CHAPPELL HILL HISTORICAL SOCIETY (EIN 237099049) - 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

1964

Legal Domicile

Phone

9798366033

Tax Period

2025-01-01 to 2025-12-31

CHAPPELL HILL HISTORICAL SOCIETY, founded in 1964, is a small nonprofit in the Arts, Culture & Humanities sector that reported $339K in total revenue in fiscal year 2025. Net assets of $1.7M represent 59 months of operating reserves.

Mission

PRESERVATION OF HISTORIC BUILDINGS AND EDUCATION OF THE PUBLIC TO THEHISTORY OF THE IMMEDIATE AREA.

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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 (2025)

Revenue Breakdown

Contributions & Grants $278,105

Program Service Revenue $0

Investment Income $25,600

Other Revenue $34,935

TOTAL REVENUE $338,640

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,183

Fundraising Expenses $0

Program Expenses $366,144

Other Expenses $304,961

TOTAL EXPENSES $366,144

Year-over-Year Comparison

	2025	2024	Change
Revenue	$338,640	$341,998	0.0%
Expenses	$366,144	$375,869	0.0%
Net Income	$-27,504	$-33,871	-0.2%

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

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	Role	Reportable Comp	Other Comp	Total
ROSA NEWSOME	VICE PRESIDENT	Officer	$0	$0	$0
JANICE WICK	DIRECTOR	Officer	$0	$0	$0
STEVE TREVINO	PRESIDENT	Officer	$0	$0	$0
JIM LOCKE	DIRECTOR	Officer	$0	$0	$0
ASHLEY JEZIERSKI	TREASURER	Officer	$0	$0	$0
SUSAN CHISOLM	DIRECTOR	Officer	$0	$0	$0
LINDA COOK	SECRETARY	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
2025	$338,640	$366,144	$1,859,754	$-27,504
2024	$341,998	$375,869	$1,660,806	$-33,871
2023	$279,773	$239,572	$1,700,865	$40,201
2022	$165,500	$125,613	$1,631,304	$39,887
2021	$167,095	$153,200	$1,662,379	$13,895
2020	$43,772	$115,775	$1,323,473	$-72,003
2019	$111,988	$109,676	$1,260,831	$2,312

CHAPPELL HILL HISTORICAL SOCIETY