Rogers County Historical Society (EIN 731195547) - 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

1971

Legal Domicile

Principal Officer

Bryan Casey

Tax Period

2025-01-01 to 2025-12-31

Rogers County Historical Society, founded in 1971, is a small nonprofit that reported $257K in total revenue in fiscal year 2025. Revenue surged 71% from the prior year, signaling strong growth momentum. Net assets of $761K represent 36 months of operating reserves.

Mission

Historic Preservation

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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 (2025)

Revenue Breakdown

Contributions & Grants $168,918

Program Service Revenue $0

Investment Income $10,297

Other Revenue $77,824

TOTAL REVENUE $257,039

Expense Breakdown

Grants Paid $0

Salaries & Benefits $31,923

Fundraising Expenses $2,520

Program Expenses $247,735

Other Expenses $231,963

TOTAL EXPENSES $263,886

Year-over-Year Comparison

	2025	2024	Change
Revenue	$257,039	$150,132	+0.7%
Expenses	$263,886	$165,002	+0.6%
Net Income	$-6,847	$-14,870	-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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bryan Casey	President	0.50	Officer Director	$0	$0	$0
Patrick Deaver	Vice President	0.50	Officer Director	$0	$0	$0
Fran Jones	Vice President	0.50	Officer Director	$0	$0	$0
Brian Morrison	Vice President	0.50	Officer Director	$0	$0	$0
Bobbie Cary	Treasurer	0.50	Officer Director	$0	$0	$0
Kim Morrison	Secretary	0.50	Officer Director	$0	$0	$0
Wes Cantwell	Director	0.50	Director	$0	$0	$0
Hoytana Benigar	Director	0.50	Director	$0	$0	$0
Charlene Birky	Director	0.50	Director	$0	$0	$0
Jenny Cantwell	Director	0.50	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	$257,039	$263,886	$907,850	$-6,847
2024	$150,132	$165,002	$833,590	$-14,870
2023	$207,459	$211,401	$851,198	$-3,942
2022	$124,167	$127,077	$841,227	$-2,910
2021	$115,727	$106,543	$864,337	$9,184
2020	$93,051	$88,497	$856,691	$4,554

Rogers County Historical Society