HALL COUNTY HISTORICAL SOCIETY INC (EIN 476032697) - 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

1922

Legal Domicile

Principal Officer

FRED ROESER

Phone

3083851545

Tax Period

2024-01-01 to 2024-12-31

HALL COUNTY HISTORICAL SOCIETY INC, founded in 1922, is a small nonprofit that reported $118K in total revenue in fiscal year 2024. Revenue fell 41% from the prior year — a significant decline worth monitoring. Expenses of $204K exceeded revenue, resulting in a 72% operating deficit.

Mission

TO PROMOTE THE RESEARCH EDUCATION AND PRESERVATION OF HALL COUNTY'S HERITAGE AND HISTORY.

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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 $100,239

Program Service Revenue $14,657

Investment Income $1,044

Other Revenue $2,251

TOTAL REVENUE $118,191

Expense Breakdown

Grants Paid $14,267

Salaries & Benefits $0

Fundraising Expenses $2,261

Program Expenses $190,208

Other Expenses $189,251

TOTAL EXPENSES $203,518

Year-over-Year Comparison

	2024	2023	Change
Revenue	$118,191	$199,831	-0.4%
Expenses	$203,518	$163,065	+0.2%
Net Income	$-85,327	$36,766	-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

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
DALE CLARK	MEMBER	1.00	Director	$0	$0	$0
SUE CLEMENT	MEMBER	1.00	Director	$0	$0	$0
STEPHANIE CROSBY	MEMBER	1.00	Director	$0	$0	$0
JOHN DAHLSTROM	MEMBER	1.00	Director	$0	$0	$0
ANNETTE DAVIS	SECRETARY	1.00	Officer Director	$0	$0	$0
JIM DEAN	MEMBER	1.00	Director	$0	$0	$0
DON DEITEMEYER	MEMBER	1.00	Director	$0	$0	$0
JOHN HANSSEN	MEMBER	1.00	Director	$0	$0	$0
PHILIP MARTIN	MEMBER	1.00	Director	$0	$0	$0
ZACH MAYHEW	MEMBER	1.00	Director	$0	$0	$0
BOB MCFARLAND	TREASURER	1.00	Officer Director	$0	$0	$0
FRED ROESER	PRESIDENT	1.00	Officer Director	$0	$0	$0
MICHELLE SETLIK	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
MARK TRACY	MEMBER	1.00	Director	$0	$0	$0
DAVE WHITE	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	$118,191	$203,518	$479,505	$-85,327
2023	$199,831	$163,065	$564,893	$36,766
2022	$118,298	$112,478	$528,094	$5,820
2021	$138,557	$111,918	$522,293	$26,639
2020	$93,896	$133,905	$495,709	$-40,009
2019	$139,899	$120,669	$536,632	$19,230
2018	$110,959	$124,013	$521,797	$-13,054

HALL COUNTY HISTORICAL SOCIETY INC