BROWN COUNTY HISTORICAL SOCIETY (EIN 356033422) - 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

1958

Legal Domicile

Principal Officer

ALICE LORENZ

Tax Period

2023-01-01 to 2023-12-31

BROWN COUNTY HISTORICAL SOCIETY, founded in 1958, is a small nonprofit in the Arts, Culture & Humanities sector that reported $171K in total revenue in fiscal year 2023. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $201K exceeded revenue, resulting in a 18% operating deficit.

Mission

THE MISSION OF THE BROWN COUNTY HISTORICAL SOCIETY IS TO COLLECT, PRESERVE, AND PRESENT THE HISTORY OF BROWN COUNTY, INDIANA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $119,048

Program Service Revenue $15,935

Investment Income $24,278

Other Revenue $11,250

TOTAL REVENUE $170,511

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $18,648

Other Expenses $200,842

TOTAL EXPENSES $200,842

Year-over-Year Comparison

	2023	2022	Change
Revenue	$170,511	$558,262	-0.7%
Expenses	$200,842	$191,040	+0.1%
Net Income	$-30,331	$367,222	-1.1%

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

125

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
JAMES WATKINS	BOARD MEMBER	0.00	Director	$0	$0	$0
GINNVOR BULLARD	MEMBERSHIP CHAIRMAN	0.00	Director	$0	$0	$0
MARK SHIELDS	BOARD MEMBER	0.00	Director	$0	$0	$0
KATHY EVANS	BOARD MEMBER	0.00	Director	$0	$0	$0
BECKY PATTON	BOARD MEMBER	0.00	Director	$0	$0	$0
VINCE MILNES	BOARD MEMBER	0.00	Director	$0	$0	$0
CATHY KAZIMIER	BOARD MEMBER	0.00	Director	$0	$0	$0
ROBERT COULTER	BOARD MEMBER	0.00	Director	$0	$0	$0
JEFF BARNES	BOARD MEMBER	0.00	Director	$0	$0	$0
BARBARA LIVESEY	CURATOR	0.00	Director	$0	$0	$0
EDNA P HOOVER	RECORDING SECRETARY	8.00	Officer Director	$0	$0	$0
NORMAN BULLARD	PRESIDENT	18.00	Officer Director	$0	$0	$0
TERRY SMITH	SECOND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ELLEN CARTER	CORRESPONDING SECRETARY	0.50	Officer Director	$0	$0	$0
ALICE LORENZ	TREASURER	8.00	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	No data	No data	No data	No data
2023	$170,511	$200,842	$6,737,124	$-30,331
2022	$558,262	$191,040	$6,767,455	$367,222
2021	$1,298,793	$173,222	$6,400,233	$1,125,571
2020	$89,511	$162,561	$5,274,662	$-73,050

BROWN COUNTY HISTORICAL SOCIETY