ALLEN COUNTY HISTORICAL & GENEALOGY SOCIETY INC (EIN 611333172) - 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

1982

Legal Domicile

Principal Officer

JUDY KEOWN

Phone

2706228951

Tax Period

2024-07-01 to 2025-06-30

ALLEN COUNTY HISTORICAL & GENEALOGY SOCIETY INC, founded in 1982, is a small nonprofit in the Arts, Culture & Humanities sector that reported $430K in total revenue in fiscal year 2024. The organization ran a surplus of $405K, a strong 94% operating margin.

Mission

ITS PURPOSE IS TO CREATE AND FOSTER AN INTEREST IN THE HISTORY OF SCOTTSVILLE AND ALLEN COUNTY, KENTUCKY; TO ENCOURAGE HISTORICAL RESEARCH AND WRITING; TO COLLECT DOCUMENTS AND RELICS AND TO PROVIDE PROPER CARE FOR THEM; AND TO ESTABLISH A MUSEUM TO HOLD THE HISTORICAL MATERIAL PERTAINING TO SCOTTSVILLE AND ALLEN COUNTY, KENTUCKY

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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 $419,021

Program Service Revenue $0

Investment Income $2,420

Other Revenue $8,401

TOTAL REVENUE $429,842

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25,053

Other Expenses $25,053

TOTAL EXPENSES $25,053

Year-over-Year Comparison

	2024	2023	Change
Revenue	$429,842	N/A	N/A
Expenses	$25,053	N/A	N/A
Net Income	$404,789	N/A	N/A

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEWELL KEEN	DIRECTOR	N/A	Director	$0	$0	$0
JOYCE WALDEN	SECRETARY	N/A	Officer Director	$0	$0	$0
MARK HUNTSMAN	TREASURER	N/A	Officer Director	$0	$0	$0
DIANE FISHER	DIRECTOR	N/A	Director	$0	$0	$0
ANNE CLARK	DIRECTOR	N/A	Director	$0	$0	$0
PATTY MILLER	DIRECTOR	N/A	Director	$0	$0	$0
JUDY KEOWN	PRESIDENT	N/A	Officer Director	$0	$0	$0
JUNE CHANDLER	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT HARRISON	DIRECTOR	N/A	Director	$0	$0	$0
MICHAEL COOKSEY	DIRECTOR	N/A	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	$429,842	$25,053	$854,252	$404,789
2022	$39,554	$24,897	$504,337	$14,657
2021	$33,373	$24,218	$480,040	$9,155
2020	$44,752	$23,201	$470,885	$21,551
2019	$49,899	$22,330	$449,334	$27,569

ALLEN COUNTY HISTORICAL & GENEALOGY SOCIETY INC