Montgomery County Historical Society (EIN 421219127) - 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

1991

Legal Domicile

Principal Officer

Darwin Williams

Phone

7126232289

Tax Period

2023-07-01 to 2024-06-30

Montgomery County Historical Society, founded in 1991, is a small nonprofit that reported $258K in total revenue in fiscal year 2023. Revenue surged 311% from the prior year, signaling strong growth momentum. Expenses of $230K left a modest 11% surplus.

Mission

Historical records musuem

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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 (2023)

Revenue Breakdown

Contributions & Grants $191,560

Program Service Revenue $396

Investment Income $60,884

Other Revenue $5,254

TOTAL REVENUE $258,094

Expense Breakdown

Grants Paid $0

Salaries & Benefits $72,625

Fundraising Expenses $0

Program Expenses $230,256

Other Expenses $157,631

TOTAL EXPENSES $230,256

Year-over-Year Comparison

	2023	2022	Change
Revenue	$258,094	$62,765	+3.1%
Expenses	$230,256	$124,200	+0.9%
Net Income	$27,838	$-61,435	-1.5%

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

$55,221

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Darwin Williams	President	10.00	Officer	$0	$0	$0
James Norris	Treasurer	2.00	Officer	$0	$0	$0
Bette Larson	Vice President	2.00	Officer	$0	$0	$0
David McFarland	Director	40.00	Key Emp	$55,221	$0	$55,221
Nancy Nealon	Secretary	2.00	Officer	$0	$0	$0
James Hoskinson	Curator	2.00	Officer	$0	$0	$0
Pat Means	Curator	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
2025	No data	No data	No data	No data
2024	$258,094	$230,256	$4,879,721	$27,838
2023	$62,765	$124,200	$4,884,418	$-61,435
2022	$365,079	$143,519	$4,960,071	$221,560
2021	$119,701	$132,427	$4,725,137	$-12,726
2020	$91,323	$117,193	$4,795,833	$-25,870
2019	$88,318	$130,210	$4,811,163	$-41,892

Montgomery County Historical Society