PEORIA HISTORICAL SOCIETY (EIN 376041637) - 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

1934

Legal Domicile

Principal Officer

SUSIE PAPENHAUSE

Phone

3096741921

Tax Period

2023-01-01 to 2023-12-31

PEORIA HISTORICAL SOCIETY, founded in 1934, is a small nonprofit that reported $258K in total revenue in fiscal year 2023. The organization ran a surplus of $42K, a strong 16% operating margin.

Mission

PRESERVE THE HISTORY OF CENTRAL ILLINOS AND TO PROMOTE THIS HISTORY THROUGH EDUCATION

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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 (2023)

Revenue Breakdown

Contributions & Grants $124,266

Program Service Revenue $110,365

Investment Income $19,439

Other Revenue $3,485

TOTAL REVENUE $257,555

Expense Breakdown

Grants Paid $0

Salaries & Benefits $104,859

Fundraising Expenses $0

Program Expenses $118,684

Other Expenses $111,185

TOTAL EXPENSES $216,044

Year-over-Year Comparison

	2023	2022	Change
Revenue	$257,555	$242,542	+0.1%
Expenses	$216,044	$182,992	+0.2%
Net Income	$41,511	$59,550	-0.3%

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
SUSIE PAPENHAUSE	PRESIDENT	8.00	Officer	$0	$0	$0
CLAYTON HILL	PAST PRESIDENT	5.00	Officer	$0	$0	$0
DOUG HAMILTON	TREASURER/INTERIM DIRECTOR	5.00	Officer	$0	$0	$0
JAROD MARTIS	SECRETARY	5.00	Officer	$0	$0	$0
ZACHARY OYLER	TRUSTEE	2.00	Officer	$0	$0	$0
EDWARD BARRY JR	TRUSTEE	1.00	Director	$0	$0	$0
SHELIA BREWSTER	TRUSTEE	1.00	Director	$0	$0	$0
JAMES KOSNER	TRUSTEE	1.00	Director	$0	$0	$0
KAYLA PHILLIPS BOERCKEL	TRUSTEE	1.00	Director	$0	$0	$0
LINDA HERRON	TRUSTEE	3.00	Director	$0	$0	$0
DEBRA DANT	TRUSTEE - DAR REGENT	1.00	Director	$0	$0	$0
JOHN HAVERHALLS	TRUSTEE EMERITUS	2.00	Director	$0	$0	$0
ANGELA ALLEN HENRY	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT MIDDLETON	TRUSTEE EMERITUS	1.00	Director	$0	$0	$0
BETH JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
LEANN JOHNSON	TRUSTEE	3.00	Director	$0	$0	$0
JIM JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
TRISHA NOACK	TRUSTEE	1.00	Director	$0	$0	$0
JIM CARBALLIDO	TRUSTEE	1.00	Director	$0	$0	$0
MARY HAMM	TRUSTEE	10.00	Director	$0	$0	$0
JAMES KOSNER	TRUSTEE	1.00	Director	$0	$0	$0
KATHY MA	TRUSTEE	2.00	Director	$0	$0	$0
GALE THETFORD	TRUSTEE	1.00	Director	$0	$0	$0
LIBBY TRONNES	TRUSTEE	1.00	Director	$0	$0	$0
RANDALL YELVERTON	TRUSTEE	1.00	Director	$0	$0	$0
ELIZABETH KLISE	EXECUTIVE DIRECTOR	35.50	Highest	$32,292	$0	$32,292
REAGAN LESLIE	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN SLATER	TRUSTEE	1.00	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
2024	No data	No data	No data	No data
2023	$257,555	$216,044	$685,403	$41,511
2022	$242,542	$182,992	$648,885	$59,550
2021	$373,786	$174,254	$617,822	$199,532
2020	$153,796	$161,112	$411,100	$-7,316
2019	$211,404	$197,547	$398,893	$13,857
2018	$179,545	$168,740	$369,833	$10,805

PEORIA HISTORICAL SOCIETY