THE HARRODSBURG 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

1910

Legal Domicile

Principal Officer

ANN C HOWELLS

Phone

8597345985

Tax Period

2023-01-01 to 2023-12-31

THE HARRODSBURG HISTORICAL SOCIETY, founded in 1910, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $47K in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $57K exceeded revenue, resulting in a 20% operating deficit.

Mission

EDUCATION OF THE PUBLIC CONCERNING THE HISTORY OF THE AREA

Program Service Accomplishments

Program 1

Expenses: $1,019

NEWSLETTERS MAILED BIMONTHLY TO SOCIETY MEMBERS, LIBRARIES AND INTERESTED ORGANIZATIONS.

Program 2

Expenses: $13,832 Revenue: $10,193

SPECIAL EVENTS, BOOK SALES, TOURS OF HISTORICAL HOMES AND GENEALOGY RESEARCH USED TO EDUCATE THE PUBLIC CONCERNING THE HISTORY OF THE AREA.

Program 3

Expenses: $9,775

RESTORATION AND PRESERVATION OF OLD MUD MEETING HOUSE IN MERCER COUNTY.

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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 $25,714

Program Service Revenue $10,193

Investment Income $1,666

Other Revenue $9,600

TOTAL REVENUE $47,173

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,626

Other Expenses $56,533

TOTAL EXPENSES $56,533

Year-over-Year Comparison

	2023	2022	Change
Revenue	$47,173	$88,703	-0.5%
Expenses	$56,533	$63,333	-0.1%
Net Income	$-9,360	$25,370	-1.4%

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	Role	Reportable Comp	Other Comp	Total
DAVID KIRKPATRICK	BOARD MEMBER	Director	$0	$0	$0
JULIE BALL	SECRETARY	Officer Director	$0	$0	$0
NATHAN SAUCEDO	BOARD MEMBER	Director	$0	$0	$0
PERCY SPENCER	BOARD MEMBER	Director	$0	$0	$0
NANCY HILL	PRESIDENT	Officer Director	$0	$0	$0
LARRIE CURRY	BOARD MEMBER	Director	$0	$0	$0
ANN HOWELLS	TREASURER	Officer Director	$0	$0	$0
HARRIET RUBY	BOARD MEMBER	Director	$0	$0	$0
JAMES BOTTS	VICE PRESIDENT	Officer Director	$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$47,173	$56,533	$747,378	$-9,360
2022	$88,703	$63,333	$756,738	$25,370
2021	$37,117	$37,685	$731,368	$-568
2020	$23,961	$33,098	$731,938	$-9,137
2019	$48,211	$32,202	$740,750	$16,009