Transylvania County Historical Society Inc (EIN 561586331) - 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

1987

Legal Domicile

Principal Officer

Marjorie Lillard

Phone

2016026947

Tax Period

2025-01-01 to 2025-12-31

Transylvania County Historical Society Inc, founded in 1987, is a small nonprofit in the Arts, Culture & Humanities sector that reported $218K in total revenue in fiscal year 2025. Revenue surged 432% from the prior year, signaling strong growth momentum. The organization ran a surplus of $136K, a strong 62% operating margin.

Mission

The mission of the Transylvania County Historical Society is to preserve the cultural and architectural history of Transylvania County through research historic documentation and interpretation. This is accomplished through the stewardship of historic properties in Transylvania County the Allison-Deaver House and the McGaha Chapel. Both properties are designated as local landmarks by the JHPC and the Allison-Deaver House is on the National Register of Historic Places.

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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 (2025)

Revenue Breakdown

Contributions & Grants $206,385

Program Service Revenue $9,516

Investment Income $2,521

Other Revenue $0

TOTAL REVENUE $218,422

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $641

Program Expenses $79,054

Other Expenses $82,062

TOTAL EXPENSES $82,062

Year-over-Year Comparison

	2025	2024	Change
Revenue	$218,422	$41,089	+4.3%
Expenses	$82,062	$33,785	+1.4%
Net Income	$136,360	$7,304	+17.7%

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
Marjorie Lillard	Presidetn	10.00	Officer	$0	$0	$0
Gregory Hunter	Vice President	5.00	Officer	$0	$0	$0
Matthew Agrella-Sevilla	Board Member	1.00	Director	$0	$0	$0
Rachel Hall	Board Member	1.00	Director	$0	$0	$0
Martha Johnson	Board Member	1.00	Director	$0	$0	$0
Mac Morrow	Board Member	1.00	Director	$0	$0	$0
Patricia Stahl	Board 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
2025	$218,422	$82,062	$1,700,489	$136,360

Transylvania County Historical Society Inc