BEDFORD MUSEUM AND GENEALOGICAL LIB (EIN 521316083) - 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

1984

Legal Domicile

Tax Period

2023-01-01 to 2023-12-31

BEDFORD MUSEUM AND GENEALOGICAL LIB, founded in 1984, is a small nonprofit in the Arts, Culture & Humanities sector that reported $130K in total revenue in fiscal year 2018. Revenue grew 14% year-over-year, indicating healthy expansion. Net assets of $653K represent 60 months of operating reserves.

Mission

TO DEVELOP AND MAINTAIN FILES FOR GENEALOGICAL AND HISTORICAL RESEARCH AND TO COLLECT, PRESERVE AND INTERPRET OBJECTS OF HISTORICAL SIGNIFICANCE TO THE TOWN OF BEDFORD AND BEDFORD COUNTY VIRGINIA

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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 (2023)

Revenue Breakdown

Contributions & Grants $123,564

Program Service Revenue $2,011

Investment Income $5,245

Other Revenue $9,230

TOTAL REVENUE $140,050

Expense Breakdown

Grants Paid $50

Salaries & Benefits $82,397

Fundraising Expenses $4,724

Program Expenses $90,730

Other Expenses $64,171

TOTAL EXPENSES $146,618

Year-over-Year Comparison

	2023	2022	Change
Revenue	$140,050	$100,674	+0.4%
Expenses	$146,618	$149,279	0.0%
Net Income	$-6,568	$-48,605	-0.9%

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

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
EDDIE BURNETTE	DIRECTOR	1.00	Director	$0	$0	$0
SAM WINKLER	DIRECTOR	1.00	Director	$0	$0	$0
ATHENA MARKHAM	DIRECTOR	1.00	Director	$0	$0	$0
RUSSELL HICKS	DIRECTOR	1.00	Director	$0	$0	$0
DONNA DONALD	SECRETARY	1.00	Officer Director	$0	$0	$0
DOUG COOPER	CHAIR	1.00	Officer Director	$0	$0	$0
ANNIE POLLARD	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JAMES WITT	TREASURER	1.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$140,050	$146,618	$760,401	$-6,568
2022	$100,674	$149,279	$725,311	$-48,605
2021	$313,066	$142,432	$811,732	$170,634
2020	$129,169	$128,350	$634,652	$819
2019	$120,864	$153,970	$629,577	$-33,106
2018	$129,941	$142,833	$655,075	$-12,892

BEDFORD MUSEUM AND GENEALOGICAL LIB