	Director	$0	$0	$0
MATTHEW THOMPS	TRUSTEE	2	Director	$0	$0	$0
SUSAN TIETZ	TRUSTEE	2	Director	$0	$0	$0
BRUCE GUMP	TRUSTEE	2	Director	$0	$0	$0
JAKE JONES	TRUSTEE	2	Director	$0	$0	$0
LISA RAMSEY	TRUSTEE	2	Director	$0	$0	$0
JULIE GREEN	PAST PRESIDENT	2	Director	$0	$0	$0
ROY YANCEY	TRUSTEE	2	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	$839,242	$532,646	$1,128,784	$306,596
2023	$880,592	$476,192	$822,188	$404,400
2022	$291,088	$220,187	$370,505	$70,901
2021	$253,033	$167,665	$217,209	$85,368
2020	$253,114	$266,110	$214,196	$-12,996