Washington County Historical Association (EIN 476032845) - 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

1925

Legal Domicile

Phone

4024685740

Tax Period

2024-08-01 to 2025-07-31

Washington County Historical Association, founded in 1925, is a small nonprofit that reported $582K in total revenue in fiscal year 2024. Revenue fell 56% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $189K, a strong 32% operating margin.

Mission

Museum

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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 $399,890

Program Service Revenue $0

Investment Income $58,628

Other Revenue $123,032

TOTAL REVENUE $581,550

Expense Breakdown

Grants Paid $0

Salaries & Benefits $115,868

Fundraising Expenses $0

Program Expenses $392,786

Other Expenses $276,918

TOTAL EXPENSES $392,786

Year-over-Year Comparison

	2024	2023	Change
Revenue	$581,550	$1,318,086	-0.6%
Expenses	$392,786	$460,707	-0.1%
Net Income	$188,764	$857,379	-0.8%

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

N/A

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
Pat Tripp	Chairperson	2.00	Director	$0	$0	$0
Leeanna Ellis	Vice-Chairman	1.00	Director	$0	$0	$0
Jerry Grove	Treasurer	2.00	Director	$0	$0	$0
Donna Henton	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
2025	$581,550	$392,786	$1,958,861	$188,764
2024	$1,318,086	$460,707	$1,770,044	$857,379
2023	$364,669	$310,886	$912,203	$53,783
2022	$263,737	$191,685	$858,996	$72,052
2021	$182,823	$188,486	$785,782	$-5,663
2020	$268,355	$238,444	$791,445	$29,911
2019	$179,136	$215,773	$761,673	$-36,637

Washington County Historical Association