Colonial Markets and Colonial Fairs Inc (EIN 521216556) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

Virginia Norton

Phone

7034752421

Tax Period

2024-01-01 to 2024-12-31

Colonial Markets and Colonial Fairs Inc, founded in 1981, is a small nonprofit in the Arts, Culture & Humanities sector that reported $262K in total revenue in fiscal year 2019. Revenue fell 46% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $77K, a strong 29% operating margin.

Mission

To operate, support and encourage historical markets and fairs.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $285,000

Program Service Revenue $0

Investment Income $63,246

Other Revenue $0

TOTAL REVENUE $348,246

Expense Breakdown

Grants Paid $25,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $147,206

Other Expenses $137,750

TOTAL EXPENSES $162,750

Year-over-Year Comparison

	2024	2023	Change
Revenue	$348,246	$275,180	+0.3%
Expenses	$162,750	$149,963	+0.1%
Net Income	$185,496	$125,217	+0.5%

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

N/A

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
Mr Jeffrey Anderson	Director	1.00	Director	$0	$0	$0
Ms Victoria J Baker	Director	1.00	Director	$0	$0	$0
Mr Elliott Curzon	Director	1.00	Director	$0	$0	$0
Mr Tim Meisburger	Director	1.00	Director	$0	$0	$0
Ms Erin Myers	Director	1.00	Director	$0	$0	$0
Mrs Sue R Ripley	Director	1.00	Director	$0	$0	$0
Dr Virginia P Norton	President	1.00	Officer Director	$0	$0	$0
Jean Ann Gililland	Vice President	1.00	Officer Director	$0	$0	$0
Catherine Anderson	Secretary	1.00	Officer Director	$0	$0	$0
Miss Anna C Eberly	Treasurer/Finance Chair	40.00	Officer 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	$348,246	$162,750	$1,998,928	$185,496
2023	$275,180	$149,963	$1,707,736	$125,217
2022	$229,306	$157,950	$1,384,050	$71,356
2021	$153,794	$169,483	$1,808,884	$-15,689
2020	$349,758	$144,331	$1,730,222	$205,427
2019	$262,462	$185,813	$1,790,804	$76,649

Colonial Markets and Colonial Fairs Inc