WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION INC (EIN 391978351) - 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

Legal Domicile

Principal Officer

DERRICK HUBBARD

Phone

2623354678

Tax Period

2024-01-01 to 2024-12-31

WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION INC is a small nonprofit in the Arts, Culture & Humanities sector that reported $524K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $253K, a strong 48% operating margin.

Mission

TO SUPPORT THE MISSION OF THE WASHINGTON COUNTY HISTORICAL SOCIETY, INC.

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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 $303,783

Program Service Revenue $0

Investment Income $219,314

Other Revenue $1,000

TOTAL REVENUE $524,097

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $263,259

Other Expenses $270,971

TOTAL EXPENSES $270,971

Year-over-Year Comparison

	2024	2023	Change
Revenue	$524,097	$480,498	+0.1%
Expenses	$270,971	$581,991	-0.5%
Net Income	$253,126	$-101,493	-3.5%

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

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
FRANK CARR	PRESIDENT	3.00	Officer Director	$0	$0	$0
LISA HAMMER	SECRETARY	3.00	Officer Director	$0	$0	$0
JOEL HERRIGES	DIRECTOR	1.00	Director	$0	$0	$0
DERRICK HUBBARD	TREASURER	3.00	Officer Director	$0	$0	$0
MARILYN MERTEN	EMERITUS DIR	N/A	Director	$0	$0	$0
KEN MILLER	EMERITUS DIR	N/A	Director	$0	$0	$0
ATTY ISAIAH RICHIE	DIRECTOR	1.00	Director	$0	$0	$0
MARCIA THEUSCH	EMERITUS DIR	N/A	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
2025	No data	No data	No data	No data
2024	$524,097	$270,971	$7,185,978	$253,126
2023	$480,498	$581,991	$6,528,683	$-101,493
2022	$351,737	$200,724	$6,240,646	$151,013
2021	$599,035	$114,869	$7,485,317	$484,166
2020	$2,517,184	$133,769	$3,733,894	$2,383,415
2019	$188,294	$78,836	$1,217,628	$109,458
2018	$93,466	$9,827	$949,904	$83,639

WASHINGTON COUNTY HISTORICAL SOCIETY FOUNDATION INC