MONROE COUNTY 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

1959

Legal Domicile

Principal Officer

DAVID JOHNSON

Phone

6419327233

Tax Period

2018-07-01 to 2019-06-30

MONROE COUNTY HISTORICAL SOCIETY, founded in 1959, is a micro nonprofit that reported $9K in total revenue in fiscal year 2018. Revenue fell 50% from the prior year — a significant decline worth monitoring. Expenses of $17K exceeded revenue, resulting in a 79% operating deficit.

Mission

TO CAPTURE THE HISTORY OF MONROE COUNTY, IOWA THROUGH EXHIBITS, NARRATIVE, AND EDUCATION.

Program Service Accomplishments

Program 1

Expenses: $16,776 Revenue: $5,592

PROVIDE TOURS TO PEOPLE TO VIEW THE HISTORICAL ARTIFACTS OF THE MONROE COUNTY HISTORICAL SOCIETY.

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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 (2018)

Revenue Breakdown

Contributions & Grants $3,794

Program Service Revenue $219

Investment Income $4,445

Other Revenue $928

TOTAL REVENUE $9,386

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,776

Other Expenses $16,776

TOTAL EXPENSES $16,776

Year-over-Year Comparison

	2018	2017	Change
Revenue	$9,386	$18,627	-0.5%
Expenses	$16,776	$42,491	-0.6%
Net Income	$-7,390	$-23,864	-0.7%

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
DAVID JOHNSON	TREASURER	1.00	Officer Director	$0	$0	$0
TOM WOODARD	DIRECTOR	1.00	Director	$0	$0	$0
CAROLYN MCCALISTER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JAN CRALL	SECRETARY	1.00	Officer Director	$0	$0	$0
DAWN MAUGHAN	DIRECTOR	1.00	Director	$0	$0	$0
KAREN HENDERSON	DIRECTOR	1.00	Director	$0	$0	$0
MALLORY STOCKER	DIRECTOR	1.00	Director	$0	$0	$0
LINDA HOSKINS	DIRECTOR	1.00	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
2019	$9,386	$16,776	$1,081,064	$-7,390