BLUE SPRINGS HISTORICAL SOCIETY INC (EIN 431108906) - 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

1976

Legal Domicile

Principal Officer

DIANA BEALL

Phone

8162248979

Tax Period

2023-02-01 to 2024-01-31

BLUE SPRINGS HISTORICAL SOCIETY INC, founded in 1976, is a small nonprofit that reported $188K in total revenue in fiscal year 2023. The organization ran a surplus of $177K, a strong 94% operating margin.

Mission

DEDICATED TO PRESERVING, PROMOTING, AND FOSTERING APPRECIATION OF LOCAL HISTORY.

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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 $181,256

Program Service Revenue $0

Investment Income $6,327

Other Revenue $0

TOTAL REVENUE $187,583

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $10,620

TOTAL EXPENSES $10,620

Year-over-Year Comparison

	2023	2022	Change
Revenue	$187,583	$-22,614	-9.3%
Expenses	$10,620	$42,043	-0.7%
Net Income	$176,963	$-64,657	-3.7%

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

N/A

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
KAY BURRUS	PRESIDENT	47.00	Officer	$0	$0	$0
RILEY BURRUS	1ST VICE PRESIDENT	23.00	Officer	$0	$0	$0
BETTY GRIMM	2ND VICE PRESIDENT	8.00	Officer	$0	$0	$0
MARY ANNE POTTER	SECRETARY	12.00	Officer	$0	$0	$0
DIANA BEALL	TREASURER	43.00	Officer	$0	$0	$0
THERESA WELSH	PAST PRESIDENT	8.00	Officer	$0	$0	$0
VICKI JONES	PAST PRESIDENT	4.00	Officer	$0	$0	$0
MICHELE COLE	MASTER GARDNER	4.00	Officer	$0	$0	$0
MIKE WALTON	MAINTENANCE	6.00	Officer	$0	$0	$0
JOAN SHOVER	MASTER GARDNER	4.00	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	$187,583	$10,620	$221,000	$176,963
2019	$263,198	$74,164	$227,948	$189,034

BLUE SPRINGS HISTORICAL SOCIETY INC