OLDHAM 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

1991

Legal Domicile

Principal Officer

Nancy S Theiss

Phone

5022220826

Tax Period

2024-01-01 to 2024-12-31

OLDHAM COUNTY HISTORICAL SOCIETY INC, founded in 1991, is a small nonprofit in the Arts, Culture & Humanities sector that reported $419K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $387K left a modest 8% surplus.

Mission

The mission of the Oldham County History Center is to collect, record, and share the rich history of Oldham County and its communities, and to create a sense of place and connect its residents and visitors, young and old, with the past.

Program Service Accomplishments

Program 1

Expenses: $223,270 Revenue: $93,208

The organization conducts tours and programs to educate the public about the history of Oldham County. They also provide resources for education, research and family history.

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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 $214,817

Program Service Revenue $21,554

Investment Income $146,527

Other Revenue $36,362

TOTAL REVENUE $419,260

Expense Breakdown

Grants Paid $0

Salaries & Benefits $145,243

Fundraising Expenses $77,624

Program Expenses $223,270

Other Expenses $242,030

TOTAL EXPENSES $387,273

Year-over-Year Comparison

	2024	2023	Change
Revenue	$419,260	$365,075	+0.1%
Expenses	$387,273	$302,019	+0.3%
Net Income	$31,987	$63,056	-0.5%

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

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

$62,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kevin Eldridge	Chairman	2.00	Officer Director	$0	$0	$0
Robert Martin	Board Member	2.00	Officer Director	$0	$0	$0
Greg Hinkle	Vice President	2.00	Officer Director	$0	$0	$0
Ken Dahlgren	Treasurer	4.00	Officer Director	$0	$0	$0
Frenchie Sweatt	Secretary	2.00	Officer Director	$0	$0	$0
Terri Miller	Board Member	1.00	Director	$0	$0	$0
Karen Horton	Board Member	1.00	Director	$0	$0	$0
Jo Ross	Board Member	1.00	Director	$0	$0	$0
James Sweatt	Board Member	1.00	Director	$0	$0	$0
Jim Zimmerman	Board Member	1.00	Director	$0	$0	$0
Shirley Edward Hinkle	Board Member	1.00	Director	$0	$0	$0
Karin Soltau	Board Member	1.00	Director	$0	$0	$0
Rita Underwood	Board Member	2.00	Director	$0	$0	$0
Nancy Morgan	Gala Chair	2.00	Director	$0	$0	$0
Nancy S Theiss	Executive Director	40.00	Officer	$62,600	$0	$62,600

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	$419,260	$387,273	$4,375,431	$31,987
2023	$365,075	$302,019	$4,282,212	$63,056
2022	$379,754	$307,314	$4,056,436	$72,440
2021	$282,512	$250,332	$4,112,024	$32,180
2020	$1,073,308	$234,322	$4,079,844	$838,986
2019	$247,348	$235,939	$3,177,868	$11,409
2018	$342,680	$220,257	$3,171,838	$122,423

OLDHAM COUNTY HISTORICAL SOCIETY INC