AUGUSTA COUNTY HISTORICAL 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

1964

Legal Domicile

Principal Officer

GRACE SMITH

Phone

5402484151

Tax Period

2023-06-01 to 2024-05-31

AUGUSTA COUNTY HISTORICAL SOCIETY, founded in 1964, is a micro nonprofit that reported $68K in total revenue in fiscal year 2023. Net assets of $136K represent 24 months of operating reserves.

Mission

THE AUGUSTA COUNTY HISTORICAL SOCIETY PROMOTES INTEREST IN THE RICH AND DIVERSE HISTORY OF THE AUGUSTA COUNTY AREA. ITS MEMBERSHIP IS COMPRISED OF PEOPLE NEAR AND FAR WHO SUPPORT THE DISCOVERY, RESEARCH, AND PRESERVATION OF DOCUMENTS, BOOKS, OBJECTS, BUILDINGS, AND SITES RELATED TO AUGUSTA COUNTY, STAUNTON, AND WAYNESBORO.

Program Service Accomplishments

Program 1

Expenses: $45,549 Revenue: $133

THE AUGUSTA COUNTY HISTORICAL SOCIETY PROMOTES INTEREST IN THE HISTORY OF THE COUNTY, PROMOTES THE DISCOVERY AND PRESERVATION OF PAPERS, DOCUMENTS, BOOKS, OBJECTS, SITES, PLACES AND BUILDINGS OF...

THE AUGUSTA COUNTY HISTORICAL SOCIETY PROMOTES INTEREST IN THE HISTORY OF THE COUNTY, PROMOTES THE DISCOVERY AND PRESERVATION OF PAPERS, DOCUMENTS, BOOKS, OBJECTS, SITES, PLACES AND BUILDINGS OF HISTORIC INTEREST. THE SOCIETY ALSO PROMOTES THE STUDY OF GENEALOGY. WE ASSIST PEOPLE WITH RESEARCH IN AREAS OF INTEREST PERTAINING TO AUGUSTA COUNTY. WE PUBLISH BOOKS AND NEWSLETTERS TO KEEP OUR MEMBERSHIP INFORMED. AT LEAST THREE TIMES A YEAR, WE SPONSOR A LECTURE ON TOPICS OF INTEREST TO THE MEMBERSHIP.

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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 $60,390

Program Service Revenue $133

Investment Income $1,546

Other Revenue $5,593

TOTAL REVENUE $67,662

Expense Breakdown

Grants Paid $0

Salaries & Benefits $15,735

Fundraising Expenses $6,770

Program Expenses $45,549

Other Expenses $56,280

TOTAL EXPENSES $72,015

Year-over-Year Comparison

	2023	2022	Change
Revenue	$67,662	$68,249	0.0%
Expenses	$72,015	$76,413	-0.1%
Net Income	$-4,353	$-8,164	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RAY WRIGHT	PRESIDENT	13.00	Officer Director	$0	$0	$0
NANCY SORRELLS	PAST PRESIDE	1.00	Director	$0	$0	$0
LINDA PETZKE	SECRETARY	1.00	Officer Director	$0	$0	$0
GRACE SMITH	TREASURER	1.00	Officer Director	$0	$0	$0
DONNA HUFFER	ARCHIVIST	8.00	Officer Director	$0	$0	$0
MARY GOODEN	DIRECTOR	0.50	Director	$0	$0	$0
MAITLYN RITTER	DIRECTOR	0.50	Director	$0	$0	$0
OLIVER DAHL	DIRECTOR	0.50	Director	$0	$0	$0
DEONNA HOUFF	DIRECTOR	0.50	Director	$0	$0	$0
LYLE MOFFETT	DIRECTOR	0.50	Director	$0	$0	$0
ANDREW PHILLIPS	PRESIDENT EL	0.50	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
2025	No data	No data	No data	No data
2024	$67,662	$72,015	$137,005	$-4,353
2023	$68,249	$76,413	$126,705	$-8,164
2022	$95,744	$86,390	$148,502	$9,354
2021	$72,302	$63,930	$132,340	$8,372
2020	$75,858	$75,537	$95,843	$321
2019	$59,377	$63,653	$100,092	$-4,276