Henry County Historical Society (EIN 362793910) - 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

1996

Legal Domicile

Principal Officer

Roy Swenson

Phone

3093709857

Tax Period

2024-03-01 to 2025-02-28

Henry County Historical Society, founded in 1996, is a micro nonprofit that reported $86K in total revenue in fiscal year 2024. Revenue surged 179% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 66% operating margin.

Mission

Museum established to preserve historical articles & display to the public

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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 $5,759

Program Service Revenue $0

Investment Income $79,948

Other Revenue $0

TOTAL REVENUE $85,707

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $29,087

TOTAL EXPENSES $29,087

Year-over-Year Comparison

	2024	2023	Change
Revenue	$85,707	$30,739	+1.8%
Expenses	$29,087	$29,634	0.0%
Net Income	$56,620	$1,105	+50.2%

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

N/A

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
Roy Swenson	President & Treasurer	1.00	Officer	$0	$0	$0
Kathy Edwards	Vice-President	0.50	Officer	$0	$0	$0
Lorna Dauw	Secretary	0.50	Officer	$0	$0	$0
Roger Anderson	Director	1.00	Director	$0	$0	$0
Sue Busenbark	Director	0.50	Director	$0	$0	$0
Dan Dauw	Director	0.50	Director	$0	$0	$0
Eldon Menken	Director	1.00	Director	$0	$0	$0
Sue Schulz	Director	0.50	Director	$0	$0	$0
Steve Kastorf	Director	N/A	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
2025	$85,707	$29,087	$1,084,471	$56,620
2024	$30,739	$29,634	$1,027,851	$1,105
2023	$32,672	$28,392	$942,352	$4,280
2022	$57,201	$29,031	$1,006,590	$28,170
2021	$21,478	$21,585	$967,820	$-107
2020	$44,609	$40,625	$870,640	$3,984
2019	$216,118	$29,436	$866,648	$186,682

Henry County Historical Society