White County Historical Society Inc

EIN: 351460825 501(c)(3) Arts, Culture & Humanities

Monticello, IN

Total Revenue
$68,005
Total Expenses
$44,861
Total Assets
$535,969
Net Assets
$535,095
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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
1979
Legal Domicile
IN
Principal Officer
Joshua Russell
Phone
5745834699
Tax Period
2025-01-01 to 2025-12-31

White County Historical Society Inc, founded in 1979, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $68K in total revenue in fiscal year 2025. The organization ran a surplus of $23K, a strong 34% operating margin.

Mission

Operates and maintains the White Co Indiana Historical Musuem at the address indicated on this form. It supports geneology research for the public. The facility and activities are fully open to the public all year long.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $35,982
Program Service Revenue $0
Investment Income $27,235
Other Revenue $4,788
TOTAL REVENUE $68,005

Expense Breakdown

Grants Paid $0
Salaries & Benefits $21,661
Fundraising Expenses $0
Other Expenses $23,200
TOTAL EXPENSES $44,861

Year-over-Year Comparison

2025 2024 Change
Revenue $68,005 N/A N/A
Expenses $44,861 N/A N/A
Net Income $23,144 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

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Governance

Voting Members
5
Independent Members
5
Employees
1
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
4
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
L A Clugh Director 0.00
Director
$0 $0 $0
David Shook Director 0.00
Director
$0 $0 $0
Deborah Green Treasurer 0.00
Officer
$0 $0 $0
Joshua Russell President 0.00
Officer
$0 $0 $0
Peggy Bryant Vice President 0.00
Officer
$0 $0 $0
Belinda Gutwein Secretary 0.00
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 $68,005 $44,861 $535,969 $23,144
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