MORGAN COUNTY HISTORICAL SOCIETY FARMERS STATE BANK AND TRUST DEPT (EIN 371056913) - 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

1981

Legal Domicile

Phone

2174794042

Tax Period

2024-01-01 to 2024-12-31

MORGAN COUNTY HISTORICAL SOCIETY FARMERS STATE BANK AND TRUST DEPT, founded in 1981, is a micro nonprofit that reported $82K in total revenue in fiscal year 2018. Revenue grew 18% year-over-year, indicating healthy expansion. The organization ran a surplus of $34K, a strong 42% operating margin.

Mission

PRESERVE HISTORY OF COUNTY

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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 $82,562

Program Service Revenue $6,368

Investment Income $5,014

Other Revenue $0

TOTAL REVENUE $93,944

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,046

Other Expenses $52,927

TOTAL EXPENSES $52,927

Year-over-Year Comparison

	2024	2023	Change
Revenue	$93,944	$33,386	+1.8%
Expenses	$52,927	$55,520	0.0%
Net Income	$41,017	$-22,134	-2.9%

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
DAVID TRUESDELL	Director	1.00	Director	$0	$0	$0
CHAD BOEHLKE	Director	1.00	Director	$0	$0	$0
KAREN SIBERT	Director	1.00	Director	$0	$0	$0
DAVE TANNAHILL	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 CLOBURN	Director	1.00	Director	$0	$0	$0
BOB SIBERT	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
CHRIS ASHMORE	Vice President	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
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