MONROE COUNTY HISTORICAL SOCIETY (EIN 550638978) - 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

Larry Emerson

Phone

3047723544

Tax Period

2023-01-01 to 2023-12-31

MONROE COUNTY HISTORICAL SOCIETY, founded in 1966, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $39K in total revenue in fiscal year 2023. Revenue surged 239% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9K, a strong 23% operating margin.

Mission

Historic education and preservation

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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 $18,936

Program Service Revenue $0

Investment Income $12,701

Other Revenue $7,819

TOTAL REVENUE $39,456

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $100

Program Expenses $24,547

Other Expenses $30,230

TOTAL EXPENSES $30,230

Year-over-Year Comparison

	2023	2022	Change
Revenue	$39,456	$11,627	+2.4%
Expenses	$30,230	$28,927	+0.0%
Net Income	$9,226	$-17,300	-1.5%

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
Judy Wagner	Director	2	Director	$0	$0	$0
Bob Allen	Director	2	Director	$0	$0	$0
Helen Graves	Director	2	Director	$0	$0	$0
Rocky Parsons	Director	2	Director	$0	$0	$0
Bob Pomphrey	Director	2	Director	$0	$0	$0
Allison Tomlinson	Director	2	Director	$0	$0	$0
Barbara Ziegler	Director	2	Director	$0	$0	$0
Fred Ziegler	Past President	2	Director	$0	$0	$0
Larry Emerson	President	10	Officer	$0	$0	$0
Ward Lefler	Vice-president	5	Officer	$0	$0	$0
Becky Allen	Secretary	5	Officer	$0	$0	$0
Doris Franklin	Treasurer	5	Officer	$0	$0	$0
Ana Lusk	Corresponding Secretary	5	Officer	$0	$0	$0
Lynn Cutter	Past-President	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	$39,456	$30,230	$483,210	$9,226
2022	$11,627	$28,927	$459,953	$-17,300
2021	$140,599	$25,660	$518,818	$114,939

MONROE COUNTY HISTORICAL SOCIETY