FLUVANNA COUNTY HISTORICAL SOCIETY (EIN 541244837) - 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

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 micro nonprofit that reported $60K in total revenue in fiscal year 2018. Revenue fell 47% from the prior year — a significant decline worth monitoring. Expenses of $56K left a modest 6% surplus.

Mission

DEDICATED TO THE COLLECTION AND PRESERVATION OF MANUSCRIPTS, DOCUMENTS, AND MATERIALS RELATING TO THE HISTORY OF FLUVANNA COUNTY; TO PROTECTING, PRESERVING AND PROMOTING THE HISTORIC, CULTURAL, NATURAL, ARCHITECTURAL AND ARCHAEOLOGICAL HERITAGE OF FLUVANNA COUNTY; TO FACILITATING RESEARCH AND PRESENTING HISTORICAL PROGRAMS, EXHIBITIONS AND OTHER ACTIVITIES RELATING TO THE AREA'S HERITAGE; AND TO PUBLISHING ITS RESEARCH IN A SERIES OF ANNUAL BULLETINS AND NEWSLETTERS.

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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 $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

FLUVANNA COUNTY HISTORICAL SOCIETY