ST CHARLES HISTORICAL SOCIETY

EIN: 436055667 501(c)(3)

SAINT CHARLES, MO

Total Revenue
$165,525
Total Expenses
$179,685
Total Assets
$1,100,914
Net Assets
$1,023,549
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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
1956
Legal Domicile
MO
Principal Officer
JOAN KOECHIG
Phone
6369469828
Tax Period
2024-01-01 to 2024-12-31

ST CHARLES HISTORICAL SOCIETY, founded in 1956, is a small nonprofit that reported $166K in total revenue in fiscal year 2024. Revenue surged 22% from the prior year, signaling strong growth momentum. Net assets of $1.0M represent 74 months of operating reserves.

Mission

COLLECTION AND PRESERVATION OF HISTORICAL DOCUMENTS PERTAINING TO SAINT CHARLES COUNTY, MISSOURI AND MAKING THEM AVAILABLE TO THE GENERAL PUBLIC

Program Service Accomplishments

Program 1
Expenses: $89,131 Revenue: $73,542

COLLECTION AND PRESERVATION OF HISTORICAL DOCUMENTS PERTAINING TO SAINT CHARLES COUNTY, MISSOURI AND MAKING THEM AVAILABLE TO THE GENERAL PUBLIC

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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 (2024)

Revenue Breakdown

Contributions & Grants $73,542
Program Service Revenue $25,901
Investment Income $64,441
Other Revenue $1,641
TOTAL REVENUE $165,525

Expense Breakdown

Grants Paid $0
Salaries & Benefits $77,894
Fundraising Expenses $27,515
Program Expenses $89,131
Other Expenses $101,791
TOTAL EXPENSES $179,685

Year-over-Year Comparison

2024 2023 Change
Revenue $165,525 $135,505 +0.2%
Expenses $179,685 $160,434 +0.1%
Net Income $-14,160 $-24,929 -0.4%
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

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
Volunteers
20

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
5
$5,928
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
LINDA REA TREASURER 0.00
Officer
$5,928 $0 $5,928
JOAN KOECHIG PRESIDENT 0.00
Officer Director
$0 $0 $0
DAVID KOTTMANN 1ST VICE PRESIDENT 0.00
Officer Director
$0 $0 $0
STEVE TESSON 2ND VICE PRESIDENT 0.00
Officer Director
$0 $0 $0
ROBERT BROWN N/A 0.00
Director
$0 $0 $0
JIM BRYANT N/A 0.00
Director
$0 $0 $0
DENNIS HAHN N/A 0.00
Director
$0 $0 $0
RAY KEMP N/A 0.00
Director
$0 $0 $0
SCOTT LEWIS N/A 0.00
Director
$0 $0 $0
JACK SANDRIDGE N/A 0.00
Director
$0 $0 $0
ROBERT SANDFORT N/A 0.00
Director
$0 $0 $0
CAROL SELPH N/A 0.00
Director
$0 $0 $0
SALLY STUMBERG N/A 0.00
Director
$0 $0 $0
MIKE THOMSON N/A 0.00
Director
$0 $0 $0
RICH TIEMANN N/A 0.00
Director
$0 $0 $0
JUSTIN WATKINS N/A 0.00
Director
$0 $0 $0
LAURA MCDONALD SECRETARY 0.00
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 $165,525 $179,685 $1,100,914 $-14,160
2023 $135,505 $160,434 $1,083,694 $-24,929
2022 $411,393 $120,162 $1,068,213 $291,231
2021 $133,206 $130,095 $922,238 $3,111
2020 $90,877 $119,780 $867,808 $-28,903
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