OSCEOLA COUNTY HISTORICAL SOCIETY (EIN 592713072) - 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

1984

Legal Domicile

Principal Officer

KIMBERLY MURRAY

Phone

4073968644

Tax Period

2023-10-01 to 2024-09-30

OSCEOLA COUNTY HISTORICAL SOCIETY, founded in 1984, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue surged 75% from the prior year, signaling strong growth momentum. The organization ran a surplus of $608K, a strong 43% operating margin.

Mission

THE MISSION OF THE OSCEOLA COUNTY HISTORICAL SOCIETY IS TO COLLECT AND PRESERVE THE COUNTY'S HISTORY, AND PROVIDE EDUCATIONAL, RESEARCH AND RECREATIONAL OPPORTUNITIES TO FOSTER AN UNDERSTANDING AND ENJOYMENT OF THE AREA'S CULTURAL AND NATURAL HERITAGE

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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 $479,830

Program Service Revenue $453,706

Investment Income $7,768

Other Revenue $487,763

TOTAL REVENUE $1,429,067

Expense Breakdown

Grants Paid $0

Salaries & Benefits $436,904

Fundraising Expenses $98,140

Program Expenses $591,976

Other Expenses $384,527

TOTAL EXPENSES $821,431

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,429,067	$817,820	+0.7%
Expenses	$821,431	$708,542	+0.2%
Net Income	$607,636	$109,278	+4.6%

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

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

$66,903

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LISA LIU	NARCOOSSEE CHAPTER REPRESE	1.00	Officer Director	$0	$0	$0
REGINALD HARDEE	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHELBY THEILE	TREASURER	1.00	Officer Director	$0	$0	$0
FELICIA EDWARDS	DIRECTOR	1.00	Director	$0	$0	$0
SHELBY THEILE	IMMEDIATE PAST PRESIDENT	1.00	Officer Director	$0	$0	$0
MIKE SWEENEY	DIRECTOR	1.00	Director	$0	$0	$0
WILDA BELISLE	DIRECTOR	1.00	Director	$0	$0	$0
BERT RUIZ	PRESIDENT ELECT	1.00	Director	$0	$0	$0
MARY COOPER	DIRECTOR	1.00	Director	$0	$0	$0
JOZEF BLADEK	SECRETARY	1.00	Officer Director	$0	$0	$0
JO ANN CUMBIE	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER PAUL	DIRECTOR	1.00	Director	$0	$0	$0
MARK MCMELEY	DIRECTOR	1.00	Director	$0	$0	$0
MISTY JOHANTGEN	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA PARISH WALTERS	DIRECTOR	1.00	Director	$0	$0	$0
KIMBERLY MURRAY	EXECUTIVE DIRECTOR	40.00	Officer	$66,903	$0	$66,903

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	$1,429,067	$821,431	$1,066,622	$607,636
2023	$817,820	$708,542	$476,292	$109,278
2022	$548,937	$524,107	$410,672	$24,830
2021	$362,623	$414,976	$343,134	$-52,353
2020	$569,852	$521,848	$393,252	$48,004
2019	$464,966	$491,295	$347,859	$-26,329
2018	$640,118	$676,843	$360,577	$-36,725

OSCEOLA COUNTY HISTORICAL SOCIETY