FORK SHOALS HISTORICAL SOCIETY (EIN 461334062) - 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

2013

Legal Domicile

Principal Officer

JAMES A SCOTT III

Phone

8646402596

Tax Period

2024-01-01 to 2024-12-31

FORK SHOALS HISTORICAL SOCIETY, founded in 2013, is a small nonprofit in the Unknown sector that reported $549K in total revenue in fiscal year 2024. Revenue surged 80% from the prior year, signaling strong growth momentum. The organization ran a surplus of $257K, a strong 47% operating margin.

Mission

FORK SHOALS HISTORICAL SOCIETY IS ORGANIZED EXCLUSIVELY FOR CHARITABLE LITERARY AND EDUCATIONAL PURPOSES. NO ACTIVITY WILL BE CONDUCTED BY THE ORGANIZATION THAT WOULD CONFLICT WITH ITS STATED PURPOSE.

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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 $549,044

Program Service Revenue $0

Investment Income $0

Other Revenue $62

TOTAL REVENUE $549,106

Expense Breakdown

Grants Paid $100

Salaries & Benefits $0

Fundraising Expenses $109

Program Expenses $288,881

Other Expenses $291,923

TOTAL EXPENSES $292,023

Year-over-Year Comparison

	2024	2023	Change
Revenue	$549,106	$305,468	+0.8%
Expenses	$292,023	$17,647	+15.5%
Net Income	$257,083	$287,821	-0.1%

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

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
JAMES A SCOTT III	CHAIRMAN	1.00	Officer	$0	$0	$0
ANNE PEDEN	VICE CHAIR	1.00	Officer	$0	$0	$0
CHERYL MACKNIGHT	TREASURER	40.00	Officer	$0	$0	$0
CATHY MORTON	SECRETARY	1.00	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	$549,106	$292,023	$600,568	$257,083
2023	$305,468	$17,647	$343,485	$287,821

FORK SHOALS HISTORICAL SOCIETY