McDADE HISTORICAL SOCIETY (EIN 743013188) - 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

1962

Legal Domicile

Principal Officer

Fred Wilson

Tax Period

2025-01-01 to 2025-12-31

McDADE HISTORICAL SOCIETY, founded in 1962, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $69K in total revenue in fiscal year 2025. Revenue fell 24% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $46K, a strong 67% operating margin.

Mission

MHS, a non-profit 501.c3 organization, is a group of volunteers interested in the preservation of history and sense of community in the McDade area. The purpose of MHS is to gather, document, encourage, preserve, promote, and protect the cultural heritage of the McDade area.

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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 $25,562

Program Service Revenue $0

Investment Income $81

Other Revenue $43,320

TOTAL REVENUE $68,963

Expense Breakdown

Grants Paid $2,483

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $22,584

Other Expenses $20,101

TOTAL EXPENSES $22,584

Year-over-Year Comparison

	2025	2024	Change
Revenue	$68,963	$90,662	-0.2%
Expenses	$22,584	$24,160	-0.1%
Net Income	$46,379	$66,502	-0.3%

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

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	Role	Reportable Comp	Other Comp	Total
Fred Wilson	President	Officer	$0	$0	$0
Johnny Klemn	Vice-President	Officer	$0	$0	$0
Kathleen Grissom	Secretary	Officer	$0	$0	$0
Elizabeth Moody	Treasurer	Officer	$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	$68,963	$22,584	$25,613	$46,379
2024	$90,662	$24,160	$22,627	$66,502
2023	$60,442	$12,030	$27,525	$48,412
2022	$33,060	$8,315	$18,467	$24,745

McDADE HISTORICAL SOCIETY