DECATUR GENEALOGICAL SOCIETY (EIN 376064987) - 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

Legal Domicile

Principal Officer

GAIL LEONARD

Phone

2174290135

Tax Period

2023-01-01 to 2023-12-31

DECATUR GENEALOGICAL SOCIETY is a community nonprofit that reported $2.3M in total revenue in fiscal year 2023. Revenue fell 77% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $2.2M, a strong 97% operating margin.

Mission

ENCOURAGE SCIENCE OF GENEOLOGY

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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 (2023)

Revenue Breakdown

Contributions & Grants $2,003,100

Program Service Revenue $4,975

Investment Income $237,900

Other Revenue $65,085

TOTAL REVENUE $2,311,060

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,374

Other Expenses $74,622

TOTAL EXPENSES $74,622

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,311,060	$9,834,498	-0.8%
Expenses	$74,622	$39,915	+0.9%
Net Income	$2,236,438	$9,794,583	-0.8%

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

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
CHERYL LEHMAN	PRESIDENT/CO	1.00	Officer Director	$0	$0	$0
DEBBIE CLARK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
LESLIE MARTIN	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
NANCY SHEPPARD	RECORDING SE	1.00	Officer Director	$0	$0	$0
VIRGINIA FRANKLIN	TREASURER	1.00	Officer Director	$0	$0	$0
MICHAEL DELAHUNTY	QUARTERLY ED	1.00	Director	$0	$0	$0
SUE RIDGLEY	NEWSLETTER E	1.00	Director	$0	$0	$0
CHERI HUNTER	LIBRARIAN/PA	1.00	Officer Director	$0	$0	$0
GAIL LEONARD	GENEALOGIST	1.00	Director	$0	$0	$0
MARGE BILYEU	PUBLICATION	1.00	Director	$0	$0	$0
JAN PARSONS	MEMBER	1.00	Director	$0	$0	$0
BONNIE HAWKINS	MEMBER	1.00	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
2024	No data	No data	No data	No data
2023	$2,311,060	$74,622	$12,460,018	$2,236,438
2022	$9,834,498	$39,915	$9,832,337	$9,794,583

DECATUR GENEALOGICAL SOCIETY