CLAY COUNTY HISTORICAL SOCIETY & MUSEUM (EIN 470653740) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1955

Legal Domicile

Principal Officer

LEE SHERMAN

Phone

4027724041

Tax Period

2023-01-01 to 2023-12-31

CLAY COUNTY HISTORICAL SOCIETY & MUSEUM, founded in 1955, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $43K in total revenue in fiscal year 2023. Revenue decreased 16% compared to the prior year. Expenses of $81K exceeded revenue, resulting in a 88% operating deficit.

Mission

MUSEUM SUPPORT AND ANTIQUE AND COLLECTERS SHOW WITH EXHIBITORS

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $15,541

Program Service Revenue $26,552

Investment Income $347

Other Revenue $600

TOTAL REVENUE $43,040

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $79,058

Other Expenses $80,908

TOTAL EXPENSES $80,908

Year-over-Year Comparison

	2023	2022	Change
Revenue	$43,040	$51,542	-0.2%
Expenses	$80,908	$64,712	+0.3%
Net Income	$-37,868	$-13,170	+1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
JOYCE SCHLICK	V-PRESIDENT	3.00	Officer Director	$0	$0	$0
LUCILLE SCHLIEP	DIRECTOR	1.00	Officer	$0	$0	$0
LEE SHERMAN	PRESIDENT	1.00	Officer	$0	$0	$0
MIKE ANDERSON	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN WOLFE	SECRETARY	1.00	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	$43,040	$80,908	$1,067,132	$-37,868
2022	$51,542	$64,712	$1,064,856	$-13,170
2021	$78,406	$50,037	$1,154,532	$28,369
2020	$34,871	$28,209	$1,104,817	$6,662
2019	$51,263	$54,708	$1,049,403	$-3,445
2018	$50,219	$61,367	$1,004,579	$-11,148

CLAY COUNTY HISTORICAL SOCIETY & MUSEUM