MONROE COUNTY HISTORICAL SOCIETY (EIN 381377728) - 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

1939

Legal Domicile

Principal Officer

WILLIAM SAUL

Phone

7347550968

Tax Period

2024-01-01 to 2024-12-31

MONROE COUNTY HISTORICAL SOCIETY, founded in 1939, is a small nonprofit that reported $103K in total revenue in fiscal year 2024. Revenue surged 133% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 54% operating margin.

Mission

PRESERVATION, RESTORATION AND ACQUISITION OF HISTORICAL SITES AND ARTIFACTS LOCATED AND RELATING TO THE HISTORY OF MONROE COUNTY AND PROMOTE LOCAL 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 (2024)

Revenue Breakdown

Contributions & Grants $23,336

Program Service Revenue $14,400

Investment Income $64,953

Other Revenue $0

TOTAL REVENUE $102,689

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,224

Other Expenses $47,468

TOTAL EXPENSES $47,468

Year-over-Year Comparison

	2024	2023	Change
Revenue	$102,689	$44,065	+1.3%
Expenses	$47,468	$108,798	-0.6%
Net Income	$55,221	$-64,733	-1.9%

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
CHASE BLACKWELL	DIRECTOR	1.00	Director	$0	$0	$0
CONNIE BORIS	DIRECTOR	1.00	Director	$0	$0	$0
JAMES CRAMMOND	DIRECTOR	1.00	Director	$0	$0	$0
JACOB HECK	DIRECTOR	1.00	Director	$0	$0	$0
DAVE INGALL	DIRECTOR	1.00	Director	$0	$0	$0
ANNE KLEINOW	TREASURER	1.00	Officer Director	$0	$0	$0
JERRY KOVACH	SECRETARY	1.00	Officer Director	$0	$0	$0
CHRISTINE KULL	1ST VICE PRE	1.00	Officer Director	$0	$0	$0
JEANNE MICKA	2ND VICE PRE	1.00	Officer Director	$0	$0	$0
KOJO QUATREY	DIRECTOR	1.00	Director	$0	$0	$0
JAMES RYLAND	DIRECTOR	1.00	Director	$0	$0	$0
WILLIAM SAUL	PRESIDENT	10.00	Officer Director	$0	$0	$0
MATTHEW SWITLIK	DIRECTOR	1.00	Director	$0	$0	$0
GARY VAJCNER	DIRECTOR	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	$102,689	$47,468	$1,408,996	$55,221
2023	$44,065	$108,798	$1,324,232	$-64,733
2022	$54,557	$56,390	$1,281,690	$-1,833
2021	$81,699	$39,628	$1,458,678	$42,071
2020	$78,699	$23,910	$1,357,215	$54,789
2019	$62,160	$28,029	$1,219,371	$34,131
2018	$39,795	$39,313	$1,116,098	$482

MONROE COUNTY HISTORICAL SOCIETY