CLARKE COUNTY HISTORICAL ASSOCIATION (EIN 546044234) - 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

1939

Legal Domicile

Principal Officer

NATHAN STAVLEY

Phone

5409552600

Tax Period

2024-01-01 to 2024-12-31

CLARKE COUNTY HISTORICAL ASSOCIATION, founded in 1939, is a small nonprofit that reported $237K in total revenue in fiscal year 2018. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $205K left a modest 13% surplus.

Mission

PRESERVATION AND PROMOTION OF HISTORIC SITES

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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 $963,093

Program Service Revenue $6,627

Investment Income $89,933

Other Revenue $186,483

TOTAL REVENUE $1,246,136

Expense Breakdown

Grants Paid $3,750

Salaries & Benefits $173,124

Fundraising Expenses $0

Program Expenses $222,957

Other Expenses $258,458

TOTAL EXPENSES $435,332

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,246,136	$363,439	+2.4%
Expenses	$435,332	$353,300	+0.2%
Net Income	$810,804	$10,139	+79.0%

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

$77,870

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN CAMPBELL	PRESIDENT	3.00	Officer Director	$0	$0	$0
PHILLIP HUGHES	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
JOEL WILSON	TREASURER	2.00	Officer Director	$0	$0	$0
FRANCES POSTON	DIRECTOR	4.00	Director	$0	$0	$0
TAYLOR COUMES	DIRECTOR	1.00	Director	$0	$0	$0
SANDRA FREEDMAN	SECRETARY	3.00	Officer Director	$0	$0	$0
CARY EMBURY	DIRECTOR	1.00	Director	$0	$0	$0
KATHY HUDSON	DIRECTOR	6.00	Director	$0	$0	$0
BERTA TREITL	DIRECTOR	1.00	Director	$0	$0	$0
WILL WATSON	DIRECTOR	1.00	Director	$0	$0	$0
ISABEL POOLE	DIRECTOR	1.00	Director	$0	$0	$0
STEVE SIMONS	DIRECTOR	3.00	Director	$0	$0	$0
KENNETH COOKE	DIRECTOR	0.50	Director	$0	$0	$0
CRAIG MATTICE	DIRECTOR	1.00	Director	$0	$0	$0
SARA STERN	DIRECTOR	2.00	Director	$0	$0	$0
NATHAN STALVEY	EXECUTIVE DIRECTOR	40.00	Officer	$77,870	$0	$77,870

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	No data	No data	No data	No data
2024	$1,246,136	$435,332	$2,480,238	$810,804
2023	$363,439	$353,300	$1,682,245	$10,139
2022	$311,889	$304,090	$1,594,713	$7,799
2021	$326,226	$263,994	$1,711,106	$62,232
2020	$231,735	$256,647	$1,570,498	$-24,912
2019	$235,882	$215,357	$1,548,908	$20,525
2018	$237,020	$205,134	$1,455,931	$31,886

CLARKE COUNTY HISTORICAL ASSOCIATION