BOONE COUNTY HISTORICAL SOCIETY (EIN 510153202) - 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

1966

Legal Domicile

Principal Officer

Sue Kruckenberg

Phone

5154321907

Tax Period

2023-01-01 to 2023-12-31

BOONE COUNTY HISTORICAL SOCIETY, founded in 1966, is a micro nonprofit that reported $99K in total revenue in fiscal year 2023. Revenue surged 68% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 35% operating margin.

Mission

Boone County Historical Society seeks to engage individuals and communities in the discovery, preservation, and admiration of it's own history and culturally significance to create conversations to better understand the past, present, and future

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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 (2023)

Revenue Breakdown

Contributions & Grants $84,044

Program Service Revenue $5,170

Investment Income $2,418

Other Revenue $7,355

TOTAL REVENUE $98,987

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $64,698

Other Expenses $64,698

TOTAL EXPENSES $64,698

Year-over-Year Comparison

	2023	2022	Change
Revenue	$98,987	$58,805	+0.7%
Expenses	$64,698	$50,114	+0.3%
Net Income	$34,289	$8,691	+2.9%

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
Sue Kruckenburg	Board President	20	Director	$0	$0	$0
Rita Knight	Membership Chair	20	Officer	$0	$0	$0
Marty Lamoureux	Secretary	20	Officer	$0	$0	$0
Harry Vonk	Vice President	10	Officer	$0	$0	$0
Ryan Hanson	Co Treasurer	4	Officer	$0	$0	$0
Jo Howell	Board member	20	Officer	$0	$0	$0
Dave Howell	Board member	10	Officer	$0	$0	$0
Jeanne Wiebke	Board member	20	Officer	$0	$0	$0
Jerry Bretschneider	Board member	5	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
2024	No data	No data	No data	No data
2023	$98,987	$64,698	$933,402	$34,289
2022	$58,805	$50,114	$899,113	$8,691
2021	$423,200	$174,891	$866,116	$248,309
2020	$39,942	$28,911	$616,966	$11,031

BOONE COUNTY HISTORICAL SOCIETY