THE BERKELEY COUNTY HISTORICAL SOCIETY (EIN 550726703) - 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

1920

Legal Domicile

Principal Officer

SUSAN CROWELL

Phone

3042674713

Tax Period

2024-01-01 to 2024-12-31

THE BERKELEY COUNTY HISTORICAL SOCIETY, founded in 1920, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $15K in total revenue in fiscal year 2024. Revenue fell 64% from the prior year — a significant decline worth monitoring. Expenses of $38K exceeded revenue, resulting in a 150% operating deficit.

Mission

DEDICATED TO THE PRESERVATION AND PERPETUATION OF HISTORY IN BERKELEY COUNTY, WEST VIRGINIA.

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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 (2024)

Revenue Breakdown

Contributions & Grants $8,566

Program Service Revenue $0

Investment Income $69

Other Revenue $6,500

TOTAL REVENUE $15,135

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $32,962

Other Expenses $37,768

TOTAL EXPENSES $37,768

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,135	$41,998	-0.6%
Expenses	$37,768	$49,151	-0.2%
Net Income	$-22,633	$-7,153	+2.2%

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

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
SUSAN CROWELL	PRESIDENT	5.00	Officer Director	$0	$0	$0
DON SILVIUS	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
SALLY ANN GREENFIELD	SECRETARY	1.00	Officer Director	$0	$0	$0
TOM BENNER	TREASURER	2.00	Officer Director	$0	$0	$0
CHRIS LUTTRELL	MEMBER	1.00	Director	$0	$0	$0
CHERYL LOSH	MEMBER	1.00	Director	$0	$0	$0
MARY JANE WOOD	MEMBER	1.00	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
2024	$15,135	$37,768	$540,286	$-22,633
2023	$41,998	$49,151	$560,427	$-7,153

THE BERKELEY COUNTY HISTORICAL SOCIETY