Big Horn County Historical Society (EIN 816033295) - 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

1974

Legal Domicile

Principal Officer

Merna Kincaid

Phone

4066651671

Tax Period

2023-01-01 to 2023-12-31

Big Horn County Historical Society, founded in 1974, is a small nonprofit that reported $380K in total revenue in fiscal year 2023. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $77K, a strong 20% operating margin.

Mission

The organization is dedicated to collecting, preserving, researching, restoring and exhibiting all items pertinent to the history and culture of Big Horn County Montana in a manner that will be interesting and informativ

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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 $256,116

Program Service Revenue $33,332

Investment Income $85,537

Other Revenue $4,828

TOTAL REVENUE $379,813

Expense Breakdown

Grants Paid $0

Salaries & Benefits $141,364

Fundraising Expenses $42

Program Expenses $244,384

Other Expenses $161,051

TOTAL EXPENSES $302,415

Year-over-Year Comparison

	2023	2022	Change
Revenue	$379,813	$343,772	+0.1%
Expenses	$302,415	$379,347	-0.2%
Net Income	$77,398	$-35,575	-3.2%

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
Elizabeth Mehling	President	002.00	Officer Director	$0	$0	$0
Larry Torske	Vice-president	001.00	Officer Director	$0	$0	$0
Glennine Schoen	Secretary	002.00	Officer Director	$0	$0	$0
Merna Kincaid	Treasurer	008.00	Officer Director	$0	$0	$0
Ann Bullis	Director	001.00	Director	$0	$0	$0
Larry Kiefer	Director	010.00	Director	$0	$0	$0
Gina Stevens	Director	001.00	Director	$0	$0	$0
Conrad Yerger	Director	001.00	Director	$0	$0	$0
Delores Pease	Director	001.00	Director	$0	$0	$0
Scott Uffelman	Director	001.00	Director	$0	$0	$0
Natasha Morton	Director	001.00	Director	$0	$0	$0
Dan Kern	Director	001.00	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	$379,813	$302,415	$3,100,253	$77,398
2022	$343,772	$379,347	$2,975,307	$-35,575
2021	$1,531,940	$255,699	$3,226,760	$1,276,241
2020	$1,148,752	$193,935	$2,057,248	$954,817
2019	$220,542	$268,899	$1,251,030	$-48,357
2018	$256,508	$265,072	$1,224,042	$-8,564

Big Horn County Historical Society