IROQUOIS COUNTY HISTORICAL SOCIETY

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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

1967

Legal Domicile

Principal Officer

Diane Gagnon

Phone

8154322215

Tax Period

2025-01-01 to 2025-12-31

IROQUOIS COUNTY HISTORICAL SOCIETY, founded in 1967, is a small nonprofit that reported $170K in total revenue in fiscal year 2025. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $35K, a strong 21% operating margin.

Mission

Preserve the 1866 county courthouse; preserve and promote local history.

Program Service Accomplishments

Program 1

Expenses: $26,782 Revenue: $25,477

Conduct genealogy research for individuals and assist others with their research; provide and store information and materials for research. We served 325 people via emails, web site, letters and...

Conduct genealogy research for individuals and assist others with their research; provide and store information and materials for research. We served 325 people via emails, web site, letters and personal visits, providing copies of records, obituaries, etc.

Program 2

Expenses: $4,464 Revenue: $385

Put on programs covering topics relevant to society patrons: "one-on-one" workshops for genealogical research, conducted a local cemetery walk, hosted programs on doing genealogy research, history of...

Program 3

Expenses: $58,029 Revenue: $823

Operating and maintaining the historical building while maintaining and displaying memorabilia of local history. Approximately 650 visitors came through the museum during the year. Building is...

Operating and maintaining the historical building while maintaining and displaying memorabilia of local history. Approximately 650 visitors came through the museum during the year. Building is usually open Monday through Friday, six hours per day, as well as the first Sunday of the month for three hours.

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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 $77,028

Program Service Revenue $26,665

Investment Income $32,775

Other Revenue $33,042

TOTAL REVENUE $169,510

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,717

Fundraising Expenses $19,768

Program Expenses $89,275

Other Expenses $113,346

TOTAL EXPENSES $134,063

Year-over-Year Comparison

	2025	2024	Change
Revenue	$169,510	$136,553	+0.2%
Expenses	$134,063	$73,445	+0.8%
Net Income	$35,447	$63,108	-0.4%

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
Susan Bence	board member	2	Director	$0	$0	$0
Mitchell Bence	Board member	2	Director	$0	$0	$0
Jonathan LeSage	board member	1	Director	$0	$0	$0
Kim Rabe	Board member	2	Director	$0	$0	$0
Justin Rogers	Board member	2	Director	$0	$0	$0
Jim Ulfers	board member	1	Director	$0	$0	$0
Vicki Webster	Board Member	2	Director	$0	$0	$0
Catherine Williams	board member	30	Director	$0	$0	$0
Dan Yates	board member	1	Director	$0	$0	$0
Eileen Burns	Genealogy representative	0.5	Director	$0	$0	$0
Robert Harwood	Treasurer	4	Officer Director	$0	$0	$0
Jody Munsterman	Vice president	1	Officer Director	$0	$0	$0
Diane Gagnon	President	35	Officer Director	$0	$0	$0
Stephanie Bowers	Secretary	10	Officer 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	$169,510	$134,063	$1,127,156	$35,447
2024	$136,553	$73,445	$1,093,584	$63,108
2023	$121,174	$260,732	$1,030,476	$-139,558
2022	$636,621	$202,218	$1,169,929	$434,403
2021	$144,317	$75,098	$735,377	$69,219
2020	$116,624	$111,605	$666,646	$5,019
2019	$174,029	$126,279	$655,003	$47,750
2018	$113,144	$159,534	$608,053	$-46,390