CHESTERFIELD HISTORICAL SOCIETY (EIN 541180761) - 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

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 $57K in total revenue in fiscal year 2018. Expenses of $86K exceeded revenue, resulting in a 50% operating deficit.

Mission

THE COLLECTION, PRESERVATION, INTERPRETATION AND PROMOTION OF THE HISTORY OF CHESTERFIELD COUNTY, VIRGINIA FOR THE EDUCATION AND ENJOYMENT OF PRESENT AND FUTURE GENERATIONS

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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 (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

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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

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

CHESTERFIELD HISTORICAL SOCIETY