Waller County Historical Society Inc (EIN 760127580) - 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

1972

Legal Domicile

Principal Officer

Truett Bell

Phone

9369313935

Tax Period

2023-01-01 to 2023-12-31

Waller County Historical Society Inc, founded in 1972, is a small nonprofit in the Arts, Culture & Humanities sector that reported $136K in total revenue in fiscal year 2023. Revenue surged 268% from the prior year, signaling strong growth momentum. The organization ran a surplus of $125K, a strong 92% operating margin.

Mission

Preservation of historical sites

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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 (2023)

Revenue Breakdown

Contributions & Grants $35,670

Program Service Revenue $0

Investment Income $100,198

Other Revenue $0

TOTAL REVENUE $135,868

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,982

Other Expenses $11,231

TOTAL EXPENSES $11,231

Year-over-Year Comparison

	2023	2022	Change
Revenue	$135,868	$36,910	+2.7%
Expenses	$11,231	$9,171	+0.2%
Net Income	$124,637	$27,739	+3.5%

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
Truett Bell	President (Society/Commission)	1.00	Officer Director	$0	$0	$0
Judy Robinson	Secretary (Society/Commission)	10.00	Officer Director	$0	$0	$0
Sandy Buller	VP (Society/Commission)	1.00	Officer Director	$0	$0	$0
Erin Sanders	Treasurer (Museum)	1.00	Officer 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
2024	No data	No data	No data	No data
2023	$135,868	$11,231	$559,897	$124,637

Waller County Historical Society Inc