White River Valley Historical Society Inc
Nonprofit profile at a glance
- EIN
- 431650276
- IRS 990 coverage
- 2012–2025
- Forms available
- Form 990 2025
- Location
- Forsyth, MO, USA
- Phone
- 4175462210
- Rating
- 75
- Verdict
- SUPPORTED
- Rating confidence
- Standard
Reported finances
- Revenue
- $168,677
- Expenses
- $203,947
- Assets
- $316,115
- Liabilities
- $2,886
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
10 people listed
Executive titles in this filing
- JACKIE ADAMS (PRESIDENT)
Highest reported compensation
- DUSTAN S INGENTHRON (JOURNAL EDITOR & WEBMASTER): $24,199 total reported compensation
- PATRICIA L TRIMBLE (MANAGING DIRECTOR): $22,610 total reported compensation
- TOMMY ROBERTS (ADMINISTRATIVE ASSISTANT): $13,627 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The white river valley historical society protects, preserves, and promotes the cultural history of the upper white river valley, concentrating on taney county, Missouri.
What it reported doing in 2025
The white river valley historical society provides two area locations that display exhibits which depict the culture of the early settlers in taney county. These exhibits portray time related living conditions, artifacts, and the commercial aspects of the time periods. These exhibits are restyled periodically in order to provide a broader based education to area residents and visitors. Gift shops sell books and memorabilia depicting the history of early taney county. The forsyth location houses an extensive research library which is open to the public and all academia.
Operating model
- Revenue model
- Earned-program. 92% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and fundraising costs are high for each dollar raised.
Rating breakdown
- Financial Efficiency: 81
- Transparency & Controls: 69
- Accountability: 95
- Sustainability: 26
- Growth: 40
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 96.9%; rating input score 97
- Program expense ratio: 77.6%; rating input score 78
- Fundraising efficiency: $2.17 raised per $1 spent on fundraising; rating input score 10; 10th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 64th percentile among comparable filings
- Governance controls: 7 of 8 controls in place; rating input score 88
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: -20.9%; rating input score 11; 11th percentile among comparable filings
- Total-asset coverage ratio: 1.55; rating input score 52; 52nd percentile among comparable filings
- Liabilities to assets ratio: 0.01; rating input score 40; 40th percentile among comparable filings
- Officer compensation ratio: 29.6%; rating input score 11; 11th percentile among comparable filings
Growth
- Program expense growth: 1.6% per year; rating input score 100; 35th percentile among comparable filings
- Revenue growth: -1% per year; rating input score 0; 17th percentile among comparable filings
- Asset growth: -5.3% per year; rating input score 0; 9th percentile among comparable filings
Details
- Where the money goes: 96.9% of revenue deployed · 77.6% of spending went to programs
- Governance: 12 of 12 board members independent · 7 of 8 filing controls reported
- Programs: 3 filed program accomplishments · $158K in reported program spending
- Leadership: top reported pay $24K · 10 people listed · 0 of 6 pay-setting controls reported
- Consistency: 21 of 21 current checks pass
- Schedules: 5 filed schedules · includes major donors and executive pay
- Filing history: 14 filing years from 2012 to 2025
- Contacts: How to reach this organization
- Money network: 3 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- High — Financial Efficiency: Fundraising efficiency scored 10/100.
- High — Sustainability: Operating margin scored 11/100.
- High — Growth: Revenue growth scored 0/100.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- High — Growth: Asset growth scored 0/100.
- Review — Sustainability: Total-asset coverage ratio scored 52/100.
- High — Sustainability: Officer compensation ratio scored 11/100.
- Moderate — Sustainability: Liabilities to assets ratio scored 40/100.