AMES HISTORICAL SOCIETY (EIN 421155124) - 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

1980

Legal Domicile

Phone

5152322148

Tax Period

2024-01-01 to 2024-12-31

AMES HISTORICAL SOCIETY, founded in 1980, is a small nonprofit that reported $833K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $610K, a strong 73% operating margin.

Mission

PRESERVATION OF AMES 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 (2024)

Revenue Breakdown

Contributions & Grants $955,760

Program Service Revenue $0

Investment Income $6,362

Other Revenue $-129,283

TOTAL REVENUE $832,839

Expense Breakdown

Grants Paid $0

Salaries & Benefits $178,180

Fundraising Expenses $0

Program Expenses $222,844

Other Expenses $44,664

TOTAL EXPENSES $222,844

Year-over-Year Comparison

	2024	2023	Change
Revenue	$832,839	$1,052,375	-0.2%
Expenses	$222,844	$211,547	+0.1%
Net Income	$609,995	$840,828	-0.3%

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
CHRIS NELSON	Director	2.00	Director	$0	$0	$0
KEN CAMERON	Treasurer	4.00	Officer Director	$0	$0	$0
EDIE HUNTER	Director	2.00	Director	$0	$0	$0
BECKY JORDAN	Director	2.00	Director	$0	$0	$0
BOB BOURNE	Director	2.00	Director	$0	$0	$0
PETER HALLOCK	Vice President	4.00	Officer Director	$0	$0	$0
WAYNE CLINTON	Director	2.00	Director	$0	$0	$0
KATE ORNGARD	President	4.00	Officer Director	$0	$0	$0
MATT OAKLEY	Director	2.00	Director	$0	$0	$0
MAGGIE LAWARE	Director	2.00	Director	$0	$0	$0
NANCY HEMPHILL	Director	2.00	Director	$0	$0	$0
PAM RINEY-KEHRBERG	Secretary	4.00	Officer Director	$0	$0	$0
ALLISON SHERIDAN	Director	2.00	Director	$0	$0	$0
RYAN RILEY	Director	2.00	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
2024	$832,839	$222,844	$5,240,712	$609,995
2023	$1,052,375	$211,547	$3,545,426	$840,828
2022	$1,189,587	$196,916	$2,637,797	$992,671
2021	$618,732	$151,021	$1,694,839	$467,711
2021	$632,459	$151,021	$1,722,838	$481,438
2020	$237,597	$157,994	$1,001,358	$79,603
2020	$251,869	$157,994	$1,015,630	$93,875
2019	$205,240	$186,477	$892,873	$18,763
2018	$259,403	$143,757	$838,204	$115,646

AMES HISTORICAL SOCIETY