CHESTERFIELD HISTORICAL SOCIETY

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

JOHN LONGNAKER

Phone

8047967121

Tax Period

2024-01-01 to 2024-12-31

CHESTERFIELD HISTORICAL SOCIETY, founded in 1981, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $75K in total revenue in fiscal year 2024. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $91K exceeded revenue, resulting in a 22% operating deficit.

Mission

THE SOCIETY SERVES AS THE CENTER FOR CHESTERFIELD COUNTY HISTORY. OUR MISSION IS TO COLLECT, PRESERVE, INTERPRET AND PROMOTE THE COUNTYS UNIQUE PAST FOR THE EDUCATION AND ENJOYMENT OF PRESENT AND FUTURE GENERATIONS

Program Service Accomplishments

Program 1

Expenses: $3,727

THE ORGANIZATION HAS SEVERAL COMMITTEES THAT FOCUS ON SPECIFIC AREAS OF HISTORICAL INTEREST, SUCH AS CEMETERIES, GENEALOGY, AFRICAN-AMERICAN HISTORY, VETERANS HISTORY, ETC. EACH COMMITTEE RAISES...

THE ORGANIZATION HAS SEVERAL COMMITTEES THAT FOCUS ON SPECIFIC AREAS OF HISTORICAL INTEREST, SUCH AS CEMETERIES, GENEALOGY, AFRICAN-AMERICAN HISTORY, VETERANS HISTORY, ETC. EACH COMMITTEE RAISES FUNDS DURING THE YEAR FROM MISC. SALES AND EVENTS.

Program 2

Expenses: $4,526

THE ORGANIZATION SPONSORS SEVERAL EVENTS THROUGHOUT THE YEAR FOR ITS MEMBERS AND THE PUBLIC. EXAMPLES ARE QUARTERLY LECTURES AND/OR PRESENTATION, TEAS AND RECEPTIONS IN HISTORIC STRUCTURES...

THE ORGANIZATION SPONSORS SEVERAL EVENTS THROUGHOUT THE YEAR FOR ITS MEMBERS AND THE PUBLIC. EXAMPLES ARE QUARTERLY LECTURES AND/OR PRESENTATION, TEAS AND RECEPTIONS IN HISTORIC STRUCTURES, LUNCHEONS, ETC.

Program 3

Expenses: $72,540

THE FOLLOWING FUNCTIONAL EXPENSES ARE SUPPORT EXPENSES THAT BACK UP THE PROGRAMS PRESENTED DURING THE YEAR. OFFICE EXPENSES 2,295.00, WEBSITE DEVELOPMENT 6,738, PAYROLL, PAYROLL TAXES AND PAYROLL...

THE FOLLOWING FUNCTIONAL EXPENSES ARE SUPPORT EXPENSES THAT BACK UP THE PROGRAMS PRESENTED DURING THE YEAR. OFFICE EXPENSES 2,295.00, WEBSITE DEVELOPMENT 6,738, PAYROLL, PAYROLL TAXES AND PAYROLL PROCESSING FEES 53,905, INSURANCE 5,541, MISC CREDIT CARD EXPENSES 3,693, PRINTING 368

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $41,615

Program Service Revenue $22,796

Investment Income $10,577

Other Revenue $0

TOTAL REVENUE $74,988

Expense Breakdown

Grants Paid $0

Salaries & Benefits $53,143

Fundraising Expenses $0

Program Expenses $80,793

Other Expenses $38,100

TOTAL EXPENSES $91,243

Year-over-Year Comparison

	2024	2023	Change
Revenue	$74,988	$238,168	-0.7%
Expenses	$91,243	$27,821	+2.3%
Net Income	$-16,255	$210,347	-1.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

375

Independent Members

375

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
JERRY NETHERLAND	PRESIDENT	005.00	Officer Director	$0	$0	$0
ROBERT TALBOT	VICE-PRESIDENT	002.00	Officer Director	$0	$0	$0
JOHN LONGNAKER	TREASURER	002.00	Officer Director	$0	$0	$0
CRYSTAL MONROE	RECORDING SECY	002.00	Officer Director	$0	$0	$0
SCOTT WILLIAMS	PAST PRES/DIRECTOR	002.00	Director	$0	$0	$0
GEORGE CRANFORD	DIRECTOR	001.00	Director	$0	$0	$0
DAVID LIMMER	DIRECTOR	001.00	Director	$0	$0	$0
LILLIAN MULLANE	DIRECTOR	001.00	Director	$0	$0	$0
ROBERT WILSON	DIRECTOR	001.00	Director	$0	$0	$0
KAREN DAILEY	DIRECTOR	001.00	Director	$0	$0	$0
MICHELLE SMITH	DIRECTOR	001.00	Director	$0	$0	$0
MIKE PAGANO	DIRECTOR	001.00	Director	$0	$0	$0
ROBERT JONES	DIRECTOR	001.00	Director	$0	$0	$0
RODNEY PHILLIPS	DIRECTOR	001.00	Director	$0	$0	$0
TOMMY GORDON	DIRECTOR	001.00	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	$74,988	$91,243	$1,391,028	$-16,255
2023	$238,168	$27,821	$1,407,283	$210,347
2022	$43,776	$36,745	$1,196,936	$7,031
2021	$44,011	$30,915	$1,189,905	$13,096
2020	$25,183	$33,363	$1,176,809	$-8,180
2019	$50,594	$63,490	$1,184,989	$-12,896
2018	$57,439	$86,275	$1,197,885	$-28,836