HISTORICAL SOCIETY OF MARSHALL COUNTY (EIN 426060088) - 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

1984

Legal Domicile

Principal Officer

DANIEL BRANDT

Phone

6417526664

Tax Period

2023-01-01 to 2023-12-31

HISTORICAL SOCIETY OF MARSHALL COUNTY, founded in 1984, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $77K in total revenue in fiscal year 2023. Revenue surged 40% from the prior year, signaling strong growth momentum. The organization ran a surplus of $24K, a strong 31% operating margin.

Mission

PRESERVING HISTORY OF MARSHALL COUNTY, IOWA

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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 $24,974

Program Service Revenue $17,997

Investment Income $28,487

Other Revenue $5,772

TOTAL REVENUE $77,230

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,217

Fundraising Expenses $0

Program Expenses $31,714

Other Expenses $41,804

TOTAL EXPENSES $53,021

Year-over-Year Comparison

	2023	2022	Change
Revenue	$77,230	$55,346	+0.4%
Expenses	$53,021	$67,087	-0.2%
Net Income	$24,209	$-11,741	-3.1%

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

N/A

Employees

Volunteers

N/A

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
MIKE DONAHEY	SECRETARY	4.00	Officer Director	$0	$0	$0
DAN BRANDT	PRESIDENT	7.00	Officer Director	$0	$0	$0
STEVE RYAN	VICE-PRESIDENT	0.50	Officer Director	$0	$0	$0
JULIE JONTZ-LANG	DIRECTOR	0.50	Director	$0	$0	$0
MARY PFANTZ	TREASURER	7.00	Officer Director	$0	$0	$0
HANNAH HEDUM	DIRECTOR	0.50	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	No data	No data	No data	No data
2023	$77,230	$53,021	$897,148	$24,209
2022	$55,346	$67,087	$862,658	$-11,741
2021	$447,085	$75,918	$899,554	$371,167
2020	$91,943	$49,368	$1,884,672	$42,575
2019	$18,638	$69,170	$1,650,647	$-50,532
2018	$88,986	$78,235	$1,259,930	$10,751

HISTORICAL SOCIETY OF MARSHALL COUNTY