Louisa County Historical Society (EIN 237058587) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

Louisa County Historical Society, founded in 1966, is a micro nonprofit that reported $74K in total revenue in fiscal year 2018. Expenses of $105K exceeded revenue, resulting in a 43% operating deficit.

Mission

The Society seeks to preserve and present the history of Louisa County, Virginia. The Society operates a museum and offers educational programs to the public.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $132,435

Program Service Revenue $0

Investment Income $12,889

Other Revenue $0

TOTAL REVENUE $145,324

Expense Breakdown

Grants Paid $0

Salaries & Benefits $65,411

Fundraising Expenses $16,783

Program Expenses $126,983

Other Expenses $114,665

TOTAL EXPENSES $180,076

Year-over-Year Comparison

	2023	2022	Change
Revenue	$145,324	N/A	N/A
Expenses	$180,076	N/A	N/A
Net Income	$-34,752	N/A	N/A

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

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
Carson Lewis	Director	10.00	Director	$0	$0	$0
Deborah Coles	Director	10.00	Director	$0	$0	$0
Kelli Wilkinson	Director	10.00	Director	$0	$0	$0
Steve Weddle	Director	10.00	Director	$0	$0	$0
Matthew Kersey	Director	10.00	Director	$0	$0	$0
Deb Field	Director	10.00	Director	$0	$0	$0
Breese Glennon	President	10.00	Officer	$0	$0	$0
Randy Shapiro	Treasurer	10.00	Officer	$0	$0	$0
Vernon Fleming	Vice President	10.00	Officer	$0	$0	$0
Crystal Norbeck	Secretary	10.00	Officer	$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	$145,324	$180,076	$517,377	$-34,752
2022	$116,638	$168,907	$544,505	$-52,269
2021	$168,565	$158,596	$669,754	$9,969
2020	$131,150	$139,921	$637,747	$-8,771
2019	$171,147	$118,807	$609,035	$52,340
2018	$73,891	$105,481	$558,867	$-31,590

Louisa County Historical Society