MARTIN COUNTY HISTORICAL SOCIETY (EIN 410824189) - 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

1954

Legal Domicile

Principal Officer

LIZ WHEELER

Phone

5072355178

Tax Period

2024-09-01 to 2025-08-31

MARTIN COUNTY HISTORICAL SOCIETY, founded in 1954, is a small nonprofit in the Arts, Culture & Humanities sector that reported $528K in total revenue in fiscal year 2024. Revenue surged 172% from the prior year, signaling strong growth momentum. The organization ran a surplus of $159K, a strong 30% operating margin.

Mission

SEE PAGE 2, PART III, LINE 1.

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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 $399,740

Program Service Revenue $2,910

Investment Income $119,311

Other Revenue $5,941

TOTAL REVENUE $527,902

Expense Breakdown

Grants Paid $0

Salaries & Benefits $148,127

Fundraising Expenses $10,146

Program Expenses $306,804

Other Expenses $220,759

TOTAL EXPENSES $368,886

Year-over-Year Comparison

	2024	2023	Change
Revenue	$527,902	$194,149	+1.7%
Expenses	$368,886	$306,174	+0.2%
Net Income	$159,016	$-112,025	-2.4%

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

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
LIZ WHEELER	PRESIDENT	1.00	Officer	$0	$0	$0
HARLAN GORATH	VICE PRESIDE	1.00	Officer	$0	$0	$0
BOB MILLETTE	TREASURER	1.00	Officer	$0	$0	$0
RHONDA RUDOLPH	SECRETARY	1.00	Officer	$0	$0	$0
STEPHANIE BUSIAHN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF SAUER	DIRECTOR	1.00	Director	$0	$0	$0
CINDY VIESSELMAN	DIRECTOR	1.00	Director	$0	$0	$0
JEFF ROUSE	DIRECTOR	1.00	Director	$0	$0	$0
KATHY SMITH	DIRECTOR	1.00	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	$527,902	$368,886	$3,186,722	$159,016
2024	$194,149	$306,174	$2,949,353	$-112,025
2023	$259,355	$314,722	$2,803,568	$-55,367
2022	$339,399	$274,597	$2,847,957	$64,802
2021	$301,595	$210,053	$3,073,198	$91,542
2020	$210,223	$220,717	$2,747,217	$-10,494
2019	$196,145	$216,232	$2,753,201	$-20,087

MARTIN COUNTY HISTORICAL SOCIETY