HISTORICAL SOCIETY OF POTTAWATTAMIE COUNTY (EIN 426071356) - 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

1961

Legal Domicile

Principal Officer

MARIEL WAGNER

Phone

7123232509

Tax Period

2023-01-01 to 2023-12-31

HISTORICAL SOCIETY OF POTTAWATTAMIE COUNTY, founded in 1961, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $100K in total revenue in fiscal year 2023. Revenue decreased 9% compared to the prior year. Expenses of $119K exceeded revenue, resulting in a 19% operating deficit.

Mission

EDUCATIONAL TOURS AND DISPLAYS

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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 $19,749

Program Service Revenue $62,822

Investment Income $4,183

Other Revenue $12,835

TOTAL REVENUE $99,589

Expense Breakdown

Grants Paid $0

Salaries & Benefits $51,858

Fundraising Expenses $0

Program Expenses $101,889

Other Expenses $67,010

TOTAL EXPENSES $118,868

Year-over-Year Comparison

	2023	2022	Change
Revenue	$99,589	$109,366	-0.1%
Expenses	$118,868	$105,965	+0.1%
Net Income	$-19,279	$3,401	-6.7%

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

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
MARIEL WAGNER	PRESIDENT	2.00	Officer Director	$0	$0	$0
DR RICHARD WARNER	TREASURER	2.00	Officer Director	$0	$0	$0
ROSALIE C WARNER	SECRETARY	2.00	Officer Director	$0	$0	$0
JASON LEMASTER	VICE-PRESIDENT	2.00	Officer Director	$0	$0	$0
PATRICK HYTREK	BOD	2.00	Director	$0	$0	$0
TAMI JENSEN	BOD	2.00	Director	$0	$0	$0
MICHELLE MUTCHLER BURNS	BOD	2.00	Director	$0	$0	$0
JOHN EDWARDS	BOD	2.00	Director	$0	$0	$0
ROGER BRANNAN	BOD	2.00	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
2024	No data	No data	No data	No data
2023	$99,589	$118,868	$969,784	$-19,279
2022	$109,366	$105,965	$951,121	$3,401
2021	$160,101	$99,579	$1,007,626	$60,522
2020	$49,132	$66,586	$951,746	$-17,454
2019	$82,175	$82,623	$939,503	$-448
2018	$96,838	$80,276	$1,006,130	$16,562

HISTORICAL SOCIETY OF POTTAWATTAMIE COUNTY