MORGAN COUNTY HISTORICAL SOCIETY F… - Form 990 Financial Data

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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

1981

Legal Domicile

Phone

2174794042

Tax Period

2025-01-01 to 2025-12-31

MORGAN COUNTY HISTORICAL SOCIETY FARMERS STATE BANK AND TRUST DEPT, founded in 1981, is a micro nonprofit that reported $64K in total revenue in fiscal year 2025. Revenue fell 32% from the prior year — a significant decline worth monitoring. Expenses of $58K left a modest 9% surplus.

Mission

PRESERVE HISTORY OF COUNTY

Program Service Accomplishments

Program 1

Expenses: $52,745 Revenue: $3,997

PRESERVING HISTORY

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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 $55,092

Program Service Revenue $3,997

Investment Income $4,688

Other Revenue $0

TOTAL REVENUE $63,777

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,745

Other Expenses $58,112

TOTAL EXPENSES $58,112

Year-over-Year Comparison

	2025	2024	Change
Revenue	$63,777	$93,944	-0.3%
Expenses	$58,112	$52,927	+0.1%
Net Income	$5,665	$41,017	-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
DAVID BLANCHETTE	Director	1.00	Director	$0	$0	$0
DANNY CURRIER	Director	1.00	Director	$0	$0	$0
CHUCK COLBURN	Director	1.00	Director	$0	$0	$0
PAT KENNEDY	Director	1.00	Director	$0	$0	$0
KAREN SIBERT	Director	1.00	Director	$0	$0	$0
DAVE TANNEHILL	Director	1.00	Director	$0	$0	$0
GREG OLSON	Director	1.00	Director	$0	$0	$0
CATHY GREEN	Director	1.00	Director	$0	$0	$0
LYNN COLBURN	Director	1.00	Director	$0	$0	$0
BOB SIBERT	President	1.00	Officer	$0	$0	$0
CHAD BOEHLKE	Vice President	1.00	Officer	$0	$0	$0
TERRY MAGGART	Secretary	1.00	Officer	$0	$0	$0
LAURA MARKS	Treasurer	1.00	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
2025	$63,777	$58,112	$1,362,141	$5,665
2024	$93,944	$52,927	$1,368,976	$41,017
2023	$33,386	$55,520	$1,350,459	$-22,134
2022	$67,594	$54,210	$1,387,593	$13,384
2021	$75,285	$40,499	$1,379,209	$34,786
2020	$36,833	$20,443	$1,349,423	$16,390
2019	$64,893	$28,221	$1,341,034	$36,672
2018	$82,022	$47,811	$1,311,861	$34,211

MORGAN COUNTY HISTORICAL SOCIETY FARMERS STATE BANK AND TRUST DEPT