Bath County Historical Society Inc (EIN 237088239) - 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

1959

Legal Domicile

Principal Officer

Richard Armstrong

Phone

5408392543

Tax Period

2021-01-01 to 2021-12-31

Bath County Historical Society Inc, founded in 1959, is a micro nonprofit that reported $52K in total revenue in fiscal year 2018. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $11K, a strong 22% operating margin.

Mission

Historical Information

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2021)

Revenue Breakdown

Contributions & Grants $37,080

Program Service Revenue $0

Investment Income $5

Other Revenue $0

TOTAL REVENUE $37,085

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,184

Fundraising Expenses $0

Program Expenses $8,399

Other Expenses $20,314

TOTAL EXPENSES $33,498

Year-over-Year Comparison

	2021	2020	Change
Revenue	$37,085	$38,553	0.0%
Expenses	$33,498	$53,988	-0.4%
Net Income	$3,587	$-15,435	-1.2%

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

Total Directors

Key Employees

$12,193

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Richard Armstrong	President	5.00	Officer	$0	$0	$0
Opal Gazzola	Vice-President	3.00	Officer	$0	$0	$0
Jean Von Schilling	Secretary	4.00	Officer	$0	$0	$0
Pamela Webb	Treasurer	3.00	Officer	$0	$0	$0
Lori Skeens	Director	1.00	Director	$0	$0	$0
Perlista Henry	Director	1.00	Director	$0	$0	$0
Terry Ammons	Director	1.00	Director	$0	$0	$0
Annette Kirby	Director	1.00	Director	$0	$0	$0
Martha Minetree	Director	1.00	Director	$0	$0	$0
Sarah Irwin	Secretary	8.00	Key Emp	$0	$0	$0
Karen Buzzard	Researcher	12.00	Key Emp	$2,230	$0	$2,230
Richard Armstrong	Researcher	12.00	Key Emp	$5,600	$0	$5,600
Sarah Paxton	Researcher	12.00	Key Emp	$4,363	$0	$4,363

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
2021	$37,085	$33,498	$92,969	$3,587
2020	$38,553	$53,988	$84,538	$-15,435
2019	$41,776	$57,426	$90,916	$-15,650
2018	$51,541	$40,106	$137,923	$11,435

Bath County Historical Society Inc