MARION COUNTY HISTORICAL SOCIETY I… - Form 990 Financial Data

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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

MIKE ROHALY

Phone

3045341776

Tax Period

2025-01-01 to 2025-12-31

MARION COUNTY HISTORICAL SOCIETY INC, founded in 1966, is a micro nonprofit in the Human Services sector that reported $51K in total revenue in fiscal year 2025. Net assets of $1.5M represent 365 months of operating reserves.

Mission

To preserve and share the rich history of Marion county ensuring our cultural heritage thrives for generations to come.

Program Service Accomplishments

Program 1

To preserve and share the rich history of Marion county ensuring our cultural heritage thrives for generations to come.

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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 (2025)

Revenue Breakdown

Contributions & Grants $29,156

Program Service Revenue $0

Investment Income $0

Other Revenue $21,443

TOTAL REVENUE $50,599

Expense Breakdown

Grants Paid $0

Salaries & Benefits $39,830

Fundraising Expenses $0

Other Expenses $9,266

TOTAL EXPENSES $49,096

Year-over-Year Comparison

	2025	2024	Change
Revenue	$50,599	N/A	N/A
Expenses	$49,096	N/A	N/A
Net Income	$1,503	N/A	N/A

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

N/A

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
GUY WARD	PRESIDENT	3	Officer	$0	$0	$0
NATE NEIZGODA	VICE PRESIDENT	1	Officer	$0	$0	$0
LEAH SMITH	SECRETARY	1	Officer	$0	$0	$0
DEVIN RICHARDS	PARLIAMENTARIAN	3	Officer	$0	$0	$0
MIKE ROHALY	TREASURER	1	Officer	$0	$0	$0
JACK OLIVER	HISTORIAN	1	Officer	$0	$0	$0
JOHN BRASUK	MEMBER AT LARGE	1	Officer	$0	$0	$0
GEORGE RAMSEY	MEMBER AT LARGE	1	Officer	$0	$0	$0
DORA K GRUBB	IMMEDIATE PAST PRESIDENT	1	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
2025	$50,599	$49,096	$1,539,218	$1,503

MARION COUNTY HISTORICAL SOCIETY INC