SOCIETY OF COLONIAL WARS IN STATE OF GA (EIN 237117342) - 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

1977

Legal Domicile

Principal Officer

ROBERT H DANIELS

Phone

9122344476

Tax Period

2023-02-01 to 2024-01-31

SOCIETY OF COLONIAL WARS IN STATE OF GA, founded in 1977, is a small nonprofit in the Arts, Culture & Humanities sector that reported $270K in total revenue in fiscal year 2023. Revenue surged 84% from the prior year, signaling strong growth momentum. The organization ran a surplus of $146K, a strong 54% operating margin.

Mission

TO PERPETUATE THE MEMORY OF COLONIAL HISTORY BY SEEKING TO COLLECT AND PRESERVE SUCH HISTORICAL RECORDS RELATING TO THE AMERICAN COLONIAL PERIOD, AND ERECTING RELATED MEMORIALS TO INSPIRE ITS MEMBERS AND THE COMMUNITY.

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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 $145,620

Program Service Revenue $100,000

Investment Income $24,566

Other Revenue $0

TOTAL REVENUE $270,186

Expense Breakdown

Grants Paid $9,300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,180

Other Expenses $115,306

TOTAL EXPENSES $124,606

Year-over-Year Comparison

	2023	2022	Change
Revenue	$270,186	$146,681	+0.8%
Expenses	$124,606	$140,243	-0.1%
Net Income	$145,580	$6,438	+21.6%

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

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
ROBERT V MARTIN IV	GOVERNER	0.20	Officer Director	$0	$0	$0
ROBERT H DANIELS	TREASURER	0.20	Officer Director	$0	$0	$0
JASON C PEDIGO	SECRETARY	0.00	Officer Director	$0	$0	$0
R ALLEN WILLIAMS	DEPUTY GOVERNOR GENERAL	0.00	Officer Director	$0	$0	$0
JAMES F WHITE PHD	DIRECTOR; LIEUTENANT GOVERNOR	0.00	Officer Director	$0	$0	$0
WADE H HOOPER	DIRECTOR; DEPUTY LIEUTENANT GOVERNOR	0.00	Officer Director	$0	$0	$0
JOHN HELM MACLEAN	REGISTRAR	0.20	Officer Director	$0	$0	$0
WILLIAM L BELFORD JR PHD	DIRECTOR; HISTORIAN	0.00	Officer Director	$0	$0	$0
CHARLES W BARROW	DIRECTOR; CHANCELLOR	0.00	Officer Director	$0	$0	$0
ROBERT O BALL III	DIRECTOR; DEPUTY VICE LIEUTENANT GOVERNOR	0.00	Director	$0	$0	$0
DAVID M THOMAS	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
2026	No data	No data	No data	No data
2025	No data	No data	No data	No data
2024	$270,186	$124,606	$328,951	$145,580

SOCIETY OF COLONIAL WARS IN STATE OF GA