WASHINGTON HISTORICAL SOCIETY (EIN 431259237) - 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

KATIE DIECKHAUS

Phone

6362390280

Tax Period

2023-01-01 to 2023-12-31

WASHINGTON HISTORICAL SOCIETY, founded in 1982, is a small nonprofit that reported $123K in total revenue in fiscal year 2023. Revenue fell 36% from the prior year — a significant decline worth monitoring. Expenses of $161K exceeded revenue, resulting in a 30% operating deficit.

Mission

TO PROMOTE THE HISTORY OF WASHINGTON 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 (2023)

Revenue Breakdown

Contributions & Grants $54,851

Program Service Revenue $3,403

Investment Income $43,161

Other Revenue $21,828

TOTAL REVENUE $123,243

Expense Breakdown

Grants Paid $3,147

Salaries & Benefits $86,291

Fundraising Expenses $0

Program Expenses $145,202

Other Expenses $71,236

TOTAL EXPENSES $160,674

Year-over-Year Comparison

	2023	2022	Change
Revenue	$123,243	$193,043	-0.4%
Expenses	$160,674	$152,248	+0.1%
Net Income	$-37,431	$40,795	-1.9%

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

$46,382

Total Directors

$46,382

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KATIE DIECKHAUS	DIRECTOR	40.00	Officer Director	$46,382	$0	$46,382
CAROL BLECKMAN	DIRECTOR	3.00	Officer Director	$0	$0	$0
BRYAN BOGUE	TREASURER	3.00	Officer Director	$0	$0	$0
CHRIS ECKELKAMP	PRESIDENT	3.00	Officer Director	$0	$0	$0
BRIDGETTE KELCH	DIRECTOR	3.00	Officer Director	$0	$0	$0
ROY MORMAN	VICE PRESIDE	3.00	Officer Director	$0	$0	$0
MARYBETH RETTKE	DIRECTOR	3.00	Officer Director	$0	$0	$0
FRANK WOOD	DIRECTOR	3.00	Officer Director	$0	$0	$0
NANCY WOOD	SECRETARY	3.00	Officer 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
2024	No data	No data	No data	No data
2023	$123,243	$160,674	$2,237,237	$-37,431
2022	$193,043	$152,248	$2,167,696	$40,795
2021	$771,724	$155,264	$2,338,982	$616,460
2020	$151,724	$125,742	$1,950,793	$25,982
2019	$133,187	$142,792	$1,762,489	$-9,605
2018	$127,697	$141,018	$1,717,127	$-13,321

WASHINGTON HISTORICAL SOCIETY