PAMLICO COUNTY HISTORICAL ASSOCIATION INC (EIN 561224656) - 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

2003

Legal Domicile

Principal Officer

BRANDI ROBERTSON

Phone

2526179647

Tax Period

2024-01-01 to 2024-12-31

PAMLICO COUNTY HISTORICAL ASSOCIATION INC, founded in 2003, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $13K in total revenue in fiscal year 2024. Revenue fell 80% from the prior year — a significant decline worth monitoring. Expenses of $22K exceeded revenue, resulting in a 74% operating deficit.

Mission

TO OPERATE A MUSEUM DEDICATED TO THE HISTORY AND CULTURE OF PAMLICO COUNTY, NC AND TO PROVIDE EDUCATIONAL OPPORTUNITIES AND EVENTS CONCERNING PAMLICO COUNTY TO THE PUBLIC.

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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 $8,985

Program Service Revenue $2,771

Investment Income $-1,499

Other Revenue $2,509

TOTAL REVENUE $12,766

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,319

Other Expenses $22,171

TOTAL EXPENSES $22,171

Year-over-Year Comparison

	2024	2023	Change
Revenue	$12,766	$64,684	-0.8%
Expenses	$22,171	$20,227	+0.1%
Net Income	$-9,405	$44,457	-1.2%

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

N/A

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
ROGER SURPRENANT	BOARD MEMBER	2.00	Director	$0	$0	$0
JENNIE ADAMS	BOARD MEMBER	2.00	Director	$0	$0	$0
LOU OSTENDOFF	BOARD MEMBER	2.00	Director	$0	$0	$0
GEORGE PEACOCK	BOARD MEMBER EMERITAS	2.00	Director	$0	$0	$0
ROD LEE	BOARD MEMBER	2.00	Director	$0	$0	$0
BEN HOLLOWELL	BOARD MEMBER	2.00	Director	$0	$0	$0
MERRITT WATSON	BOARD MEMBER	2.00	Director	$0	$0	$0
BRANDI ROBERTSON	PRESIDENT	8.00	Officer	$0	$0	$0
RENEE MIDYETE	SECRETARY	8.00	Officer	$0	$0	$0
TIM BUCK	VICE PRESIDENT	8.00	Officer	$0	$0	$0
DAVID EVANS JR	TREASURER	8.00	Officer	$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	$12,766	$22,171	$796,831	$-9,405
2023	$64,684	$20,227	$820,928	$44,457

PAMLICO COUNTY HISTORICAL ASSOCIATION INC