EASTERN CABARRUS HISTORICAL SOCIETY INC

EIN: 237361913 501(c)(3)

MOUNT PLEASANT, NC

Total Revenue
$92,433
Total Expenses
$72,019
Total Assets
$2,518,011
Net Assets
$2,518,011
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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
NC
Principal Officer
Kay Beckett
Phone
8285950970
Tax Period
2020-01-01 to 2020-12-31

EASTERN CABARRUS HISTORICAL SOCIETY INC, founded in 1973, is a micro nonprofit that reported $92K in total revenue in fiscal year 2020. Revenue surged 126% from the prior year, signaling strong growth momentum. The organization ran a surplus of $20K, a strong 22% operating margin.

Mission

Built in 1855 the Museum is on the National Register of Historic Places. It features a glimpse of Cabarrus County life from 1850 to the late 1900's.

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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%)

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Financial Overview (2020)

Revenue Breakdown

Contributions & Grants $76,716
Program Service Revenue $0
Investment Income $15,717
Other Revenue $0
TOTAL REVENUE $92,433

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $4,166
Other Expenses $72,019
TOTAL EXPENSES $72,019

Year-over-Year Comparison

2020 2019 Change
Revenue $92,433 $40,970 +1.3%
Expenses $72,019 $41,403 +0.7%
Net Income $20,414 $-433 -48.1%
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

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Governance

Voting Members
13
Independent Members
13
Employees
N/A
Volunteers
23

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
4
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Andi Edmenston Secretary 4.00
Officer
$0 $0 $0
Sam Treadaway President 15.00
Officer
$0 $0 $0
Robert Poplin Vice President 3.00
Officer
$0 $0 $0
Kay Beckett Treasurer 4.00
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
2020 $92,433 $72,019 $2,518,011 $20,414
2019 $40,970 $41,403 $2,483,208 $-433
2018 $33,756 $36,060 $2,446,551 $-2,304
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