PORTAGE COUNTY HISTORICAL SOCIETY INC (EIN 391266236) - 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

1952

Legal Domicile

Tax Period

2024-01-01 to 2024-12-31

PORTAGE COUNTY HISTORICAL SOCIETY INC, founded in 1952, is a small nonprofit in the Arts, Culture & Humanities sector that reported $194K in total revenue in fiscal year 2024. Expenses of $173K left a modest 11% surplus.

Mission

HISTORIC EDUCATION AND PRESERVATION

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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 $152,193

Program Service Revenue $15,809

Investment Income $30,319

Other Revenue $-3,844

TOTAL REVENUE $194,477

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,891

Fundraising Expenses $884

Program Expenses $161,216

Other Expenses $77,447

TOTAL EXPENSES $173,338

Year-over-Year Comparison

	2024	2023	Change
Revenue	$194,477	$188,224	+0.0%
Expenses	$173,338	$153,366	+0.1%
Net Income	$21,139	$34,858	-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

N/A

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
MARY BETH ANDAY	DIRECTOR	1.00	Director	$0	$0	$0
DAVID COULTHURST	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS DOUBEK	VICE PRESIDENT	1.00	Director	$0	$0	$0
MARY EGLE	DIRECTOR	1.00	Director	$0	$0	$0
CORY HAALA	DIRECTOR	1.00	Director	$0	$0	$0
SARENA MELOTTE	DIRECTOR	1.00	Director	$0	$0	$0
BEVERLY WEST	DIRECTOR	1.00	Director	$0	$0	$0
CARL WHITTAKER	DIRECTOR	1.00	Director	$0	$0	$0
BARRY CALNAN	DIRECTOR	1.00	Director	$0	$0	$0
ROB MANZKE	DIRECTOR	1.00	Director	$0	$0	$0
MALORIE PAINE	DIRECTOR	1.00	Director	$0	$0	$0
CAROL VLEESHOUWERS	DIRECTOR	1.00	Director	$0	$0	$0
KATHY FANDRE	TREASURER	1.00	Officer Director	$0	$0	$0
ERIK MCFARLAND	PRESIDENT	1.00	Officer Director	$0	$0	$0
JIM ABREDERIS	DIRECTOR	1.00	Officer	$0	$0	$0
TIM SIEBERT	PAST PRESIDENT	10.00	Officer	$0	$0	$0
LORRY WALTERS	SECRETARY	1.00	Officer	$0	$0	$0
JOHN HARRY	EXECUTIVE DIRECTOR	40.00	Key Emp	$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	No data	No data	No data	No data
2024	$194,477	$173,338	$663,030	$21,139
2023	$188,224	$153,366	$639,984	$34,858
2022	$143,775	$128,829	$672,928	$14,946
2021	$106,039	$66,550	$657,298	$39,489
2020	$84,047	$142,644	$617,809	$-58,597
2019	$264,526	$113,463	$676,406	$151,063
2018	$71,290	$29,460	$525,343	$41,830

PORTAGE COUNTY HISTORICAL SOCIETY INC