OSCEOLA COUNTY HISTORICAL SOCIETY

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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, PRESERVE AND SHARE THE COUNTY'S HISTORY AND PROMOTING THE AREA'S CULTURAL AND NATURAL HERITAGE.

Program Service Accomplishments

Program 1

Expenses: $295,988

STAFF AND PRESENTATION OF TWO MUSEUMS, OPEN TO THE PUBLIC WHERE A) THE EVOLUTION OF THE ENVIRONMENT IN THE REGION AND B) A DAY IN THE LIFE DURING THE EARLY 1900'S IN RURAL FLORIDA, CAN BE EXPLORED...

STAFF AND PRESENTATION OF TWO MUSEUMS, OPEN TO THE PUBLIC WHERE A) THE EVOLUTION OF THE ENVIRONMENT IN THE REGION AND B) A DAY IN THE LIFE DURING THE EARLY 1900'S IN RURAL FLORIDA, CAN BE EXPLORED. EXPOSURE TO THE LIFE AND TIMES IN EARLY FLORIDA EDUCATES YOUTH ABOUT A LIFE BEFORE AIR CONDITIONING AND VIDEO GAMES. ADULTS ENJOY LEARNING ABOUT THE CHALLENGES FACED BY FARMERS AND CATTLEMEN TRYING TO BUILD AN ECONOMY AMID THE SWAMPS AND WITH A FREE RANGE LIFESTYLE.

Program 2

Expenses: $118,395

OVERALL PROGRAMMING TO BRING THE COMMUNITY INTO OSCEOLA HISTORY'S SPHERE OF REPRESENTATION OF COUNTY'S PAST WHICH IMPACTS THE PRESENT AND FUTURE. SHARING EVENTS AND EXHIBITS FOR THE COMMUNITY WHICH HIGHLIGHT THE HISTORY OF THE REGION AND CREATE A SENSE OF PLACE FOR VISITORS. ONGOING ACTIVITIES INCLUDE HISTORICAL DEMONSTRATIONS, MARKETPLACES, SHOWS, RE-ENACTMENTS, GAMES AND MORE INTENDED TO ENGAGE VISITORS WITH THE HISTORICAL EXPERIENCE.

Program 3

Expenses: $177,593

REACHING OUT TO THE COMMUNITY THROUGH CHAPTERS, WEBSITE AND OUTREACH TO BUILD AWARENESS OF THE HISTORICAL SOCIETY AS WELL AS TO DRAW IN THOSE PERSONS SEEKING TO KNOW MORE ABOUT THE OFFERINGS OF THE SOCIETY. BY EXPANDING ITS REACH, OSCEOLA HISTORY HOPES TO SHARE THE SENSE OF PLACE DEMONSTRATED ON SITE WITH THE LARGER AUDIENCE VIA VIRTUAL PROGRAMMING, SOCIAL MEDIA AND HISTORICAL LOCATIONS BEYOND THE PIONEER VILLAGE AND WELCOME CENTER/HISTORY 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 (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