SOUTHWESTERN INDIANA HISTORICAL SO… - 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

2008

Legal Domicile

Principal Officer

Robert C Spear

Phone

8124776777

Tax Period

2020-01-01 to 2020-12-31

SOUTHWESTERN INDIANA HISTORICAL SOCIETY INC, founded in 2008, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $2K in total revenue in fiscal year 2020. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2K, a strong 97% operating margin.

Mission

In normal (non-COVID) years, Southwestern offers seven programs and usually a tour each year. Southwestern also supports area historical projects. In 2020 we had only one program before COVID shut down in-person meetings, but we did offer two programs on Indiana state parks through YouTube.

Program Service Accomplishments

Program 1

Expenses: $25 Revenue: $210

The expenses for our monthly programs, not counting mailing the announcements, are the honoraria for the speakers. In 2020 we had only one meeting before COVID shut everything down, so the speaker's fee for the year was $25.00. The annual dues which we had collected at that meeting covered the expense. [The mailing expenses for the February meeting and the planned March meeting (which was cancelled a few days before it was scheduled to take place) were also $25.00, for the two sheets of stamps and the printing costs.]

Program 2

Expenses: $0 Revenue: $0

Southwestern did not feel safe in sponsoring a tour in 2020.

Program 3

Expenses: $0 Revenue: $0

Southwestern did not receive any requests to sponsor historical projects in 2020, but we understand that we will receive a project proposal in 2021.

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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 (2020)

Revenue Breakdown

Contributions & Grants $210

Program Service Revenue $0

Investment Income $1,318

Other Revenue $326

TOTAL REVENUE $1,854

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $25

Other Expenses $55

TOTAL EXPENSES $55

Year-over-Year Comparison

	2020	2019	Change
Revenue	$1,854	$1,366	+0.4%
Expenses	$55	$657	-0.9%
Net Income	$1,799	$709	+1.5%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert C Spear	President	1	Officer Director	$0	$0	$0
Jennifer A Greene	Vice President	2	Officer Director	$0	$0	$0
Vivian M Taylor	Secretary-Treasurer	2	Officer Director	$0	$0	$0
Nan Benedict	Director	1	Director	$0	$0	$0
Terry W Hughes	Director	1	Director	$0	$0	$0
Kate Linderman	Director	0	Director	$0	$0	$0
Dr James MacLeod	Director	1	Director	$0	$0	$0
Dr Thomas Rodgers	Director	1	Director	$0	$0	$0
Patricia Sides	Director	1	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
2020	$1,854	$55	$43,109	$1,799

SOUTHWESTERN INDIANA HISTORICAL SOCIETY INC