VIRDEN HISTORICAL SOCIETY (EIN 922040043) - 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

2023

Legal Domicile

Principal Officer

JON SWAPP

Phone

5054143494

Tax Period

2024-01-01 to 2024-12-31

VIRDEN HISTORICAL SOCIETY, founded in 2023, is a micro nonprofit that reported $8K in total revenue in fiscal year 2024. Revenue fell 96% from the prior year — a significant decline worth monitoring. Expenses of $107K exceeded revenue, resulting in a 1253% operating deficit.

Mission

TO PAY TRIBUTE TO THE EARLY SETTLERS OF THE VIRDEN VALLEY.

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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 (2024)

Revenue Breakdown

Contributions & Grants $7,892

Program Service Revenue $0

Investment Income $54

Other Revenue $0

TOTAL REVENUE $7,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,151

Other Expenses $107,499

TOTAL EXPENSES $107,499

Year-over-Year Comparison

	2024	2023	Change
Revenue	$7,946	$197,302	-1.0%
Expenses	$107,499	$97,749	+0.1%
Net Income	$-99,553	$99,553	-2.0%

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
JON SWAPP	PRESIDENT	N/A	Officer Director	$0	$0	$0
BETHLEEN SWAPP	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
MARGARET WALTON	TREASURER	N/A	Officer Director	$0	$0	$0
JEANE LUNT	CIO	N/A	Officer Director	$0	$0	$0
JONI TAYLOR	SECRETARY	N/A	Officer Director	$0	$0	$0
MINDY CLARIDGE	ASSISTANT SE	N/A	Officer Director	$0	$0	$0
BUDDY JENSEN	DIRECTOR	N/A	Director	$0	$0	$0
MARGARET WALTON	DIRECTOR	N/A	Director	$0	$0	$0
HEBER RICHINS	DIRECTOR	N/A	Director	$0	$0	$0
LISA NICOLL	DIRECTOR	N/A	Director	$0	$0	$0
JULIE BARLOW	DIRECTOR	N/A	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	$7,946	$107,499	No data	$-99,553
2023	$197,302	$97,749	$99,553	$99,553

VIRDEN HISTORICAL SOCIETY