HAMILTON COUNTY HISTORICAL SOCIETY

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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

1983

Principal Officer

VERNON YOUNG

Phone

3177700775

Tax Period

2023-01-01 to 2023-12-31

HAMILTON COUNTY HISTORICAL SOCIETY, founded in 1983, is a small nonprofit that reported $207K in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $244K exceeded revenue, resulting in a 18% operating deficit.

Mission

TO EDUCATE THE PUBLIC ABOUT THE HISTORY OF HAMILTON COUNTY, INDIANA AND TO PRESERVE HISTORIC STRUCTURES IN HAMLTON COUNTY, INDIANA

Program Service Accomplishments

Program 1

Expenses: $29,484

TO EDUCATE THE PUBLIC ABOUT THE HISTORY OF HAMILTON COUNTY, INDIANA AND TO PRESERVE HISTORIC STRUCTURES IN HAMLTON COUNTY, INDIANA

Program 2

Expenses: $214,278

HOSTING A BICENTENNIAL CELEBRATION TO CELEBRATE, REFLECT, REPRESENT AND COLLABORATE ON THE HISTORY OF HAMILTON COUNTY.

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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 $179,926

Program Service Revenue $23,423

Investment Income $3,791

Other Revenue $0

TOTAL REVENUE $207,140

Expense Breakdown

Grants Paid $58,088

Salaries & Benefits $11,626

Fundraising Expenses $0

Program Expenses $243,762

Other Expenses $174,048

TOTAL EXPENSES $243,762

Year-over-Year Comparison

	2023	2022	Change
Revenue	$207,140	$176,185	+0.2%
Expenses	$243,762	$111,979	+1.2%
Net Income	$-36,622	$64,206	-1.6%

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

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
DAN DUNHAM	DIRECTOR	N/A	Director	$0	$0	$0
BRYAN GLOVER	DIRECTOR	N/A	Director	$0	$0	$0
DAVID HEIGHWAY	DIRECTOR	N/A	Director	$0	$0	$0
NANCY MASSEY	DIRECTOR	N/A	Director	$0	$0	$0
SHARON MCMAHON	DIRECTOR	N/A	Director	$0	$0	$0
JANET PHILLIPS	DIRECTOR	N/A	Director	$0	$0	$0
J STANTON RENNER	DIRECTOR	N/A	Director	$0	$0	$0
DALE UNGER	DIRECTOR	N/A	Director	$0	$0	$0
DOROTHY YOUNG	DIRECTOR	N/A	Director	$0	$0	$0
SANDY LYNCH	SECRETARY	N/A	Officer	$0	$0	$0
KATHERINE MURRAY	VICE PRESIDE	N/A	Officer	$0	$0	$0
JESSICA PETTY	PRESIDENT	N/A	Officer	$0	$0	$0
VERNON YOUNG	TREASURER	N/A	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
2023	$207,140	$243,762	$248,797	$-36,622
2022	$176,185	$111,979	$284,948	$64,206