TAZEWELL COUNTY GENEALOGICAL AND HISTORICAL SOCIETY (EIN 371052895) - 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

1979

Legal Domicile

Principal Officer

SUSAN RYNERSON

Phone

3094443044

Tax Period

2024-01-01 to 2024-12-31

TAZEWELL COUNTY GENEALOGICAL AND HISTORICAL SOCIETY, founded in 1979, is a micro nonprofit that reported $77K in total revenue in fiscal year 2024. The organization ran a surplus of $45K, a strong 59% operating margin.

Mission

TO COLLECT, PRESERVE, AND INDEX RECORDS USEFUL FOR RESEARCHING LOCAL AND FAMILY HISTORY. ALSO, MANY MATERIALS ARE ORGANIZED AND PUBLISHED IN PRINTED OR DIGITAL FORMAT AND MADE AVAILABLE FOR PURCHASE. A MONTHLY NEWSLETTER IS MAILED TO 400 MEMBERS AND HISTORICAL SOCIETIES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $64,499

Program Service Revenue $0

Investment Income $12,541

Other Revenue $0

TOTAL REVENUE $77,040

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,690

Other Expenses $31,690

TOTAL EXPENSES $31,690

Year-over-Year Comparison

	2024	2023	Change
Revenue	$77,040	N/A	N/A
Expenses	$31,690	N/A	N/A
Net Income	$45,350	N/A	N/A

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

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
RINDI SHANNON	Director	1.00	Director	$0	$0	$0
SUSAN BOHM	Director	1.00	Director	$0	$0	$0
EVELYN BURDETTE	Director	1.00	Director	$0	$0	$0
JOHN DURDLE	Director	1.00	Director	$0	$0	$0
GENE NAFZIGER	Director	1.00	Director	$0	$0	$0
SUSAN RYNERSON	President	5.00	Officer	$0	$0	$0
JOHN ACKERMAN	Vice President	2.00	Officer	$0	$0	$0
MARGARET BUSH	Treasurer	5.00	Officer	$0	$0	$0
DIANE HAYNES	REC SECRETARY	2.00	Officer	$0	$0	$0
ANN BRADBURN	COR SECRETARY	5.00	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
2024	$77,040	$31,690	$1,080,790	$45,350

TAZEWELL COUNTY GENEALOGICAL AND HISTORICAL SOCIETY