PHILLIPS COUNTY HISTORICAL SOCIETY (EIN 810364319) - 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

1976

Legal Domicile

Principal Officer

CAROL KIENENBERGER

Phone

4066541037

Tax Period

2023-10-01 to 2024-09-30

PHILLIPS COUNTY HISTORICAL SOCIETY, founded in 1976, is a small nonprofit that reported $103K in total revenue in fiscal year 2023. Revenue surged 53% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 55% operating margin.

Mission

TO PRESERVE HISTORY IN PHILLIPS COUNTY AND TO SUPPORT THE PHILLIPS COUNTY MUSEUM

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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 $18,657

Program Service Revenue $7,112

Investment Income $50,546

Other Revenue $26,254

TOTAL REVENUE $102,569

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $1,475

Other Expenses $45,697

TOTAL EXPENSES $45,697

Year-over-Year Comparison

	2023	2022	Change
Revenue	$102,569	$66,889	+0.5%
Expenses	$45,697	$51,408	-0.1%
Net Income	$56,872	$15,481	+2.7%

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
CAROL KIENENBERGER	PRESIDENT	1.00	Officer Director	$0	$0	$0
SHARON EMOND	DIRECTOR	1.00	Director	$0	$0	$0
KAY HOULD	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
LYNETTE EREAUX	DIRECTOR	1.00	Director	$0	$0	$0
DAVID RUMMEL	DIRECTOR	1.00	Director	$0	$0	$0
KRISTA FAHLGREN	SECRETARY	1.00	Officer Director	$0	$0	$0
CHERI DOLL	TREASURER	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
2025	No data	No data	No data	No data
2024	$102,569	$45,697	$641,227	$56,872
2023	$66,889	$51,408	$584,357	$15,481
2022	$-14,599	$50,550	$568,876	$-65,149
2021	$85,921	$58,517	$634,016	$27,404
2020	$92,124	$44,565	$610,612	$47,559
2019	$47,985	$43,874	$567,053	$4,111
2018	$33,567	$46,299	$566,942	$-12,732

PHILLIPS COUNTY HISTORICAL SOCIETY