IOLA HISTORICAL SOCIETY (EIN 391367891) - 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

1995

Legal Domicile

Principal Officer

CLIFF MISHLER

Phone

7154454652

Tax Period

2024-01-01 to 2024-12-31

IOLA HISTORICAL SOCIETY, founded in 1995, is a micro nonprofit that reported $34K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. The organization ran a surplus of $14K, a strong 41% operating margin.

Mission

TO EDUCATE, PROMOTE AND PRESERVE HISTORICAL AND CULTURAL ARTIFACTS, INFORMATION, AND STRUCTURES PERTINENT TO THE LOCAL AREA.

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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 $39,175

Program Service Revenue $0

Investment Income $13

Other Revenue $-5,213

TOTAL REVENUE $33,975

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $20,141

Other Expenses $20,141

TOTAL EXPENSES $20,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$33,975	$40,371	-0.2%
Expenses	$20,141	$17,093	+0.2%
Net Income	$13,834	$23,278	-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

193

Independent Members

193

Employees

N/A

Volunteers

N/A

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
CHARLES THOMPSON	DIRECTOR	3.00	Director	$0	$0	$0
BONNIE PETHKE	DIRECTOR	1.00	Director	$0	$0	$0
SARAH ABRAMSON	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BERTELSON	SECRETARY	1.00	Officer	$0	$0	$0
CLIFF MISHLER	PRESIDENT	2.50	Officer	$0	$0	$0
GEORGE CUHAJ	TREASURER	3.00	Officer	$0	$0	$0
LEE HALVORSON	V PRESIDENT	1.50	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	$33,975	$20,141	$1,055,627	$13,834
2023	$40,371	$17,093	$1,037,882	$23,278
2022	$39,381	$17,625	$1,017,598	$21,756
2021	$54,583	$14,863	$1,048,775	$39,720
2020	$36,421	$12,387	$1,033,097	$24,034
2019	$50,642	$13,619	$1,031,928	$37,023
2018	$13,279	$38,408	$1,019,167	$-25,129

IOLA HISTORICAL SOCIETY