THE STATE HISTORICAL SOCIETY OF MISSOURI (EIN 436035196) - 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

1898

Legal Domicile

Principal Officer

GARY R KREMER

Phone

5738827083

Tax Period

2023-07-01 to 2024-06-30

THE STATE HISTORICAL SOCIETY OF MISSOURI, founded in 1898, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2023. Expenses of $1.1M left a modest 14% surplus.

Mission

MAINTAIN OUR HISTORICAL COLLECTION AND PROMOTE AWARENESS OF MISSOURI HISTORY. CENTRALLY LOCATED, WE MEET THE NEEDS OF SCHOLARS, GENEALOGISTS, JOURNALISTS AND OTHERS.

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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 $701,807

Program Service Revenue $58,075

Investment Income $135,917

Other Revenue $376,518

TOTAL REVENUE $1,272,317

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $538,204

Other Expenses $1,087,842

TOTAL EXPENSES $1,087,842

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,272,317	$1,205,955	+0.1%
Expenses	$1,087,842	$1,058,843	+0.0%
Net Income	$184,475	$147,112	+0.3%

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

$232,930

Total Directors

$232,930

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY KREMER	EXECUTIVE DIRECTOR	40.00	Officer Director	$0	$0	$232,930
MICHAEL GIBBONS	TRUSTEE	1.00	Director	$0	$0	$0
BOB A PRIDDY	TRUSTEE	1.00	Director	$0	$0	$0
EDWARD SCAVONE	TREASURER	1.00	Officer Director	$0	$0	$0
ANN COVINGTON	TRUSTEE	1.00	Director	$0	$0	$0
BRENT SCHONDELMEYER	THIRD VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BEATRICE LITHERLAND SMITH	FIFTH VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
BOB J MUELLER	SIXTH VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
KATHIANNE CRANE	TRUSTEE	1.00	Director	$0	$0	$0
JENNIFER TEICHMANN KERR	TRUSTEE	1.00	Director	$0	$0	$0
ANNE MCGREGOR	SECOND VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
MARY RHODES RUSSELL	TRUSTEE	1.00	Director	$0	$0	$0
LUCINDA RICE-PETRIE	TRUSTEE	1.00	Director	$0	$0	$0
BRIAN SNYDER	TRUSTEE	1.00	Director	$0	$0	$0
KEN B MCCLAIN	TRUSTEE	1.00	Director	$0	$0	$0
NED C MATTHEWS	TRUSTEE	1.00	Director	$0	$0	$0
HONORABLE ROY D BLUNT	PRESIDENT	1.00	Officer Director	$0	$0	$0
RILEY BOCK	TRUSTEE	1.00	Director	$0	$0	$0
RODNEY BOYD	TRUSTEE	1.00	Director	$0	$0	$0
KURT SCHAEFER	TRUSTEE	1.00	Director	$0	$0	$0
HONORABLE ROBERT M CLAYTON III	FIRST VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JAMES LEON COMBS	TRUSTEE	1.00	Director	$0	$0	$0
DOUG CREWS	TRUSTEE	1.00	Director	$0	$0	$0
STEVE E EHLMANN	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD FRANKLIN	TRUSTEE	1.00	Director	$0	$0	$0
STEVEN BRAWLEY	TRUSTEE	1.00	Director	$0	$0	$0
VIRGINIA LAAS	TRUSTEE	1.00	Director	$0	$0	$0
STEVE N LIMBAUGH JR	TRUSTEE	1.00	Director	$0	$0	$0
VICKI RUSSELL	FOURTH VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
SANDRA ENRIQUEZ	TRUSTEE	1.00	Director	$0	$0	$0
DR BLANCHE TOUHILL	TRUSTEE	1.00	Director	$0	$0	$0
MEGAN BEVER	TRUSTEE	1.00	Director	$0	$0	$0
DAN HEGEMAN	TRUSTEE	0.00	Director	$0	$0	$0
GERALD HIRSCH	DIRECTOR OF RESEARCH ACTIV	40.00	Highest	$0	$0	$136,910

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	No data	No data	No data	No data
2024	$1,272,317	$1,087,842	$8,746,220	$184,475
2023	$1,205,955	$1,058,843	$7,886,530	$147,112
2022	$1,450,178	$1,458,127	$7,318,381	$-7,949
2021	$2,911,425	$1,147,089	$8,000,594	$1,764,336
2020	$3,440,173	$1,511,021	$5,856,150	$1,929,152
2019	$1,646,888	$732,395	$3,747,288	$914,493
2018	$1,394,515	$551,843	$2,725,787	$842,672

THE STATE HISTORICAL SOCIETY OF MISSOURI