WATERLOO AREA HISTORICAL SOCIETY (EIN 382083275) - 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

1962

Legal Domicile

Principal Officer

CHAD KINCH

Phone

5175962254

Tax Period

2024-01-01 to 2024-12-31

WATERLOO AREA HISTORICAL SOCIETY, founded in 1962, is a small nonprofit in the Arts, Culture & Humanities sector that reported $140K in total revenue in fiscal year 2024. The organization ran a surplus of $35K, a strong 25% operating margin.

Mission

TO EDUCATE ADULTS AND CHILDREN IN THE WAYS OF PIONEER FARM LIFE AND SCHOOLING THROUGH EDUCATIONAL PROGRAMS AND EVENTS.

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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 $92,581

Program Service Revenue $47,074

Investment Income $604

Other Revenue $0

TOTAL REVENUE $140,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,627

Other Expenses $104,850

TOTAL EXPENSES $104,850

Year-over-Year Comparison

	2024	2023	Change
Revenue	$140,259	$140,822	0.0%
Expenses	$104,850	$62,001	+0.7%
Net Income	$35,409	$78,821	-0.6%

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
JIM HUNT	TRUSTEE	2.00	Director	$0	$0	$0
BUTCH RICHMOND	TRUSTEE	2.00	Director	$0	$0	$0
JENNY SMITH	TRUSTEE	2.00	Director	$0	$0	$0
DAVE WILSON	TRUSTEE	5.00	Director	$0	$0	$0
BRIAN DEWEY	PRESIDENT	5.00	Officer	$0	$0	$0
DENISE FRAHM	SECRETARY	2.00	Officer	$0	$0	$0
ARLENE KAISER	PRESIDENT &	5.00	Officer	$0	$0	$0
CHAD KINCH	PRESIDENT	5.00	Officer	$0	$0	$0
RAE PIERCE	VICE PRESIDE	1.00	Officer	$0	$0	$0
KIM TITUS	VICE PRESIDE	5.00	Officer	$0	$0	$0
COLLEEN VEDRO	TREASURER	4.00	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	$140,259	$104,850	$1,937,541	$35,409
2023	$140,822	$62,001	$1,902,132	$78,821
2022	$96,608	$61,847	$1,823,311	$34,761
2021	$65,390	$38,360	$1,798,310	$27,030
2020	$48,821	$35,262	$1,781,870	$13,559
2019	$57,502	$44,871	$1,747,961	$12,631
2018	$44,478	$51,079	$1,735,330	$-6,601

WATERLOO AREA HISTORICAL SOCIETY