DILLON HISTORICAL SOCIETY (EIN 570515089) - 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

1963

Legal Domicile

Phone

8438451036

Tax Period

2024-01-01 to 2024-12-31

DILLON HISTORICAL SOCIETY, founded in 1963, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $65K in total revenue in fiscal year 2024. Revenue surged 175% from the prior year, signaling strong growth momentum. The organization ran a surplus of $47K, a strong 71% operating margin.

Mission

HISTORICAL ACTIVITIES INCLUDING BUT NOT LIMITED TO MAINTAINING AND RUNNING THE DILLON HOUSE MUSEUM AS WELL AS THE LATTA 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 $3,791

Program Service Revenue $0

Investment Income $61,600

Other Revenue $0

TOTAL REVENUE $65,391

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,889

Other Expenses $18,769

TOTAL EXPENSES $18,769

Year-over-Year Comparison

	2024	2023	Change
Revenue	$65,391	$23,748	+1.8%
Expenses	$18,769	$30,268	-0.4%
Net Income	$46,622	$-6,520	-8.2%

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
OWEN WALLACE	DIRECTOR	1.00	Director	$0	$0	$0
HAROLD KORNBLUT	DIRECTOR	1.00	Director	$0	$0	$0
LINDA BROWN	TREASURER	2.00	Officer	$0	$0	$0
LESA BETHEA	VICE PRESIDENT	1.00	Officer	$0	$0	$0
OTHO LANE	CO PRESIDENT	2.00	Officer	$0	$0	$0
DENEENE HERRING	CO PRESIDENT	2.00	Officer	$0	$0	$0
DENEENE HERRING	SECRETARY	1.00	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	$65,391	$18,769	$917,891	$46,622
2023	$23,748	$30,268	$871,269	$-6,520
2022	$35,636	$33,659	$877,789	$1,977
2021	$36,072	$17,372	$875,812	$18,700
2020	$29,109	$24,752	$857,112	$4,357
2019	$33,253	$30,453	$852,755	$2,800
2018	$51,201	$41,817	$849,955	$9,384

DILLON HISTORICAL SOCIETY