ANDERSON ISLAND HISTORICAL SOCIETY

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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

1975

Legal Domicile

Principal Officer

Robert Bedoll

Phone

2538842135

Tax Period

2025-01-01 to 2025-12-31

ANDERSON ISLAND HISTORICAL SOCIETY, founded in 1975, is a micro nonprofit that reported $82K in total revenue in fiscal year 2025. Revenue grew 13% year-over-year, indicating healthy expansion. Expenses of $73K left a modest 12% surplus.

Mission

Preserve and educate the public about the history of Anderson Island, of the Johnson Farm and historic artifacts displayed at the site. Provide spaces for the public to meet, hold events and garden.

Program Service Accomplishments

Program 1

Expenses: $17,534 Revenue: $0

Preserve Historical Buildings and grounds

Program 2

Expenses: $3,668 Revenue: $2,558

Provide community meeting places, facilities and community garden plots.

Program 3

Expenses: $3,733 Revenue: $0

Acquire and display historic artifacts and provide educational programs.

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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 $31,223

Program Service Revenue $3,015

Investment Income $1,255

Other Revenue $46,704

TOTAL REVENUE $82,197

Expense Breakdown

Grants Paid $300

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $24,935

Other Expenses $72,404

TOTAL EXPENSES $72,704

Year-over-Year Comparison

	2025	2024	Change
Revenue	$82,197	$72,572	+0.1%
Expenses	$72,704	$71,476	+0.0%
Net Income	$9,493	$1,096	+7.7%

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

$3,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jon Field	Public Information Director	12.00	Director	$3,000	$0	$3,000
Robert Bedoll	President	15	Officer Director	$0	$0	$0
Carol Paschal	Vice President	10	Officer Director	$0	$0	$0
Sally Buchanan	Secretary	4	Officer Director	$0	$0	$0
Todd Billet	Treasurer	18	Officer Director	$0	$0	$0
Rick Anderson	Archives Director	8	Director	$0	$0	$0
Lee Ann Whitaker	Education Director	4	Director	$0	$0	$0
Ed Stephenson	Past President	3	Director	$0	$0	$0
Serena Frank	Events Coordinator	10	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	$82,197	$72,704	$877,596	$9,493
2024	No data	No data	No data	No data
2023	$76,307	$61,356	$867,547	$14,951
2022	$59,565	$55,913	$854,633	$3,652
2021	$68,762	$55,083	$850,944	$13,679
2020	$58,684	$58,884	$837,071	$-200
2019	$67,261	$60,117	$800,984	$7,144