THE STANLY COUNTY HISTORICAL SOCIETY INC (EIN 562209618) - 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

1998

Legal Domicile

Principal Officer

W BAIN JONES

Phone

7049863777

Tax Period

2024-10-01 to 2025-09-30

THE STANLY COUNTY HISTORICAL SOCIETY INC, founded in 1998, is a small nonprofit in the Arts, Culture & Humanities sector that reported $133K in total revenue in fiscal year 2024. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $64K, a strong 48% operating margin.

Mission

THE STANLY COUNTY HISTORICAL SOCIETY PROMOTES KNOWLEDGE,UNDER- STANDING AND APPRECIATION OF STANLY COUNTYS RICH HERITAGE AND HISTORY THROUGH EDUCATION AND PRESERVATION OF ARTIFACTS AND HISTORIC SITES.

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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 $31,000

Program Service Revenue $0

Investment Income $101,318

Other Revenue $436

TOTAL REVENUE $132,754

Expense Breakdown

Grants Paid $6,000

Salaries & Benefits $0

Fundraising Expenses $1,361

Program Expenses $58,264

Other Expenses $62,812

TOTAL EXPENSES $68,812

Year-over-Year Comparison

	2024	2023	Change
Revenue	$132,754	$184,198	-0.3%
Expenses	$68,812	$50,545	+0.4%
Net Income	$63,942	$133,653	-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

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
W BAIN JONES	PRESIDENT	10.00	Officer	$0	$0	$0
BRIAN JONES	SECRETARY	5.00	Officer	$0	$0	$0
JOYCE LAMBERT	TREASURER	10.00	Officer	$0	$0	$0
BETH SWANNER	DIRECTOR	0.50	Director	$0	$0	$0
STEPHEN SELTZER	DIRECTOR	0.50	Director	$0	$0	$0
ANNE HARWOOD	DIRECTOR	0.50	Director	$0	$0	$0
JOHN WILLIAMS	DIRECTOR	0.50	Director	$0	$0	$0
LESLIE PHILLIPS	DIRECTOR	0.50	Director	$0	$0	$0
PAT BRAMLETT	DIRECTOR	0.50	Director	$0	$0	$0
JEFF CHANCE	DIRECTOR	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	$132,754	$68,812	$978,135	$63,942
2024	$184,198	$50,545	$914,193	$133,653
2023	$154,514	$29,410	$780,540	$125,104
2022	$19,536	$33,008	$655,436	$-13,472
2021	$339,429	$35,975	$668,908	$303,454
2020	$203,262	$20,641	$380,407	$182,621

THE STANLY COUNTY HISTORICAL SOCIETY INC