Washington County Historical Society (EIN 416038333) - 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

1934

Legal Domicile

Principal Officer

David Lindsey

Phone

6514395956

Tax Period

2024-01-01 to 2024-12-31

Washington County Historical Society, founded in 1934, is a community nonprofit that reported $1.0M in total revenue in fiscal year 2024. Revenue surged 122% from the prior year, signaling strong growth momentum. The organization ran a surplus of $677K, a strong 67% operating margin.

Mission

County Historical Society - Maintain and develop historical museums, historical sites and materials within Washington County, Minnesota

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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 $934,462

Program Service Revenue $31,482

Investment Income $46,808

Other Revenue $1,482

TOTAL REVENUE $1,014,234

Expense Breakdown

Grants Paid $0

Salaries & Benefits $165,864

Fundraising Expenses $0

Program Expenses $334,617

Other Expenses $171,529

TOTAL EXPENSES $337,393

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,014,234	$457,438	+1.2%
Expenses	$337,393	$408,893	-0.2%
Net Income	$676,841	$48,545	+12.9%

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
June Eagleton	Director	1.00	Director	$0	$0	$0
Holly Fitzenberger	Director	1.00	Director	$0	$0	$0
Shelia Hause	Director	1.00	Director	$0	$0	$0
Angie Noyes	Director	1.00	Director	$0	$0	$0
Rick Hodsdon	Director	1.00	Director	$0	$0	$0
Karen Ukura	Director	1.00	Director	$0	$0	$0
Dennis Glock	Director	1.00	Director	$0	$0	$0
David Lindsey	President	3.00	Officer Director	$0	$0	$0
Ryan Collins	Vice President	2.00	Officer Director	$0	$0	$0
Tom Simonet	Treasurer	3.00	Officer Director	$0	$0	$0
Karlene McComb	Secretary	2.00	Officer 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
2024	$1,014,234	$337,393	$4,217,507	$676,841
2023	$457,438	$408,893	$3,610,666	$48,545
2022	$231,173	$391,140	$3,632,100	$-159,967
2021	$1,045,137	$327,306	$3,994,268	$717,831
2020	$409,017	$326,233	$2,934,236	$82,784
2019	$698,231	$558,756	$2,851,451	$139,475
2018	$1,281,591	$592,765	$2,711,976	$688,826

Washington County Historical Society