APPLE CREEK HISTORICAL SOCIETY (EIN 341972705) - 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

2001

Legal Domicile

Principal Officer

BRIAN ORR

Phone

3302011745

Tax Period

2024-01-01 to 2024-12-31

APPLE CREEK HISTORICAL SOCIETY, founded in 2001, is a small nonprofit in the Arts, Culture & Humanities sector that reported $101K in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22K, a strong 22% operating margin.

Mission

LOCAL HISTORICAL SOCIETY

🔒

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 $90,492

Program Service Revenue $0

Investment Income $2,163

Other Revenue $7,900

TOTAL REVENUE $100,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,909

Other Expenses $78,117

TOTAL EXPENSES $78,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$100,555	$57,009	+0.8%
Expenses	$78,117	$78,790	0.0%
Net Income	$22,438	$-21,781	-2.0%

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

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
MIKE BUSS	TRUSTEE	N/A	Director	$0	$0	$0
BOB GEISER	VICE PRES /	N/A	Officer Director	$0	$0	$0
JULIE HUFFMAN	TRUSTEE	N/A	Director	$0	$0	$0
RODNEY MACKEY	TRUSTEE	N/A	Director	$0	$0	$0
BRIAN ORR	PRESIDENT /	N/A	Officer Director	$0	$0	$0
GARY RODGERS	TRUSTEE	N/A	Officer Director	$0	$0	$0
MARY ANN ROGERS	SECRETARY	N/A	Officer Director	$0	$0	$0
JOHN DANIEL SCHLABACH	TRUSTEE	N/A	Director	$0	$0	$0
KEN THOMAS	TRUSTEE	N/A	Director	$0	$0	$0
JEN WILES	TREASURER /	2.00	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	$100,555	$78,117	$1,417,024	$22,438
2023	$57,009	$78,790	$1,436,696	$-21,781
2022	$71,919	$72,404	$1,464,795	$-485
2021	$173,558	$68,607	$1,532,548	$104,951
2020	$33,315	$28,452	$1,310,405	$4,863
2019	$41,862	$29,540	$1,303,213	$12,322
2018	$667,097	$14,310	$1,287,407	$652,787

APPLE CREEK HISTORICAL SOCIETY