BLUE AND GRAY EDUCATION SOCIETY (EIN 541720582) - Form 990 Financial Analysis & Trantor Score

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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

JOHNNY W SOKOLOSKY

Phone

4342509921

Tax Period

2023-01-01 to 2023-12-31

BLUE AND GRAY EDUCATION SOCIETY, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $529K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $98K, a strong 19% operating margin.

Mission

TO PROMOTE THE STUDY OF THE AMERICAN CIVIL WAR BY PROVIDING SCHOLARLY INFORMATION, ORGANIZING AND CONDUCTING SEMINARS, AND PROVIDING AND ASSISTING WITH THE INTERPRETATION AND PRESERVATION OF AMERICAN CIVIL WAR BATTLEFIELDS AND OTHER HISTORICAL SITES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $187,069

Program Service Revenue $331,524

Investment Income $0

Other Revenue $10,747

TOTAL REVENUE $529,340

Expense Breakdown

Grants Paid $0

Salaries & Benefits $78,962

Fundraising Expenses $47,042

Program Expenses $316,479

Other Expenses $352,007

TOTAL EXPENSES $430,969

Year-over-Year Comparison

	2023	2022	Change
Revenue	$529,340	$457,454	+0.2%
Expenses	$430,969	$441,371	0.0%
Net Income	$98,371	$16,083	+5.1%

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

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

$72,800

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM MCKINNON	PRESIDENT	0.00	Officer Director	$0	$0	$0
GARY WILSON	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
MARY ADAMS	SECRETARY	0.00	Officer Director	$0	$0	$0
STEVE JAREN	TREASURER	0.00	Officer Director	$0	$0	$0
WILLIAM TERPELUK	DIRECTOR	0.00	Director	$0	$0	$0
LAWRENCE SCHILLER	DIRECTOR	0.00	Director	$0	$0	$0
JOSEPH TRAHAN	DIRECTOR	0.00	Director	$0	$0	$0
SCOTT PATCHAN	DIRECTOR	0.00	Director	$0	$0	$0
LEONARD RIEDEL	EXECUTIVE DIRECTOR	40.00	Officer	$72,800	$0	$72,800

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	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

BLUE AND GRAY EDUCATION SOCIETY