MOULTRIE COUNTY HISTORICAL & GENEALOGICAL SOCIETY (EIN 237290441) - 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

1973

Legal Domicile

Principal Officer

Jayme Fleming

Phone

2177284085

Tax Period

2025-01-01 to 2025-12-31

MOULTRIE COUNTY HISTORICAL AND GENEALOGICAL SOCIETY, founded in 1996, is a small nonprofit that reported $452K in total revenue in fiscal year 2022. The organization ran a surplus of $384K, a strong 85% operating margin.

Mission

Discover and collect history of Moultrie County.

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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 $54,137

Program Service Revenue $0

Investment Income $6,456

Other Revenue $0

TOTAL REVENUE $60,593

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $50,639

Other Expenses $64,004

TOTAL EXPENSES $64,004

Year-over-Year Comparison

	2025	2024	Change
Revenue	$60,593	$54,090	+0.1%
Expenses	$64,004	$60,432	+0.1%
Net Income	$-3,411	$-6,342	-0.5%

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

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
Jayme Fleming	Treasurer	Officer Director	$0	$0	$0
David Bowers	President	Officer Director	$0	$0	$0
Todd Harris	Trustee	Officer Director	$0	$0	$0
Allen Price	Trustee	Officer Director	$0	$0	$0
Paul L Stone	Legal Counsel	Officer Director	$0	$0	$0
Tony Feeler	Trustee	Officer Director	$0	$0	$0
Nancy Wildman	Museum Consultant	Officer Director	$0	$0	$0
Tonya Frevert	Website	Officer Director	$0	$0	$0
Donna Arendell	1st Vice President	Officer Director	$0	$0	$0
Ruth Shasteen	2nd Vice President	Officer Director	$0	$0	$0
Cheryl Avitts	Secretary	Officer Director	$0	$0	$0
Jeannie Barnes	Journal Editor	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	$60,593	$64,004	$761,535	$-3,411
2024	$54,090	$60,432	$762,441	$-6,342
2023	$48,093	$80,336	$767,254	$-32,243
2022	$451,699	$68,017	$847,282	$383,682

MOULTRIE COUNTY HISTORICAL & GENEALOGICAL SOCIETY