BONNIEBROOK 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

CONNIE PRITCHARD

Phone

4175611509

Tax Period

2023-01-01 to 2023-12-31

BONNIEBROOK HISTORICAL SOCIETY, founded in 1975, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $53K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. Net assets of $564K represent 128 months of operating reserves.

Mission

MAINTAINING FOR THE PUBLIC THE ROSE O'NEAL HISTORICAL HOMESTEAD

Program Service Accomplishments

Program 1

Expenses: $46,107

IN 2023, THE B.H.S. MAINTAINED AND OPERATED THE ROSE O'NEAL HISTORICAL HOME. VISITING ART PATRONS AND STUDENTS TOTALLED AROUND 1,800 FOR 2023.

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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 $41,820

Program Service Revenue $2,832

Investment Income $0

Other Revenue $8,229

TOTAL REVENUE $52,881

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,107

Other Expenses $57,185

TOTAL EXPENSES $57,185

Year-over-Year Comparison

	2023	2022	Change
Revenue	$52,881	$40,178	+0.3%
Expenses	$57,185	$42,200	+0.4%
Net Income	$-4,304	$-2,022	+1.1%

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
MELISSA LYMAN	TREASURER	2.00	Officer Director	$0	$0	$0
MIKE STOKES	DIRECTOR	2.00	Director	$0	$0	$0
GAYLE GREEN	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
CURTIS COPELAND	DIRECTOR	2.00	Director	$0	$0	$0
DAVID STEWART	DIRECTOR	2.00	Director	$0	$0	$0
ANGIE STOKES	DIRECTOR	2.00	Director	$0	$0	$0
BECKY ARNOLDY	DIRECTOR	2.00	Director	$0	$0	$0
TERRI DUNCAN	DIRECTOR	2.00	Director	$0	$0	$0
GLORIA COWPER-JEN	SECRETARY	2.00	Officer Director	$0	$0	$0
MEGAN SPRINGER	DIRECTOR	2.00	Director	$0	$0	$0
MICAH STOKES	DIRECTOR	2.00	Director	$0	$0	$0
ABBEY WATERWORTH	DIRECTOR	2.00	Director	$0	$0	$0
CONNIE PRITCHARD	PRESIDENT	2.00	Officer Director	$0	$0	$0
DIANE GALE ROSENBAUM	DIRECTOR	2.00	Director	$0	$0	$0
CHANDIS INGENTHRON	DIRECTOR	2.00	Director	$0	$0	$0
YVETTE STRICK	DIRECTOR	2.00	Director	$0	$0	$0
LORENE STONE	DIRECTOR	2.00	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	$52,881	$57,185	$563,682	$-4,304
2022	$40,178	$42,200	$567,986	$-2,022
2021	$45,513	$33,622	$570,008	$11,891
2020	$51,179	$40,902	$558,117	$10,277
2019	$40,764	$43,429	$547,840	$-2,665
2018	$39,111	$47,090	$550,505	$-7,979