NEW BERN, NC
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)NEW BERN HISTORICAL SOCIETY FOUNDATION INC, founded in 1954, is a small nonprofit that reported $337K in total revenue in fiscal year 2024. Net assets of $1.7M represent 62 months of operating reserves.
THE MISSION OF THE NEW BERN HISTORICAL SOCIETY FOUNDATION IS TO CELEBRATE AND PROMOTE NEW BERN AND ITS HERITAGE THROUGH EVENTS AND EDUCATION.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $336,648 | $322,396 | +0.0% |
| Expenses | $332,935 | $328,630 | +0.0% |
| Net Income | $3,713 | $-6,234 | -1.6% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| JOE HUNT | PRESIDENT | 5.00 |
Officer
|
$0 | $0 | $0 |
| KATHY MORRISON | FIRST VICE-P | 10.00 |
Officer
|
$0 | $0 | $0 |
| EGON LIPPERT | SECOND VICE- | 1.00 |
Officer
|
$0 | $0 | $0 |
| CHRIS KELSO | SECRETARY | 1.00 |
Officer
|
$0 | $0 | $0 |
| BOB PENVOSE | TREASURER | 10.00 |
Officer
Director
|
$0 | $0 | $0 |
| CLAUDIA HOUSTON | HISTORIAN | 20.00 |
Director
|
$0 | $0 | $0 |
| JIM HODGES JR | CURATOR | 20.00 |
Director
|
$0 | $0 | $0 |
| EUGENE LOCK | BATTLEFIELD | 10.00 |
Director
|
$0 | $0 | $0 |
| JOE ANDERSON | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| GEORGE EVANS | BOARD MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| NELSON MCDANIEL | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| ROB OVERMAN | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| MARY PARRISH | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| GRAHAM BARDEN | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| LAURA MILLER-MCLEMORE | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| KEN MCCOTTER | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| CATHY O'BRIEN | BOARD MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| MIKE WILLIAMS | BOARD MEMBER | 2.00 |
Director
|
$0 | $0 | $0 |
| CAROL BECTON | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| CLAYTON W CHEEK | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| TERRI HICKMAN | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| CHRISTOPHER RICHEY | BOARD MEMBER | 1.00 |
Director
|
$0 | $0 | $0 |
| WALT TEASDALE | BOARD MEMBER | 3.00 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $336,648 | $332,935 | $1,734,829 | $3,713 |
| 2024 | $322,396 | $328,630 | $1,735,905 | $-6,234 |
| 2023 | $358,149 | $304,749 | $1,742,612 | $53,400 |
| 2022 | $313,374 | $248,244 | $1,682,177 | $65,130 |
| 2021 | $361,229 | $193,214 | $1,621,235 | $168,015 |
| 2020 | $324,042 | $239,950 | $1,458,278 | $84,092 |
| 2019 | $283,466 | $278,649 | $1,360,508 | $4,817 |
Compare NEW BERN HISTORICAL SOCIETY FOUNDATION INC with other nonprofits in North Carolina and across the country.