ROSWELL HISTORICAL SOCIETY (EIN 237369498) - 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

1971

Legal Domicile

Principal Officer

JUDY MEER

Phone

7709921665

Tax Period

2022-01-01 to 2022-12-31

ROSWELL HISTORICAL SOCIETY, founded in 1971, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $161K in total revenue in fiscal year 2022. Revenue fell 319% from the prior year — a significant decline worth monitoring.

Mission

THE MISSION OF THE ROSWELL HISTORICAL SOCIETY IS TO COLLECT, PRESERVE, SHARE AND PROMOTE THE HISTORY OF THE CITY OF ROSWELL AND ENVIRONS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $97,311

Program Service Revenue $34,351

Investment Income $-249,718

Other Revenue $-42,759

TOTAL REVENUE $-160,815

Expense Breakdown

Grants Paid $0

Salaries & Benefits $32,655

Fundraising Expenses $250

Program Expenses $66,356

Other Expenses $44,798

TOTAL EXPENSES $77,453

Year-over-Year Comparison

	2022	2021	Change
Revenue	$-160,815	$73,465	-3.2%
Expenses	$77,453	$65,981	+0.2%
Net Income	$-238,268	$7,484	-32.8%

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

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

$32,309

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CLAUDIA URECH	FUNDRAISING DIRECTOR	0.50	Director	$0	$0	$0
JANET JOHNSON	CEMETERY PROJECT CHAIR	7.00	Director	$0	$0	$0
JUDY MEER	HEMBREE CHAIR	0.50	Director	$0	$0	$0
ELAINE DENIRO	RESEARCH LIBRARY & ARCHIVES	30.00	Director	$32,309	$0	$32,309
DONALD HORTON	MEMBERSHIP DIRECTOR	1.50	Director	$0	$0	$0
SHANNON HINKLEY	PUBLIC RELATIONS	0.00	Director	$0	$0	$0
KEVIN BAMFORD	PRESIDENT	6.00	Officer	$0	$0	$0
JULIETTE JOHNSON	TREASURER	3.75	Officer	$0	$0	$0
PATRICIA MILLER	VICE PRESIDENT	1.50	Officer	$0	$0	$0
ARCHIE RICARD	SECRETARY	0.75	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
2022	$-160,815	$77,453	$265,659	$-238,268
2021	$73,465	$65,981	$504,917	$7,484
2019	$85,246	$73,767	$510,967	$11,479

ROSWELL HISTORICAL SOCIETY