CARROLL CO HISTORICAL SOCIETY INC (EIN 521327993) - 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

2015

Legal Domicile

Principal Officer

SHELBY PUCKETT

Tax Period

2023-05-01 to 2024-04-30

CARROLL CO HISTORICAL SOCIETY INC, founded in 2015, is a micro nonprofit that reported $64K in total revenue in fiscal year 2021. The organization ran a surplus of $47K, a strong 73% operating margin.

Mission

MAINTAIN AND OPERATE A COUNTY MUSEUM FOR THE COUNTY OF CARROLL

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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 $46,168

Program Service Revenue $0

Investment Income $5,102

Other Revenue $-508

TOTAL REVENUE $50,762

Expense Breakdown

Grants Paid $0

Salaries & Benefits $11,685

Fundraising Expenses $0

Program Expenses $23,112

Other Expenses $11,427

TOTAL EXPENSES $23,112

Year-over-Year Comparison

	2023	2022	Change
Revenue	$50,762	N/A	N/A
Expenses	$23,112	N/A	N/A
Net Income	$27,650	N/A	N/A

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

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
ANNE MCGRADY	DIRECTOR	1.00	Director	$0	$0	$0
EFFIE THOMPSON	DIRECTOR	1.00	Director	$0	$0	$0
VICTOR ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
RON HALL	DIRECTOR	1.00	Director	$0	$0	$0
STU J SHENK	DIRECTOR	1.00	Director	$0	$0	$0
DELILAH BRADY	DIRECTOR	1.00	Director	$0	$0	$0
GREG GOAD	DIRECTOR	1.00	Director	$0	$0	$0
NANCY MCDANIEL	TREASURER	1.00	Officer Director	$0	$0	$0
SHELBY PUCKETT	PRESIDENT	10.00	Officer	$0	$0	$0
MARK B HARMON	VP	10.00	Officer	$0	$0	$0
MARY ANNA TURNER	SECRETARY	10.00	Officer	$0	$0	$0
NANCY MORRIS	MANAGER	24.00	Highest	$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	$50,762	$23,112	$576,962	$27,650
2023	$36,371	$28,875	$548,455	$7,496
2022	$63,753	$16,965	$541,093	$46,788

CARROLL CO HISTORICAL SOCIETY INC