Stafford County Historical Society Inc (EIN 541123278) - 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

1966

Legal Domicile

Phone

5408456669

Tax Period

2025-01-01 to 2025-12-31

Stafford County Historical Society Incorporated, founded in 1966, is a small nonprofit that reported $459K in total revenue in fiscal year 2022. Revenue surged 2838% from the prior year, signaling strong growth momentum. The organization ran a surplus of $304K, a strong 66% operating margin.

Mission

To bring together for exchange of ideas those interested in history, especially that of Stafford County, and will collect and preserve materials pertaining to the history of Stafford County.

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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 $3,670

Program Service Revenue $36,994

Investment Income $18,500

Other Revenue $325

TOTAL REVENUE $59,489

Expense Breakdown

Grants Paid $1,564

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,162

Other Expenses $67,731

TOTAL EXPENSES $69,295

Year-over-Year Comparison

	2025	2024	Change
Revenue	$59,489	$312,011	-0.8%
Expenses	$69,295	$150,267	-0.5%
Net Income	$-9,806	$161,744	-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

N/A

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
Jane Connor	Director	1.00	Director	$0	$0	$0
Olivia Jackson	Director	1.00	Director	$0	$0	$0
Rick MacGregor	Director	1.00	Director	$0	$0	$0
Martha Newton	Director	1.00	Director	$0	$0	$0
Billy Shelton	Director	1.00	Director	$0	$0	$0
Frank White	Director	1.00	Director	$0	$0	$0
Doris McAdamns	President	5.00	Officer	$0	$0	$0
Anita Dodd	Vice President	5.00	Officer	$0	$0	$0
Jerrilyn Eby MacGregor	Recording Secetary	10.00	Officer	$0	$0	$0
Stephen D Hilker	Treasurer	7.00	Officer	$0	$0	$0
Connie Hilker	Correspondance Secetary	2.00	Officer	$0	$0	$0
TJ Walding	Director	1.00	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	$59,489	$69,295	$770,023	$-9,806
2024	$312,011	$150,267	$780,502	$161,744
2022	$458,902	$155,097	$712,313	$303,805

Stafford County Historical Society Inc