Bristol Historical Association Inc (EIN 521270392) - 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

1991

Legal Domicile

Principal Officer

Wilma Gill

Tax Period

2025-01-01 to 2025-12-31

Bristol Historical Association Inc, founded in 1991, is a micro nonprofit that reported $25K in total revenue in fiscal year 2018. Net assets of $391K represent 185 months of operating reserves.

Mission

To identify, preserve, interpret and present local history.

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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 (2025)

Revenue Breakdown

Contributions & Grants $23,315

Program Service Revenue $11,068

Investment Income $4,714

Other Revenue $1,866

TOTAL REVENUE $40,963

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $3,109

Program Expenses $22,045

Other Expenses $25,904

TOTAL EXPENSES $25,904

Year-over-Year Comparison

	2025	2024	Change
Revenue	$40,963	$85,910	-0.5%
Expenses	$25,904	$54,491	-0.5%
Net Income	$15,059	$31,419	-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

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
Angela Hopkins	Dir	005.00	Director	$0	$0	$0
Carter Miles	Dir	005.00	Director	$0	$0	$0
Alice Hoffstater	Dir	005.00	Director	$0	$0	$0
Joyce Kistner	DIr	005.00	Director	$0	$0	$0
Vickie Mitoraj	Dir	005.00	Director	$0	$0	$0
Jennifer Surber	Dir	005.00	Director	$0	$0	$0
Jan Rainero	Dir	005.00	Director	$0	$0	$0
Daniel Shaw	Dir	005.00	Director	$0	$0	$0
Linda Brittle	Dir	005.00	Director	$0	$0	$0
Bill Whisnant	Dir	005.00	Director	$0	$0	$0
Tim Buchanan	Dir	005.00	Director	$0	$0	$0
Brenda Otis	Dir	005.00	Director	$0	$0	$0
Charles Flannagan	Dir	005.00	Director	$0	$0	$0
Dreama Chapman	Dir	005.00	Director	$0	$0	$0
Linda Kirk	Dir	005.00	Director	$0	$0	$0
Sid Oakley	DIr	005.00	Director	$0	$0	$0
Tom Rogers	Sec	005.00	Officer	$0	$0	$0
Barbara Smith	VP	005.00	Officer	$0	$0	$0
Judy Slaughter	Pres	005.00	Officer	$0	$0	$0
Wilma Gill	Treas	005.00	Officer	$0	$0	$0
Amy Hopper	VP	005.00	Officer	$0	$0	$0
Patricia Buckies	Sec	005.00	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
2025	$40,963	$25,904	$502,265	$15,059
2024	$85,910	$54,491	$486,945	$31,419
2023	$52,582	$28,041	$455,729	$24,541
2022	$36,880	$15,875	$431,093	$21,005
2021	$30,165	$21,255	$410,226	$8,910
2020	$11,364	$17,175	$400,191	$-5,811
2019	$32,179	$17,810	$406,971	$14,369
2018	$25,367	$26,476	$392,434	$-1,109

Bristol Historical Association Inc