Glencoe Historical Society (EIN 366116602) - 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

1937

Legal Domicile

Principal Officer

Jeri Anne Darby

Phone

8478350040

Tax Period

2025-01-01 to 2025-12-31

Glencoe Historical Society, founded in 1937, is a small nonprofit that reported $201K in total revenue in fiscal year 2025. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $114K, a strong 56% operating margin.

Mission

The primary exempt purpose of the Glencoe Historical Society is to provide historical information regarding the development, peoples, businesses, culture, and events of Glencoe, IL

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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 (2025)

Revenue Breakdown

Contributions & Grants $150,887

Program Service Revenue $5,021

Investment Income $22,220

Other Revenue $23,045

TOTAL REVENUE $201,173

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $763

Program Expenses $77,642

Other Expenses $87,520

TOTAL EXPENSES $87,520

Year-over-Year Comparison

	2025	2024	Change
Revenue	$201,173	$149,521	+0.3%
Expenses	$87,520	$88,815	0.0%
Net Income	$113,653	$60,706	+0.9%

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

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
Karen Ettelson	Secretary	5.00	Officer Director	$0	$0	$0
Patrick Kaniff	Co-President	5.00	Officer Director	$0	$0	$0
Jeri Anne Darby	Co-President	5.00	Officer Director	$0	$0	$0
Tracy Kearney	Director	2.00	Director	$0	$0	$0
Tony Ruzicka	Treasurer	5.00	Officer Director	$0	$0	$0
John Carothers	Director	2.00	Director	$0	$0	$0
Hilde Wheeler Carter	Director	2.00	Director	$0	$0	$0
Joseph Coan	Director	2.00	Director	$0	$0	$0
Richard Cooper	Director	2.00	Director	$0	$0	$0
Margot Flanigan	Director	2.00	Director	$0	$0	$0
Ed Goodale	director	2.00	Director	$0	$0	$0
Peggy Hamil	Director	2.00	Director	$0	$0	$0
Betsy Campbell	Director	2.00	Director	$0	$0	$0
Scott Javore	Director	2.00	Director	$0	$0	$0
Karen Leeds	Director	2.00	Director	$0	$0	$0
Ed Olinger	Director	2.00	Director	$0	$0	$0
Mary Osimitz	Director	2.00	Director	$0	$0	$0
Michele Peifley Serio	Vice President	5.00	Officer Director	$0	$0	$0
Howard Siegel	Director	2.00	Director	$0	$0	$0
Ellen Shubart	director	2.00	Director	$0	$0	$0
Bob Wolfberg	Director	2.00	Director	$0	$0	$0
Vanessa Zoerb	Director	2.00	Director	$0	$0	$0
Carl Eklund	Director	2.00	Director	$0	$0	$0
Lois Eklund	director	2.00	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	$201,173	$87,520	$1,514,061	$113,653
2024	$149,521	$88,815	$1,374,246	$60,706
2023	$40,245	$71,251	$1,318,316	$-31,006
2022	$98,468	$97,125	$1,321,193	$1,343
2021	$105,721	$63,346	$1,352,570	$42,375
2020	$177,376	$42,922	$1,291,265	$134,454
2018	$41,717	$60,539	$1,169,370	$-18,822

Glencoe Historical Society