HISTORIC RESTORATION SOCIETY INC (EIN 205235080) - 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

2006

Legal Domicile

Principal Officer

JAY ROBERDS

Phone

2514316126

Tax Period

2023-07-01 to 2024-06-30

HISTORIC RESTORATION SOCIETY INC, founded in 2006, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.1M in total revenue in fiscal year 2017. Revenue grew 12% year-over-year, indicating healthy expansion. The organization ran a surplus of $904K, a strong 82% operating margin.

Mission

TO PRESERVE THE HISTORIC OR ARCHITECTURAL CHARACTER OF MOBILE, ALABAMA, TO PROMOTE AN APPRECIATION OF THE HISTORY, AND TO CONDUCT EDUCATIONAL ACTIVITES TO THE PUBLIC

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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 $872,008

Program Service Revenue $0

Investment Income $-2,290

Other Revenue $40,674

TOTAL REVENUE $910,392

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $685,571

Other Expenses $685,571

TOTAL EXPENSES $685,571

Year-over-Year Comparison

	2023	2022	Change
Revenue	$910,392	$789,899	+0.2%
Expenses	$685,571	$486,918	+0.4%
Net Income	$224,821	$302,981	-0.3%

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
JAY ROBERDS	PRESIDENT	0.00	Officer Director	$0	$0	$0
WALTER EDGAR	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
L PAGE STALCUPIII	DIRECTOR	0.00	Officer Director	$0	$0	$0
W CURTIS WILSON	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
JOAN GARDNER	SECRETARY	1.00	Officer Director	$0	$0	$0
BROOKS HIERONYMUS	TREASURER	0.00	Officer Director	$0	$0	$0
CART BLACKWELL	DIRECTOR	0.00	Director	$0	$0	$0
TOM MCGEHEE	DIRECTOR	0.00	Director	$0	$0	$0
TOM GAILLARD	DIRECTOR	0.00	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	$910,392	$685,571	$6,553,806	$224,821
2023	$789,899	$486,918	$6,828,813	$302,981
2022	$484,249	$296,332	$5,458,905	$187,917
2021	$447,472	$283,939	$7,343,697	$163,533
2020	$734,588	$245,468	$5,600,485	$489,120
2019	$1,008,421	$204,656	$4,294,874	$803,765
2018	$1,107,052	$203,549	$4,379,663	$903,503

HISTORIC RESTORATION SOCIETY INC