WHITE RIVER VALLEY HISTORICAL SOCIETY INC

EIN: 431650276 501(c)(3)

FORSYTH, MO

Total Revenue
$168,677
Total Expenses
$203,947
Total Assets
$316,115
Net Assets
$313,229
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1992
Legal Domicile
MO
Principal Officer
PATRICIA L TRIMBLE
Phone
4175462210
Tax Period
2025-01-01 to 2025-12-31

WHITE RIVER VALLEY HISTORICAL SOCIETY INC, founded in 1992, is a small nonprofit that reported $169K in total revenue in fiscal year 2025. Revenue decreased 7% compared to the prior year. Expenses of $204K exceeded revenue, resulting in a 21% operating deficit.

Mission

THE WHITE RIVER VALLEY HISTORICAL SOCIETY PROTECTS, PRESERVES, AND PROMOTES THE CULTURAL HISTORY OF THE UPPER WHITE RIVER VALLEY, CONCENTRATING ON TANEY COUNTY, MISSOURI.

Program Service Accomplishments

Program 1
Expenses: $22,500 Revenue: $150,000

THE COUNTY OF TANEY PAYS THE WHITE RIVER VALLEY HISTORICAL SOCIETY TO SCAN AND INDEX THEIR ARCHIVES. THESE PUBLIC RECORDS ARE THUS PRESERVED FOR FUTURE GENERATIONS AND ARE AVAILABLE FOR VIEWING AT...

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THE COUNTY OF TANEY PAYS THE WHITE RIVER VALLEY HISTORICAL SOCIETY TO SCAN AND INDEX THEIR ARCHIVES. THESE PUBLIC RECORDS ARE THUS PRESERVED FOR FUTURE GENERATIONS AND ARE AVAILABLE FOR VIEWING AT THE SOCIETY.

Program 2
Expenses: $592 Revenue: $5,862

THE WHITE RIVER VALLEY HISTORICAL SOCIETY PROVIDES TWO AREA LOCATIONS THAT DISPLAY EXHIBITS WHICH DEPICT THE CULTURE OF THE EARLY SETTLERS IN TANEY COUNTY. THESE EXHIBITS PORTRAY TIME RELATED LIVING...

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THE WHITE RIVER VALLEY HISTORICAL SOCIETY PROVIDES TWO AREA LOCATIONS THAT DISPLAY EXHIBITS WHICH DEPICT THE CULTURE OF THE EARLY SETTLERS IN TANEY COUNTY. THESE EXHIBITS PORTRAY TIME RELATED LIVING CONDITIONS, ARTIFACTS, AND THE COMMERCIAL ASPECTS OF THE TIME PERIODS. THESE EXHIBITS ARE RESTYLED PERIODICALLY IN ORDER TO PROVIDE A BROADER BASED EDUCATION TO AREA RESIDENTS AND VISITORS. GIFT SHOPS SELL BOOKS AND MEMORABILIA DEPICTING THE HISTORY OF EARLY TANEY COUNTY. THE FORSYTH LOCATION HOUSES AN EXTENSIVE RESEARCH LIBRARY WHICH IS OPEN TO THE PUBLIC AND ALL ACADEMIA.

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $10,258
Program Service Revenue $150,000
Investment Income $3,071
Other Revenue $5,348
TOTAL REVENUE $168,677

Expense Breakdown

Grants Paid $0
Salaries & Benefits $126,647
Fundraising Expenses $4,728
Program Expenses $158,169
Other Expenses $77,300
TOTAL EXPENSES $203,947

Year-over-Year Comparison

2025 2024 Change
Revenue $168,677 $180,464 -0.1%
Expenses $203,947 $201,574 +0.0%
Net Income $-35,270 $-21,110 +0.7%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
12
Independent Members
12
Employees
10
Volunteers
35

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
3
$0
Total Directors
4
$0
Key Employees
3
$60,436
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
PATRICIA L TRIMBLE MANAGING DIRECTOR 40.00
Key Emp
$22,610 $0 $22,610
JACKIE ADAMS PRESIDENT 6.50
Officer
$0 $0 $0
RICK SWAN SECRETARY 2.00
Officer
$0 $0 $0
BECKY ROBERTS TREASURER 2.00
Officer
$0 $0 $0
LEON COMBS FUNDING DIRECTOR 2.00
Director
$0 $0 $0
JEFF JUSTUS DIRECTOR 2.00
Director
$0 $0 $0
PATRICIA FRANKS DIRECTOR 2.00
Director
$0 $0 $0
LYLE ROWLAND DIRECTOR 2.00
Director
$0 $0 $0
DUSTAN S INGENTHRON JOURNAL EDITOR & WEBMASTER 40.00
Key Emp Highest
$24,199 $0 $24,199
TOMMY ROBERTS ADMINISTRATIVE ASSISTANT 30.00
Key Emp
$13,627 $0 $13,627
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 $168,677 $203,947 $316,115 $-35,270
2024 $180,464 $201,574 $351,790 $-21,110
2023 $201,130 $174,630 $372,539 $26,500
2022 $137,634 $156,153 $345,486 $-18,519
2021 $138,331 $151,696 $363,886 $-13,365
2020 $183,460 $165,070 $377,744 $18,390
2019 $142,532 $159,307 $368,292 $-16,775
2018 $137,811 $164,553 $376,152 $-26,742
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