LUCAS COUNTY HISTORICAL SOCIETY (EIN 426097915) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1965

Legal Domicile

Principal Officer

Adam D Bahr

Phone

6417744464

Tax Period

2025-01-01 to 2025-12-31

LUCAS COUNTY HISTORICAL SOCIETY, founded in 1965, is a small nonprofit that reported $340K in total revenue in fiscal year 2025. Revenue surged 624% from the prior year, signaling strong growth momentum. The organization ran a surplus of $252K, a strong 74% operating margin.

Mission

To collect and preserve the history of Lucas County, Iowa.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $289,358

Program Service Revenue $0

Investment Income $50,695

Other Revenue $0

TOTAL REVENUE $340,053

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $84,219

Other Expenses $87,688

TOTAL EXPENSES $87,688

Year-over-Year Comparison

	2025	2024	Change
Revenue	$340,053	$46,976	+6.2%
Expenses	$87,688	$54,969	+0.6%
Net Income	$252,365	$-7,993	-32.6%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Adam Bahr	President	1.00	Officer Director	$0	$0	$0
Linda Braida	Vice President	1.00	Officer Director	$0	$0	$0
Molly Spoon	Secretary	1.00	Officer Director	$0	$0	$0
Teresa Lahart	Treasurer	1.00	Officer Director	$0	$0	$0
Bevin Pillsbury-Allen	Director	1.00	Director	$0	$0	$0
Raymond Meyer	Director	1.00	Director	$0	$0	$0
Barry Foust	Director	1.00	Director	$0	$0	$0
Jim Secor	Director	1.00	Director	$0	$0	$0
Joe Sellers	Director	1.00	Director	$0	$0	$0
Mike Smith	Director	1.00	Director	$0	$0	$0
Steve Bright	Director	1.00	Director	$0	$0	$0
Ellen Werts	Director	1.00	Director	$0	$0	$0
Kylie Dittmer	Director	0.00	Director	$0	$0	$0
Jennifer Snook-Hall	Director	0.00	Director	$0	$0	$0
Helen Thompson	Director	0.00	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
2025	$340,053	$87,688	$1,064,874	$252,365
2024	$46,976	$54,969	$812,509	$-7,993
2023	$64,657	$49,740	$821,169	$14,917
2022	$35,036	$41,704	$807,252	$-6,668
2021	$71,682	$61,304	$812,289	$10,378
2020	$31,303	$55,063	$801,186	$-23,760
2019	$49,754	$46,088	$824,945	$3,666
2018	$50,247	$47,757	$821,612	$2,490

LUCAS COUNTY HISTORICAL SOCIETY