FLOYD COUNTY HISTORICAL SOCIETY (EIN 426063668) - 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

1954

Principal Officer

ANTHONY LESSIN

Phone

6412281099

Tax Period

2024-09-01 to 2025-08-31

FLOYD COUNTY HISTORICAL SOCIETY, founded in 1954, is a small nonprofit in the Arts, Culture & Humanities sector that reported $217K in total revenue in fiscal year 2024. Revenue fell 85% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $65K, a strong 30% operating margin.

Mission

COUNTY MUSEUM-MISSION IS TO DERIVE AND MAINTAIN THE HISTORICAL ACCURACY OF FLOYD 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 (2024)

Revenue Breakdown

Contributions & Grants $68,011

Program Service Revenue $38,813

Investment Income $65,090

Other Revenue $44,787

TOTAL REVENUE $216,701

Expense Breakdown

Grants Paid $0

Salaries & Benefits $95,603

Fundraising Expenses $0

Program Expenses $124,001

Other Expenses $56,233

TOTAL EXPENSES $151,836

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,701	$1,466,310	-0.9%
Expenses	$151,836	$258,100	-0.4%
Net Income	$64,865	$1,208,210	-0.9%

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

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
CHISTOPHER ANTHONY	MEMBER AT LA	N/A	Officer Director	$0	$0	$0
LYNN BAUER	MEMBER AT LA	N/A	Director	$0	$0	$0
NANCY JOERGER	TREASURER	N/A	Officer Director	$0	$0	$0
ANTHONY LESSIN	CO-CHAIR	N/A	Officer Director	$0	$0	$0
JULIE MELLODY	RECORDING SE	N/A	Director	$0	$0	$0
CHARLES NEWMAN	MEMBER AT LA	N/A	Director	$0	$0	$0
JOANN PETERSON	MEMBER AT LA	N/A	Director	$0	$0	$0
RICHARD ROBERT	EXECUTIVE SE	N/A	Officer Director	$0	$0	$0
KIM ROUSE	MEMBER AT LA	N/A	Officer Director	$0	$0	$0
DEAN TJADEN	VICE PRESIDE	N/A	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	$216,701	$151,836	$457,931	$64,865
2024	$1,466,310	$258,100	$1,558,065	$1,208,210
2023	$205,103	$152,773	$351,101	$52,330
2022	$218,446	$220,715	$299,431	$-2,269
2021	$254,077	$236,715	$309,944	$17,362

FLOYD COUNTY HISTORICAL SOCIETY