RICE COUNTY HISTORICAL SOCIETY (EIN 411432857) - 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

1945

Legal Domicile

Principal Officer

CHARLOTTE JOHNSON

Phone

5073322121

Tax Period

2023-01-01 to 2023-12-31

RICE COUNTY HISTORICAL SOCIETY, founded in 1945, is a small nonprofit in the Arts, Culture & Humanities sector that reported $238K in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $55K, a strong 23% operating margin.

Mission

EDUCATING PUBLIC ON RICE COUNTY HISTORY

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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 (2023)

Revenue Breakdown

Contributions & Grants $201,666

Program Service Revenue $11,678

Investment Income $10,578

Other Revenue $13,705

TOTAL REVENUE $237,627

Expense Breakdown

Grants Paid $0

Salaries & Benefits $73,898

Fundraising Expenses $7,984

Program Expenses $130,138

Other Expenses $108,991

TOTAL EXPENSES $182,889

Year-over-Year Comparison

	2023	2022	Change
Revenue	$237,627	$210,309	+0.1%
Expenses	$182,889	$162,829	+0.1%
Net Income	$54,738	$47,480	+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

125

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
PAT CHAPPUIE	BOARD	2.00	Director	$0	$0	$0
ANDY EBLING	BOARD	2.00	Director	$0	$0	$0
CHARLENE ERICKSON-KNOX	BOARD	2.00	Director	$0	$0	$0
AMELIA FORD	BOARD	2.00	Director	$0	$0	$0
GERRY HOISINGTON	BOARD	2.00	Director	$0	$0	$0
DON HORA	BOARD	2.00	Director	$0	$0	$0
DAVE M SAURER JR	BOARD	2.00	Director	$0	$0	$0
JOAN MILLER	BOARD	2.00	Director	$0	$0	$0
GARY MOGREN	BOARD	2.00	Director	$0	$0	$0
PAT O'CONNOR	BOARD	2.00	Director	$0	$0	$0
RON PARKER	BOARD	2.00	Director	$0	$0	$0
LEROY ROCKMAN	BOARD	2.00	Director	$0	$0	$0
LUKE SARGENT	BOARD	2.00	Director	$0	$0	$0
MARIE TUMA	BOARD	2.00	Director	$0	$0	$0
DENNIS BLACKER	TREASURER	2.00	Officer	$0	$0	$0
CHARLOTTE JOHNSON	PRESIDENT	2.00	Officer	$0	$0	$0
BRIAN SCHMIDT	PAST PRESIDE	2.00	Officer	$0	$0	$0
PAULINE SCHREIBER	SECRETARY	2.00	Officer	$0	$0	$0
PETER WALDOCK	1ST VICE PRE	2.00	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	No data	No data	No data	No data
2023	$237,627	$182,889	$856,120	$54,738
2022	$210,309	$162,829	$764,615	$47,480
2021	$184,367	$151,243	$775,817	$33,124
2020	$277,515	$141,576	$711,153	$135,939
2019	$231,144	$150,035	$549,647	$81,109
2018	$167,340	$144,233	$433,511	$23,107

RICE COUNTY HISTORICAL SOCIETY