BLUE AND GRAY EDUCATION 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

1994

Legal Domicile

Principal Officer

ROBERT D JENKINS

Phone

7062804841

Tax Period

2025-01-01 to 2025-12-31

BLUE AND GRAY EDUCATION SOCIETY, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $377K in total revenue in fiscal year 2025. Revenue fell 43% from the prior year — a significant decline worth monitoring.

Mission

TO PROMOTE THE OBJECTIVE STUDY OF THE ORIGINS AND IMPACTS OF THE AMERICAN CIVIL WAR AND RELATED EVENTS BY PROVIDING SCHOLARLY INFORMATION, ORGANIZING AND CONDUCTING SEMINARS, AND ASSISTING WITH THE INTERPRETATION AND PRESERVATION OF AMERICAN CIVIL WAR BATTLEFIELDS AND RELATED HISTORIC SITES.

Program Service Accomplishments

Program 1

ORGANIZATION PROVIDES SCHOLARLY INFORMATION ABOUT THE AMERICAN CIVIL WAR AND RELATED EVENTS.

Program 2

Expenses: $345,855

ORGANIZATION ORGANIZES AND CONDUCTS SEMINARS ABOUT THE AMERICAN CIVIL WAR AND RELATED EVENTS.

Program 3

ORGANIZATION PROVIDES INTERPRETATION AND PRESERVATION FOR CIVIL WAR AND RELATED BATTLEFIELDS, HISTORICAL SITES AND ARTIFACTS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $166,598

Program Service Revenue $225,881

Investment Income $25

Other Revenue $-15,574

TOTAL REVENUE $376,930

Expense Breakdown

Grants Paid $150

Salaries & Benefits $47,894

Fundraising Expenses $13,381

Program Expenses $345,855

Other Expenses $354,566

TOTAL EXPENSES $402,610

Year-over-Year Comparison

	2025	2024	Change
Revenue	$376,930	$667,069	-0.4%
Expenses	$402,610	$787,444	-0.5%
Net Income	$-25,680	$-120,375	-0.8%

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

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

$43,200

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ED URBAN	DIRECTOR	0.00	Director	$0	$0	$0
WILLIAM MCKINNON	DIRECTOR	0.00	Director	$0	$0	$0
HAL LITCHFORD	DIRECTOR	0.00	Director	$0	$0	$0
JOSEPH TRAHAN	DIRECTOR	0.00	Director	$0	$0	$0
LAWRENCE SCHILLER	DIRECTOR	0.00	Director	$0	$0	$0
EDWARD T SCHNEIDER	DIRECTOR	0.00	Director	$0	$0	$0
FOWLER C WEST	DIRECTOR	0.00	Director	$0	$0	$0
LEONARD RIEDEL	EXECUTIVE DIRECTOR	40.00	Officer	$18,200	$0	$18,200
GARY WILSON	PRESIDENT	0.00	Officer	$0	$0	$0
WILLIAM TERPELUK	VICE PRESIDENT	0.00	Officer	$0	$0	$0
MARY ADAMS	SECRETARY	0.00	Officer	$0	$0	$0
LAURIE BURGETT	TREASURER	0.00	Officer	$0	$0	$0
JOHNNY SOKOLOSKY	EXECUTIVE DIRECTOR	40.00	Officer	$25,000	$0	$25,000

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
2025	$376,930	$402,610	$216,374	$-25,680
2024	No data	No data	No data	No data
2023	$529,340	$430,969	$597,969	$98,371
2022	$457,454	$441,371	$411,222	$16,083
2021	$364,195	$315,521	$280,021	$48,674
2020	$240,257	$203,377	$201,719	$36,880