FLUVANNA COUNTY HISTORICAL SOCIETY

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1964

Legal Domicile

Principal Officer

MARVIN MOSS

Tax Period

2024-01-01 to 2024-12-31

FLUVANNA COUNTY HISTORICAL SOCIETY, founded in 1964, is a small nonprofit that reported $121K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $34K, a strong 28% operating margin.

Mission

PRESERVATION OF HISTORICAL AREAS OF FLUVANNA COUNTY.

Program Service Accomplishments

Program 1

Expenses: $51,045

THE SOCIETY OPERATES THE OLD STONE JAIL MUSEUM IN PALYMRA AS A CENTER FOR LEARING ABOUT FLUVANNA'S HISTORY. THE SOCIETY ALSO OWNS THE VILLAGE PARK ADJACENT TO THE PALMYRA POST OFFICE, WHERE A MAP OF HISTORIC PALMYRA IS AVAILABLE. IN ADDITION, THE SOCIETY OWNS THE PALYMRA MILL WHICH WILL SOON BE CONVERTED INTO A HISTORIC PARK, AND THE HOLLAND-PAGE PLACE ON COURTHOUSE ROAD IS ALSO OWNED AND OPERATED BY THE SOCIETY. HOLLAND-PAGE PLACE IS A LOG CABIN BUILT IN 1865, WHICH THE SOCIETY RECENTLY RESTORED AND RECEIVED AN AWARD FOR ITS RESTORATION. IT IS OPEN TO VISITORS BY APPOINTMENT.

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Trantor Score

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

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $89,124

Program Service Revenue $0

Investment Income $12,675

Other Revenue $19,158

TOTAL REVENUE $120,957

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,555

Fundraising Expenses $3,783

Program Expenses $51,045

Other Expenses $71,268

TOTAL EXPENSES $86,823

Year-over-Year Comparison

	2024	2023	Change
Revenue	$120,957	$156,730	-0.2%
Expenses	$86,823	$99,517	-0.1%
Net Income	$34,134	$57,213	-0.4%

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
KATHY BRENT	RECORDING SE	1.00	Officer Director	$0	$0	$0
ALEX BURRUSS	AT LARGE DIR	1.00	Director	$0	$0	$0
JEAN COOPER	DIRECTOR	1.00	Director	$0	$0	$0
JOE CREASY	CHAIR	1.00	Director	$0	$0	$0
LINDA GORE	CORRESPONDIN	1.00	Officer Director	$0	$0	$0
KATHLEEN KILPATRICK	CHAIR	1.00	Director	$0	$0	$0
BETTY MCGEHEE	DIRECTOR	1.00	Director	$0	$0	$0
JUDY MICKELSON	TREASURER	1.00	Officer Director	$0	$0	$0
MARVIN MOSS	PRESIDENT	1.00	Officer Director	$0	$0	$0
HADEN PARRISH	AT LARGE DIR	1.00	Director	$0	$0	$0
JAN PAVLACKA	DIRECTOR	1.00	Director	$0	$0	$0
DON PAYNE	CHAIR	1.00	Director	$0	$0	$0
WILL ROURK	AT LARGE DIR	1.00	Director	$0	$0	$0
HORACE SCRUGGS	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
JUANITA STEERE	DIRECTOR	1.00	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	$120,957	$86,823	$705,526	$34,134
2023	$156,730	$99,517	$663,204	$57,213
2022	$47,496	$68,895	$597,380	$-21,399
2021	$74,708	$63,149	$676,384	$11,559
2020	$43,366	$57,045	$649,587	$-13,679
2019	$59,700	$59,134	$621,308	$566
2018	$59,540	$55,723	$875,752	$3,817