AMES HISTORICAL SOCIETY

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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

2025-01-01 to 2025-12-31

AMES HISTORICAL SOCIETY, founded in 1980, is a small nonprofit that reported $298K in total revenue in fiscal year 2025. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $345K exceeded revenue, resulting in a 16% operating deficit.

Mission

PRESERVATION OF AMES HISTORY

Program Service Accomplishments

Program 1

Expenses: $345,387

PRESERVATION & EXHIBITION OF AMES-RELATED HISTORY AND ARTIFACTS & MAINTENANCE OF ONE ROOM SCHOOLHOUSE

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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 (2025)

Revenue Breakdown

Contributions & Grants $487,715

Program Service Revenue $0

Investment Income $768

Other Revenue $-190,098

TOTAL REVENUE $298,385

Expense Breakdown

Grants Paid $0

Salaries & Benefits $180,752

Fundraising Expenses $0

Program Expenses $345,387

Other Expenses $164,635

TOTAL EXPENSES $345,387

Year-over-Year Comparison

	2025	2024	Change
Revenue	$298,385	$832,839	-0.6%
Expenses	$345,387	$222,844	+0.5%
Net Income	$-47,002	$609,995	-1.1%

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
BI AYERS	Director	2.00	Director	$0	$0	$0
EDIE HUNTER	Treasurer	4.00	Officer Director	$0	$0	$0
BETH BILLINGS	Director	2.00	Director	$0	$0	$0
SARAH DEES	Director	2.00	Director	$0	$0	$0
TOM KROESCHELL	Director	2.00	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	Vice President	4.00	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
2025	$298,385	$345,387	$5,093,514	$-47,002
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	$632,459	$151,021	$1,722,838	$481,438
2021	$618,732	$151,021	$1,694,839	$467,711
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