GREATER SHENANDOAH HISTORICAL SOCIETY (EIN 426268304) - 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

1982

Legal Domicile

Principal Officer

LINDA HALDANE

Tax Period

2024-06-01 to 2025-05-31

GREATER SHENANDOAH HISTORICAL SOCIETY, founded in 1982, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $42K in total revenue in fiscal year 2024. Revenue fell 63% from the prior year — a significant decline worth monitoring. Expenses of $76K exceeded revenue, resulting in a 84% operating deficit.

Mission

OWN AND OPERATE NON-PROFIT MUSEUM IN SHENANDOAH 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 $40,847

Program Service Revenue $0

Investment Income $92

Other Revenue $576

TOTAL REVENUE $41,515

Expense Breakdown

Grants Paid $0

Salaries & Benefits $21,052

Fundraising Expenses $0

Program Expenses $76,407

Other Expenses $55,355

TOTAL EXPENSES $76,407

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,515	$111,869	-0.6%
Expenses	$76,407	$75,976	+0.0%
Net Income	$-34,892	$35,893	-2.0%

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
BETTY JANE CASTEEL	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
LINDA HALDANE	TREASURER	N/A	Officer Director	$0	$0	$0
MARCI GOODRICH-VOLKER	PRESIDENT	N/A	Officer Director	$0	$0	$0
CAROLYN MATZINGER	DIRECTOR	N/A	Director	$0	$0	$0
JULIE BISHOP-GOERGEN	DIRECTOR	N/A	Director	$0	$0	$0
JON BRANTNER	DIRECTOR	N/A	Director	$0	$0	$0
JOHN GREENLEAF	DIRECTOR	N/A	Director	$0	$0	$0
ALLAN JORDAN	DIRECTOR	N/A	Director	$0	$0	$0
VICKY TYNER BRIGGS	SECRETARY	N/A	Officer Director	$0	$0	$0
AL ARMSTRONG	DIRECTOR	N/A	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	$41,515	$76,407	$1,367,504	$-34,892
2024	$111,869	$75,976	$1,402,480	$35,893
2023	$28,256	$45,898	$1,366,766	$-17,642
2022	$401,394	$73,963	$1,383,985	$327,431
2021	$175,052	$22,704	$1,056,191	$152,348
2020	$72,431	$24,468	$903,832	$47,963
2019	$122,762	$25,722	$855,873	$97,040
2018	$230,209	$35,132	$759,663	$195,077

GREATER SHENANDOAH HISTORICAL SOCIETY