THE WASHINGTON COUNTY HISTORICAL SOCIETY (EIN 480882253) - 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

1982

Legal Domicile

Principal Officer

ARLENE HIESTERMAN

Phone

7853252198

Tax Period

2021-06-01 to 2022-05-31

THE WASHINGTON COUNTY HISTORICAL SOCIETY, founded in 1982, is a small nonprofit that reported $257K in total revenue in fiscal year 2021. Revenue surged 870% from the prior year, signaling strong growth momentum. The organization ran a surplus of $212K, a strong 82% operating margin.

Mission

THE HISTORIAL SOCIETY'S MISSION IS TO SERVE THE PUBLIC BY SHOWING AND PRESERVING THE PAST AND PRESENT FOR THEM AND THEIR CHILDREN. THE SOCIETY ALSO ASSISTS WITH RESEARCH AND GENEOLOGY.

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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 (2021)

Revenue Breakdown

Contributions & Grants $256,408

Program Service Revenue $0

Investment Income $683

Other Revenue $0

TOTAL REVENUE $257,091

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $43,721

Other Expenses $45,190

TOTAL EXPENSES $45,190

Year-over-Year Comparison

	2021	2020	Change
Revenue	$257,091	$26,500	+8.7%
Expenses	$45,190	$19,869	+1.3%
Net Income	$211,901	$6,631	+31.0%

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

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
HARRY JAMES MOOREN	PRESIDENT	N/A	Officer Director	$0	$0	$0
FRANCIS WIENCK	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
TWILA SIMNETT	SECRETARY	N/A	Officer Director	$0	$0	$0
ARLENE HIESTERMAN	TREASURER	1.00	Officer Director	$0	$0	$0
SUSAN KEESECKER	DIRECTOR	N/A	Director	$0	$0	$0
SUE MEYERHOFF	DIRECTOR	N/A	Director	$0	$0	$0
TIM HARLEN	DIRECTOR	N/A	Director	$0	$0	$0
KATHLEEN CLARK	DIRECTOR	N/A	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
2022	$257,091	$45,190	$374,997	$211,901

THE WASHINGTON COUNTY HISTORICAL SOCIETY