LEE COUNTY HISTORICAL AND GENEALOGICAL SOCIETY (EIN 541601767) - 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

1991

Legal Domicile

Principal Officer

REBECCA JONES

Phone

2763462010

Tax Period

2018-01-01 to 2018-12-31

LEE COUNTY HISTORICAL AND GENEALOGICAL SOCIETY, founded in 1991, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $2K in total revenue in fiscal year 2018. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $11K exceeded revenue, resulting in a 387% operating deficit.

Mission

THE ORGANIZATION'S MISSION IS TO EDUCATE CITIZENS WHO ARE INTERESTED IN THE HISTORY OF LEE COUNTY, VIRGINIA.

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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 (2018)

Revenue Breakdown

Contributions & Grants $1,026

Program Service Revenue $1,132

Investment Income $94

Other Revenue $0

TOTAL REVENUE $2,252

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,166

Other Expenses $10,962

TOTAL EXPENSES $10,962

Year-over-Year Comparison

	2018	2017	Change
Revenue	$2,252	$1,872	+0.2%
Expenses	$10,962	$9,610	+0.1%
Net Income	$-8,710	$-7,738	+0.1%

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

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
REBECCA JONES	PRESIDENT	N/A	Officer Director	$0	$0	$0
PHILLIP L CHEEK	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
JUDY DAVIDSON	SECRETARY	N/A	Officer Director	$0	$0	$0
GREGORY D EDWARDS	TREASURER	N/A	Officer Director	$0	$0	$0
H RONNIE MONTOGMERY	TRUSTEE	N/A	Director	$0	$0	$0
CAROL RIVERS	TRUSTEE	N/A	Director	$0	$0	$0
JEAN MARTIN	TRUSTEE	N/A	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
2018	$2,252	$10,962	$109,107	$-8,710

LEE COUNTY HISTORICAL AND GENEALOGICAL SOCIETY