Boone County Historical Society Inc (EIN 470632388) - 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

1924

Legal Domicile

Phone

4023956959

Tax Period

2024-07-01 to 2025-06-30

Boone County Historical Society Inc, founded in 1924, is a small nonprofit that reported $104K in total revenue in fiscal year 2024. The organization ran a surplus of $69K, a strong 67% operating margin.

Mission

Dedicated to acquiring, preserving,interpeting, and displaying the historical artifacts and records of Boone County.

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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 $100,976

Program Service Revenue $0

Investment Income $2,806

Other Revenue $0

TOTAL REVENUE $103,782

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $149

Other Expenses $34,368

TOTAL EXPENSES $34,368

Year-over-Year Comparison

	2024	2023	Change
Revenue	$103,782	N/A	N/A
Expenses	$34,368	N/A	N/A
Net Income	$69,414	$0	N/A

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
Ron Coakes	President	3.00	Officer	$0	$0	$0
Larry Swerczek	Vice President	6.00	Officer	$0	$0	$0
Christine	Grundmayer	2.50	Officer	$0	$0	$0
Pat Boilsen	Displays/Board Member	20.00	Director	$0	$0	$0
Leon Magsamen	Board Member	1.00	Director	$0	$0	$0
Fern Medlin	Board Member	2.00	Director	$0	$0	$0
Tom Dickey	Board Member	1.00	Director	$0	$0	$0
Dan Zoucha	Board Member	1.00	Director	$0	$0	$0
Lonnie Zrust	Board Member	1.00	Director	$0	$0	$0
Brian Yosten	County Commissioner	1.00	Director	$0	$0	$0
Mary Jane Noble	Admin Assistant	15.00	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
2025	$103,782	$34,368	$601,086	$69,414

Boone County Historical Society Inc