EASTERN SHORE OF VA HISTORICAL SOCIETY INC (EIN 237225383) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1957

Legal Domicile

Principal Officer

RICK TURNER

Phone

7577878012

Tax Period

2024-01-01 to 2024-12-31

EASTERN SHORE OF VA HISTORICAL SOCIETY INC, founded in 1957, is a small nonprofit that reported $379K in total revenue in fiscal year 2018. Revenue decreased 14% compared to the prior year. Expenses of $360K left a modest 5% surplus.

Mission

TO ENCOURAGE AND PROMOTE AN INTEREST IN THE STUDY OF THE HISTORY OF THE EASTERN SHORE AND THE COMMONWEALTH OF VIRGINIA; TO CARRY ON RESEARCH AND WORK OF A HISTORICAL CHARACTER; TO IDENTIFY AND PRESERVE HISTORIC BUILDINGS, LANDMARKS, AND OTHER OBJECTS AND DOCUMENTS OF HISTORICAL VALUE; TO PROMOTE HISTORICAL AND EDUCATIONAL PROJECTS THAT WILL AID IN THE DEVELOPMENT OF THE EASTERN SHORE OF VIRGINIA; AND TO PERFORM SUCH OTHER ACTS AS CONSISTENT WITH THE GENERAL PURPOSES OF A HISTORICAL SOCIETY.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $92,457

Program Service Revenue $2,880

Investment Income $29,950

Other Revenue $97,050

TOTAL REVENUE $222,337

Expense Breakdown

Grants Paid $0

Salaries & Benefits $200,722

Fundraising Expenses $20,279

Program Expenses $200,100

Other Expenses $126,454

TOTAL EXPENSES $327,176

Year-over-Year Comparison

	2024	2023	Change
Revenue	$222,337	$208,599	+0.1%
Expenses	$327,176	$327,129	+0.0%
Net Income	$-104,839	$-118,530	-0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

$63,000

Total Directors

$63,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
HILARY WILSON	EXECUTIVE DI	40.00	Officer Director	$63,000	$0	$63,000
SARAH KATHERINE BINGMAN	DIRECTOR	N/A	Director	$0	$0	$0
BARNABY CONRAD	DIRECTOR	N/A	Director	$0	$0	$0
SAMMY COOPER	DIRECTOR	N/A	Director	$0	$0	$0
CUSTIS DENNIS	DIRECTOR	N/A	Director	$0	$0	$0
DR ARTHUR FOURNIER	DIRECTOR	N/A	Director	$0	$0	$0
KATHERINE GRIER	DIRECTOR	N/A	Director	$0	$0	$0
SUSAN GROVE	DIRECTOR	N/A	Director	$0	$0	$0
BILL HELIN	PRESIDENT	N/A	Officer Director	$0	$0	$0
LAURA KERBIN	DIRECTOR	N/A	Director	$0	$0	$0
JOSH LATTIMORE	DIRECTOR	N/A	Director	$0	$0	$0
MARGARET MACKENZIE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
ANDY MASON	DIRECTOR	N/A	Director	$0	$0	$0
JOHN MONROE	DIRECTOR	N/A	Director	$0	$0	$0
CHRIS NEEDLES	DIRECTOR	N/A	Director	$0	$0	$0
DAVID SCOTT	DIRECTOR	N/A	Director	$0	$0	$0
ROBERT SPOTH	DIRECTOR	N/A	Director	$0	$0	$0
BETH TEMPLE	DIRECTOR	N/A	Director	$0	$0	$0
RICK TURNER	SECRETARY	N/A	Officer 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
2025	No data	No data	No data	No data
2024	$222,337	$327,176	$1,297,295	$-104,839
2023	$208,599	$327,129	$1,286,218	$-118,530
2022	$254,975	$333,306	$1,357,506	$-78,331
2021	$396,281	$285,998	$1,550,689	$110,283
2020	$222,354	$328,508	$1,366,408	$-106,154
2019	$309,986	$304,971	$1,376,035	$5,015
2018	$379,078	$359,763	$1,313,749	$19,315

EASTERN SHORE OF VA HISTORICAL SOCIETY INC