DeKalb History Center Inc (EIN 237049254) - 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

1965

Legal Domicile

Principal Officer

Melissa Carlson

Phone

4043731088

Tax Period

2023-01-01 to 2023-12-31

DeKalb History Center Inc, founded in 1965, is a small nonprofit in the Arts, Culture & Humanities sector that reported $795K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $189K, a strong 24% operating margin.

Mission

Historical Preservation The Organization collects, preserves, and shares the history of DeKalb County, Georgia. The Organizations archives and museum are open to the public for research.

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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 $347,062

Program Service Revenue $30,761

Investment Income $-10,692

Other Revenue $427,985

TOTAL REVENUE $795,116

Expense Breakdown

Grants Paid $0

Salaries & Benefits $407,346

Fundraising Expenses $25,221

Program Expenses $457,351

Other Expenses $198,904

TOTAL EXPENSES $606,250

Year-over-Year Comparison

	2023	2022	Change
Revenue	$795,116	$717,824	+0.1%
Expenses	$606,250	$634,205	0.0%
Net Income	$188,866	$83,619	+1.3%

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

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

$97,910

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jacqui Steele	President	1.00	Officer Director	$0	$0	$0
Scott Candler IV	President-Elect	1.00	Officer Director	$0	$0	$0
Jack Regan	Treasurer	1.00	Officer Director	$0	$0	$0
Michael Lehman	Past President	1.00	Director	$0	$0	$0
Deborah Van Broekhaven	Secretary	1.00	Officer Director	$0	$0	$0
Valerie Biggerstaff	At large & Director	1.00	Officer Director	$0	$0	$0
Caroline Freeman	At large & Director	1.00	Officer Director	$0	$0	$0
Charlene S Bowden	Director	1.00	Director	$0	$0	$0
Monique C Brown	Director	1.00	Director	$0	$0	$0
Stephanie Cherry-Farmer	Director	1.00	Director	$0	$0	$0
Tricia Wynegar Drake	Director	1.00	Director	$0	$0	$0
Scott Drake	Director	1.00	Director	$0	$0	$0
Jackson McQuigg	Director	1.00	Director	$0	$0	$0
Stacy Rieke	Director	1.00	Director	$0	$0	$0
Dee Smith	Director	1.00	Director	$0	$0	$0
Dave Stanhope	Director	1.00	Director	$0	$0	$0
Lynn Watson-Powers	Director	1.00	Director	$0	$0	$0
Demetrice M Williams	Director	1.00	Director	$0	$0	$0
Mary K Jarboe	Trustee	1.00	Director	$0	$0	$0
Cathy Mullins	Trustee	1.00	Director	$0	$0	$0
Claudia Stucke	Trustee	1.00	Director	$0	$0	$0
Kenneth H Thomas Jr	Trustee	1.00	Director	$0	$0	$0
Betty Willis	Trustee	1.00	Director	$0	$0	$0
Melissa Forgey Carlson	Executive Director	40.00	Officer	$97,910	$0	$97,910

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	$795,116	$606,250	$1,615,511	$188,866
2022	$717,824	$634,205	$1,301,020	$83,619
2021	$785,754	$477,704	$1,360,811	$308,050
2020	$443,370	$419,307	$991,608	$24,063
2019	$561,720	$528,339	$966,213	$33,381
2018	$557,322	$478,960	$894,601	$78,362

DeKalb History Center Inc