Shelby County Historical Society (EIN 356042230) - 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

1951

Legal Domicile

Phone

3173924634

Tax Period

2024-01-01 to 2024-12-31

Shelby County Historical Society, founded in 1951, is a small nonprofit in the Arts, Culture & Humanities sector that reported $171K in total revenue in fiscal year 2024. Revenue surged 164% from the prior year, signaling strong growth momentum. Expenses of $154K left a modest 10% surplus.

Mission

The education of the public on Shelby County 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 $126,067

Program Service Revenue $0

Investment Income $23,376

Other Revenue $21,585

TOTAL REVENUE $171,028

Expense Breakdown

Grants Paid $0

Salaries & Benefits $79,330

Fundraising Expenses $4,922

Program Expenses $20,192

Other Expenses $74,891

TOTAL EXPENSES $154,221

Year-over-Year Comparison

	2024	2023	Change
Revenue	$171,028	$64,771	+1.6%
Expenses	$154,221	$144,907	+0.1%
Net Income	$16,807	$-80,136	-1.2%

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

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

$43,269

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sarah Richardt	Executive Dir.	40.00	Director	$43,269	$0	$43,269
Maria Rude	Trustee	1.00	Director	$0	$0	$0
Judy Kuhn	Trustee	1.00	Director	$0	$0	$0
Caroline Buse	Trustee	1.00	Director	$0	$0	$0
Monica Lutes	Trustee	1.00	Director	$0	$0	$0
Bill Nicholson	Trustee	1.00	Director	$0	$0	$0
Sara Goedde	Trustee	1.00	Director	$0	$0	$0
Sarah Watson	Trustee	1.00	Director	$0	$0	$0
Trent Meltzer	President	1.00	Officer	$0	$0	$0
Carter Hall	Vice President	1.00	Officer	$0	$0	$0
Jenna Martin	Secretary	1.00	Officer	$0	$0	$0
Noah Henderson	Treasurer	1.00	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
2024	$171,028	$154,221	$1,380,644	$16,807
2023	$64,771	$144,907	$1,335,901	$-80,136
2022	$383,745	$172,555	$1,256,349	$211,190
2021	$81,806	$146,402	$1,205,878	$-64,596
2020	$97,305	$130,099	$1,210,084	$-32,794
2019	$58,346	$137,540	$1,177,151	$-79,194
2018	$43,484	$154,320	$1,199,547	$-110,836

Shelby County Historical Society