KINGDOM OF CALLAWAY HISTORICAL SOC (EIN 431104644) - 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

1960

Legal Domicile

Principal Officer

SUSAN KRUMM

Phone

5736420570

Tax Period

2024-01-01 to 2024-12-31

KINGDOM OF CALLAWAY HISTORICAL SOC, founded in 1960, is a small nonprofit that reported $243K in total revenue in fiscal year 2024. Revenue surged 52% from the prior year, signaling strong growth momentum. The organization ran a surplus of $132K, a strong 54% operating margin.

Mission

HISTORICAL SOCIETY

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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 $78,667

Program Service Revenue $1,563

Investment Income $145,953

Other Revenue $16,853

TOTAL REVENUE $243,036

Expense Breakdown

Grants Paid $0

Salaries & Benefits $55,575

Fundraising Expenses $0

Program Expenses $103,440

Other Expenses $55,356

TOTAL EXPENSES $110,931

Year-over-Year Comparison

	2024	2023	Change
Revenue	$243,036	$160,286	+0.5%
Expenses	$110,931	$99,987	+0.1%
Net Income	$132,105	$60,299	+1.2%

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

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
KELLY BORMAN	DIRECTOR	2.56	Director	$0	$0	$0
RICK GOHRING	DIRECTOR	0.87	Director	$0	$0	$0
BRUCE HACKMANN	DIRECTOR	0.85	Director	$0	$0	$0
NANCY HINNAH	DIRECTOR	1.10	Director	$0	$0	$0
JOE HOLT	DIRECTOR	0.92	Director	$0	$0	$0
BARBARA HUDDLESTON	DIRECTOR	3.24	Director	$0	$0	$0
LISA MARTIN	DIRECTOR	0.32	Director	$0	$0	$0
VICTOR PASLEY	DIRECTOR	0.55	Director	$0	$0	$0
DENNIS SHRYOCK	DIRECTOR	0.30	Director	$0	$0	$0
MARILYN WHITEHEAD	DIRECTOR	0.22	Director	$0	$0	$0
MEDA YOUNG	DIRECTOR	5.54	Director	$0	$0	$0
SUSAN KRUMM	PRESIDENT	1.85	Officer	$0	$0	$0
DIANE LUDWIG	SECRETARY	13.08	Officer	$0	$0	$0
RODNEY LATTY	VICE PRESIDE	0.57	Officer	$0	$0	$0
DON SOPH	TREASURER	0.87	Officer	$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	$243,036	$110,931	$826,594	$132,105
2023	$160,286	$99,987	$693,560	$60,299
2022	$54,228	$93,848	$633,386	$-39,620
2021	$126,928	$88,184	$673,993	$38,744
2020	$348,347	$75,737	$634,434	$272,610
2019	$208,948	$60,724	$402,225	$148,224

KINGDOM OF CALLAWAY HISTORICAL SOC