ELGIN AREA HISTORICAL SOCIETY (EIN 366161304) - 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

1961

Legal Domicile

Principal Officer

ANNE LOCASCIO

Phone

8477424248

Tax Period

2024-01-01 to 2024-12-31

ELGIN AREA HISTORICAL SOCIETY, founded in 1961, is a small nonprofit that reported $619K in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $384K, a strong 62% operating margin.

Mission

TO PROVIDE EDUCATION AND PRESERVATION OF ELGIN AREA HISTORICAL INTERESTS

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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 $235,043

Program Service Revenue $25,545

Investment Income $283,217

Other Revenue $74,934

TOTAL REVENUE $618,739

Expense Breakdown

Grants Paid $0

Salaries & Benefits $168,295

Fundraising Expenses $19,762

Program Expenses $195,593

Other Expenses $66,822

TOTAL EXPENSES $235,117

Year-over-Year Comparison

	2024	2023	Change
Revenue	$618,739	$351,883	+0.8%
Expenses	$235,117	$324,869	-0.3%
Net Income	$383,622	$27,014	+13.2%

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

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
ELIZABETH MARSTON	EXECUTIVE DIRECTOR	28.00	Highest	$60,667	$0	$60,667
ALAN WALTERS	PROGRAM COMMITTEE CHAIR	0.00	Director	$0	$0	$0
LAURA STROUD	DIRECTOR	0.00	Director	$0	$0	$0
RICKY HARRIS	DIRECTOR	0.00	Director	$0	$0	$0
JIM ANDERSON	DIRECTOR EMERITUS	0.00	Director	$0	$0	$0
JERRI BARNHART	DIRECTOR	0.00	Director	$0	$0	$0
BARRY DANIELSON	DIRECTOR EMERITUS	0.00	Director	$0	$0	$0
TERRY GABLE	DIRECTOR	0.00	Director	$0	$0	$0
RUDY GALFI	DIRECTOR	0.00	Director	$0	$0	$0
PAUL LARSON	DIRECTOR	0.00	Director	$0	$0	$0
SANDI MCCLURE	DIRECTOR	0.00	Director	$0	$0	$0
KRISILEE MURPHY	DIRECTOR	0.00	Director	$0	$0	$0
DENNIS ROXWORTHY	DIRECTOR	0.00	Director	$0	$0	$0
JIM TURNER	DIRECTOR	0.00	Director	$0	$0	$0
JERRY TURNQUIST	DIRECTOR	0.00	Director	$0	$0	$0
TISH CALHAMER	DIRECTOR	0.00	Director	$0	$0	$0
NICK FREEMAN	DIRECTOR	0.00	Director	$0	$0	$0
ELDA SIRRIDGE	DIRECTOR	0.00	Director	$0	$0	$0
MARIANNE BOST	DIRECTOR	0.00	Director	$0	$0	$0
MARY KEMERLING	DIRECTOR	0.00	Director	$0	$0	$0
TRICIA GROSSER	CORR SECRETARY	0.00	Officer Director	$0	$0	$0
BILL BRISKA	TREASURER	0.00	Officer	$0	$0	$0
JOHN DEVINE	VICE PRESIDENT	0.00	Officer	$0	$0	$0
ANNE LOCASCIO	PRESIDENT	0.00	Officer	$0	$0	$0
CHRISTEN SUNDQUIST	SECRETARY	0.00	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	$618,739	$235,117	$3,743,235	$383,622
2022	$376,681	$320,962	$2,920,584	$55,719
2019	$312,240	$239,882	$2,786,220	$72,358
2018	$2,239,806	$376,256	$2,532,538	$1,863,550

ELGIN AREA HISTORICAL SOCIETY