BIG ROCK HISTORICAL SOCIETY (EIN 364038337) - 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

1998

Legal Domicile

Principal Officer

SUE BECK

Phone

6308789040

Tax Period

2025-01-01 to 2025-12-31

BIG ROCK HISTORICAL SOCIETY, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $183K in total revenue in fiscal year 2025. Revenue surged 47% from the prior year, signaling strong growth momentum. Expenses of $267K exceeded revenue, resulting in a 46% operating deficit.

Mission

TO ESTABLISH, MAINTAIN, AND OPERATE A MUSEUM FOR THE GENERAL PUBLIC, AND TO COLLECT, RESEARCH, CARE FOR AND INTERPRET MATERIALS AND ARTIFACTS OF CULTURAL AND HISTORICAL INTEREST TO THE RESIDENTS OF BIG ROCK AND VISTORS TO THE MUSEUM/LIBRARY.

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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 $113,433

Program Service Revenue $7,949

Investment Income $15,003

Other Revenue $47,070

TOTAL REVENUE $183,455

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,937

Fundraising Expenses $415

Program Expenses $228,179

Other Expenses $255,412

TOTAL EXPENSES $267,349

Year-over-Year Comparison

	2025	2024	Change
Revenue	$183,455	$125,195	+0.5%
Expenses	$267,349	$88,932	+2.0%
Net Income	$-83,894	$36,263	-3.3%

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

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
SUE BECK	PRESIDENT	N/A	Officer	$0	$0	$0
STEPHEN MICHAEL	TREASURER	N/A	Officer	$0	$0	$0
MARY ROGERSON	SECRETARY	N/A	Officer	$0	$0	$0
JERRY THOMAS	VICE PRESIDE	N/A	Officer	$0	$0	$0
JERRY THOMPSON	DIRECTOR	N/A	Director	$0	$0	$0
JONI ROSCOE	DIRECTOR	N/A	Director	$0	$0	$0
JOHN ROGERSON	DIRECTOR	N/A	Director	$0	$0	$0
JANIS FINLEY	DIRECTOR	N/A	Director	$0	$0	$0
LINDSEY ZAMBRANO	DIRECTOR	N/A	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	$183,455	$267,349	$2,324,948	$-83,894
2024	$125,195	$88,932	$2,408,842	$36,263
2023	$77,329	$113,256	$2,372,579	$-35,927
2022	$48,787	$81,784	$2,408,506	$-32,997
2021	$200,405	$110,563	$2,441,782	$89,842
2020	$1,916,126	$36,163	$2,351,940	$1,879,963

BIG ROCK HISTORICAL SOCIETY