HISTORICAL SOCIETY OF SAGINAW COUNTY (EIN 382119592) - 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

1964

Legal Domicile

Principal Officer

JONATHAN WEBB

Phone

9897522861

Tax Period

2024-01-01 to 2024-12-31

HISTORICAL SOCIETY OF SAGINAW COUNTY, founded in 1964, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $1.3M left a modest 8% surplus.

Mission

THE HISTORICAL SOCIETY OF SAGINAW COUNTY IS COMMITTED TO SERVE THE COMMUNITY BY TELLING THE CONTINUING STORY OF THE PEOPLE OF THE SAGINAW REGION THROUGH EXPLORATION, PRESERVATION AND PRESENTATION OF THEIR HISTORICAL AND CULTURAL HERITAGE.

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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 $1,342,549

Program Service Revenue $21,065

Investment Income $80,901

Other Revenue $0

TOTAL REVENUE $1,444,515

Expense Breakdown

Grants Paid $114,953

Salaries & Benefits $819,461

Fundraising Expenses $282

Program Expenses $1,111,620

Other Expenses $395,237

TOTAL EXPENSES $1,329,651

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,444,515	$1,305,136	+0.1%
Expenses	$1,329,651	$1,162,439	+0.1%
Net Income	$114,864	$142,697	-0.2%

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

$108,406

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRAD JARVIS PHD	CHAIRPERSON	1.00	Officer Director	$0	$0	$0
TAMARA CARTER	VICE CHAIRPERSON	1.00	Officer Director	$0	$0	$0
KATHRYN GONZALES	SECRETARY	1.00	Officer Director	$0	$0	$0
AMY FRENCH PHD	TREASURER	1.00	Officer Director	$0	$0	$0
JACK TANY	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
BRYAN KONIECZKA	EXECUTIVE COMMITTEE	1.00	Director	$0	$0	$0
ROBERT EMERICH DMIN	DIRECTOR	1.00	Director	$0	$0	$0
HON ELIAN FICHTNER	DIRECTOR	1.00	Director	$0	$0	$0
JOAQUIN GUERRERO	DIRECTOR	1.00	Director	$0	$0	$0
CHIP HENDRICK	DIRECTOR	1.00	Director	$0	$0	$0
ALEX MIXTER	DIRECTOR	1.00	Director	$0	$0	$0
DORIAN PHELPS	DIRECTOR	1.00	Director	$0	$0	$0
LARRY RODARTE	DIRECTOR	1.00	Director	$0	$0	$0
DELENA SPATES-ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
JONATHAN WEBB	PRESIDENT & CEO	39.00	Officer	$99,740	$8,666	$108,406

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	$1,444,515	$1,329,651	$2,010,069	$114,864
2023	$1,305,136	$1,162,439	$1,835,081	$142,697
2022	$1,191,534	$1,158,387	$1,677,084	$33,147
2021	$1,278,498	$1,101,595	$1,645,608	$176,903
2020	$1,224,392	$1,110,348	$1,449,186	$114,044
2019	$1,591,408	$1,109,297	$1,326,258	$482,111
2018	$1,079,846	$1,040,027	$830,419	$39,819

HISTORICAL SOCIETY OF SAGINAW COUNTY