BENTON COUNTY HISTORICAL SOCIETY (EIN 421023903) - 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

1971

Legal Domicile

Principal Officer

SHARON HAPPEL

Phone

3195334524

Tax Period

2024-01-01 to 2024-12-31

BENTON COUNTY HISTORICAL SOCIETY, founded in 1971, is a micro nonprofit that reported $50K in total revenue in fiscal year 2024. Revenue fell 88% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $8K, a strong 16% operating margin.

Mission

Provide education, preserve local history, and be a resource for genealogical research for Benton County, IA.

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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 $11,542

Program Service Revenue $12,015

Investment Income $26,247

Other Revenue $0

TOTAL REVENUE $49,804

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,756

Other Expenses $41,972

TOTAL EXPENSES $41,972

Year-over-Year Comparison

	2024	2023	Change
Revenue	$49,804	$429,812	-0.9%
Expenses	$41,972	$42,106	0.0%
Net Income	$7,832	$387,706	-1.0%

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

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
ANDREW ELWICK	Director	2.00	Director	$0	$0	$0
PHIL BORLESKE	Director	2.00	Director	$0	$0	$0
RUSS GLIME	Director	2.00	Director	$0	$0	$0
ILENE KREIDER	Director	2.00	Director	$0	$0	$0
JOSH HOPKINS	Director	2.00	Director	$0	$0	$0
JULIE SCHWENKER	Director	2.00	Director	$0	$0	$0
VANESSA KEARNS	Director	2.00	Director	$0	$0	$0
ERIN STANCEL	Director	2.00	Director	$0	$0	$0
SHARON HAPPEL	President	2.00	Officer	$0	$0	$0
KATIE HOPKINS	Vice President	2.00	Officer	$0	$0	$0
ROSE ROUSE	Treasurer	2.00	Officer	$0	$0	$0
MELODY SNOW	Secretary	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	$49,804	$41,972	$780,681	$7,832
2023	$429,812	$42,106	$772,849	$387,706

BENTON COUNTY HISTORICAL SOCIETY