KENTUCKY HISTORICAL SOCIETY FOUNDATION INC

EIN: 611204590 501(c)(3) Arts, Culture & Humanities

FRANKFORT, KY

Total Revenue
$624,820
Total Expenses
$536,149
Total Assets
$7,875,518
Net Assets
$7,872,404
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1991
Legal Domicile
KY
Principal Officer
KATHEY G SANDERS
Phone
5027828130
Tax Period
2024-07-01 to 2025-06-30

KENTUCKY HISTORICAL SOCIETY FOUNDATION INC, founded in 1991, is a small nonprofit in the Arts, Culture & Humanities sector that reported $625K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $536K left a modest 14% surplus.

Mission

KHSF EXISTS SOLELY TO ASSIST AND SUPPORT THE KY HISTORICAL SOCIETY. THE KHS MISSION IS TO EDUCATE & ENGAGE THE PUBLIC THROUGH KY HISTORY TO CONFRONT THE CHALLENGES OF THE FUTURE.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $293,683
Program Service Revenue $20,415
Investment Income $310,722
Other Revenue $0
TOTAL REVENUE $624,820

Expense Breakdown

Grants Paid $0
Salaries & Benefits $248,140
Fundraising Expenses $72,912
Program Expenses $425,482
Other Expenses $288,009
TOTAL EXPENSES $536,149

Year-over-Year Comparison

2024 2023 Change
Revenue $624,820 $683,585 -0.1%
Expenses $536,149 $370,054 +0.4%
Net Income $88,671 $313,531 -0.7%
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

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Liquidity & Cash Position

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Governance

Voting Members
18
Independent Members
18
Employees
2
Volunteers
16

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
5
$0
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CAROLLE JONES CLAY PRESIDENT 1.00
Officer Director
$0 $0 $0
ANTHONY APRO SR FIRST VICE P 1.00
Officer Director
$0 $0 $0
DAN BARBERCHECK SEC VICE PRE 1.00
Officer Director
$0 $0 $0
RYAN NEWCOMB TREASURER 1.00
Officer Director
$0 $0 $0
SCOTT ALVEY SECRETARY 1.00
Officer Director
$0 $0 $0
STEPHEN GRAY TRUSTEE 1.00
Director
$0 $0 $0
HEATHER FRENCH HENRY TRUSTEE 1.00
Director
$0 $0 $0
CHRIS MORRIS TRUSTEE 1.00
Director
$0 $0 $0
TOM MUNNINGHOFF TRUSTEE 1.00
Director
$0 $0 $0
STEVE STEWART TRUSTEE 1.00
Director
$0 $0 $0
MARION FORCHT TRUSTEE 1.00
Director
$0 $0 $0
ELIZABETH LLOYD JONES TRUSTEE 1.00
Director
$0 $0 $0
JAMES C KLOTTER TRUSTEE 1.00
Director
$0 $0 $0
CRIT LUALLEN TRUSTEE 1.00
Director
$0 $0 $0
LOIS MATEUS TRUSTEE 1.00
Director
$0 $0 $0
MAGGY PATTERSON TRUSTEE 1.00
Director
$0 $0 $0
ROBERT RICH TRUSTEE 1.00
Director
$0 $0 $0
DAVID SMITH TRUSTEE 1.00
Director
$0 $0 $0
KATHEY G SANDERS EXECUTIVE DI 1.00
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 $624,820 $536,149 $7,875,518 $88,671
2024 $683,585 $370,054 $7,476,301 $313,531
2023 $457,357 $542,664 $6,770,281 $-85,307
2022 $671,720 $631,851 $6,363,716 $39,869
2021 $489,794 $457,862 $7,311,666 $31,932
2020 $833,861 $591,945 $5,794,675 $241,916
2019 $916,303 $641,422 $5,749,140 $274,881
2018 $744,271 $773,713 $5,783,391 $-29,442
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