WASHINGTON COUNTY HISTORICAL SOCIETY (EIN 356063713) - 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

1910

Legal Domicile

Principal Officer

SARA DAY

Tax Period

2023-01-01 to 2023-12-31

WASHINGTON COUNTY HISTORICAL SOCIETY, founded in 1910, is a small nonprofit in the Arts, Culture & Humanities sector that reported $302K in total revenue in fiscal year 2023. Revenue surged 107% from the prior year, signaling strong growth momentum. The organization ran a surplus of $90K, a strong 30% operating margin.

Mission

LOCAL MUSEUM AND HISTORICAL SOCIETY

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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 $257,403

Program Service Revenue $13,194

Investment Income $895

Other Revenue $30,105

TOTAL REVENUE $301,597

Expense Breakdown

Grants Paid $0

Salaries & Benefits $94,343

Fundraising Expenses $0

Program Expenses $211,555

Other Expenses $117,212

TOTAL EXPENSES $211,555

Year-over-Year Comparison

	2023	2022	Change
Revenue	$301,597	$145,418	+1.1%
Expenses	$211,555	$199,402	+0.1%
Net Income	$90,042	$-53,984	-2.7%

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

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
NINA D MOTSINGER	DIRECTOR	5.00	Director	$0	$0	$0
FRANK NEWKIRK Jr	DIRECTOR	0.00	Director	$0	$0	$0
KATHY WADE	DIRECTOR	5.00	Director	$0	$0	$0
JUDY HARPER	DIRECTOR	20.00	Director	$0	$0	$0
KATRINA HUMPHREY	TREASURER	0.00	Officer Director	$0	$0	$0
SANDI WOODWARD	SECRETARY	0.00	Officer Director	$0	$0	$0
DEAN RATTS	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
SARA DAY	PRESIDENT	5.00	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	$301,597	$211,555	$1,480,684	$90,042
2022	$145,418	$199,402	$1,391,008	$-53,984
2021	$400,785	$153,298	$1,446,952	$247,487
2020	$345,994	$233,207	$1,210,011	$112,787
2019	$142,403	$204,310	$1,081,978	$-61,907
2018	$182,189	$199,195	$1,143,640	$-17,006

WASHINGTON COUNTY HISTORICAL SOCIETY