Platte County Historical Society

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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

1953

Legal Domicile

Phone

8168580370

Tax Period

2024-06-01 to 2025-05-31

Platte County Historical Society, founded in 1953, is a micro nonprofit that reported $27K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Net assets of $523K represent 235 months of operating reserves.

Mission

Dedicated to the Art of Preserving the History,Architecture and Genealogy of Platte County Missouri

Program Service Accomplishments

Program 1

Expenses: $26,549

Preserving the history,architecture and genealogy of Platte County Missouri

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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 $19,177

Program Service Revenue $3,624

Investment Income $3,947

Other Revenue $0

TOTAL REVENUE $26,748

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,549

Other Expenses $26,549

TOTAL EXPENSES $26,549

Year-over-Year Comparison

	2024	2023	Change
Revenue	$26,748	$30,238	-0.1%
Expenses	$26,549	$31,335	-0.2%
Net Income	$199	$-1,097	-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

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
Paula York	President	3.00	Director	$0	$0	$0
Phil Schroeder	1st VP	3.00	Director	$0	$0	$0
Lynn Cassity	2nd VP	3.00	Director	$0	$0	$0
Sue Hurd VanAmburg	3rd VP	3.00	Director	$0	$0	$0
Ken Klamm	Executive Secretary	3.00	Director	$0	$0	$0
Becky Bauer	Assistant Treasurer	3.00	Director	$0	$0	$0
Alan York	Treasurer	3.00	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	$26,748	$26,549	$522,905	$199
2024	$30,238	$31,335	$522,706	$-1,097
2023	$34,461	$29,881	$523,803	$4,580
2022	$54,280	$41,616	$519,223	$12,664
2021	$127,041	$34,726	$506,559	$92,315
2020	$17,649	$18,353	$414,244	$-704
2019	$23,366	$27,629	$414,962	$-4,263