WILLIAMSBURG IOWA HISTORICAL SOCIETY (EIN 474755374) - 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

2015

Legal Domicile

Principal Officer

MARY MILLER

Phone

3196681651

Tax Period

2019-01-01 to 2019-12-31

WILLIAMSBURG IOWA HISTORICAL SOCIETY, founded in 2015, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.2M in total revenue in fiscal year 2019. The organization ran a surplus of $1.0M, a strong 84% operating margin.

Mission

THE ORGANIZATION MAINTAINS FIVE HISTORICAL BUILDINGS IN WILLIAMSBURG, IA WITH A COLLECTION OF HISTORICAL PHOTOS, ARTICLES AND ARTIFACTS WHICH ARE OPEN TO THE PUBLIC WITHOUT CHARGE.

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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 (2019)

Revenue Breakdown

Contributions & Grants $1,201,443

Program Service Revenue $0

Investment Income $0

Other Revenue $190

TOTAL REVENUE $1,201,633

Expense Breakdown

Grants Paid $0

Salaries & Benefits $120,859

Fundraising Expenses $0

Program Expenses $169,373

Other Expenses $72,252

TOTAL EXPENSES $193,111

Year-over-Year Comparison

	2019	2018	Change
Revenue	$1,201,633	$1,168,335	+0.0%
Expenses	$193,111	$157,755	+0.2%
Net Income	$1,008,522	$1,010,580	0.0%

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

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

$84,997

Total Directors

$84,997

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RITA MCDONALD	EXEC. DIRECTOR/SECRETARY	33.00	Officer Director	$42,499	$0	$42,499
MARY MILLER	CONTROLLER/TREASURER	33.00	Officer Director	$42,498	$0	$42,498
SANDRA FICKEN	DIRECTOR	5.00	Director	$0	$0	$0
MARCIA HOGAN	DIRECTOR	1.00	Director	$0	$0	$0
RONALD W HOLDEN	PRESIDENT	1.00	Officer 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
2019	$1,201,633	$193,111	$3,962,573	$1,008,522
2018	$1,168,335	$157,755	$2,951,799	$1,010,580

WILLIAMSBURG IOWA HISTORICAL SOCIETY