MOORE COUNTY HISTORICAL ASSOCIATION

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1946

Legal Domicile

Phone

8475253923

Tax Period

2024-07-01 to 2025-06-30

MOORE COUNTY HISTORICAL ASSOCIATION, founded in 1946, is a micro nonprofit that reported $87K in total revenue in fiscal year 2024. Revenue decreased 13% compared to the prior year. The organization ran a surplus of $15K, a strong 18% operating margin.

Mission

PROMOTE HISTORICAL AWARENESS AND EDUCATION IN MOORE COUNTY, NC. IT OWNS AND MAINTAINS HISTORICAL BUILDINGS AND SPONSORS EVENTS

Program Service Accomplishments

Program 1

Expenses: $32,858 Revenue: $88,094

THE ASSOCIATION PROMOTES HISTORICAL AWARENESS AND EDUCATION IN MOORE COUNTY AND MAITAINS HISTORICAL BUILDINGS AND PROPERTY.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $37,620

Program Service Revenue $0

Investment Income $2,166

Other Revenue $46,846

TOTAL REVENUE $86,632

Expense Breakdown

Grants Paid $0

Salaries & Benefits $20,238

Fundraising Expenses $0

Program Expenses $32,858

Other Expenses $50,961

TOTAL EXPENSES $71,199

Year-over-Year Comparison

	2024	2023	Change
Revenue	$86,632	$99,673	-0.1%
Expenses	$71,199	$118,104	-0.4%
Net Income	$15,433	$-18,431	-1.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

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

$20,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH MATHEWS	OFFICE STAFF	20.00	Key Emp	$20,000	$0	$20,000
MATT FARINA	PRESIDENT	10.00	Officer Director	$0	$0	$0
CARLA BUTLER	DIRECTOR	10.00	Officer Director	$0	$0	$0
JANET FOWLER	SECRETARY	10.00	Officer Director	$0	$0	$0
TRENT CARTER	PRESIDENT	10.00	Officer Director	$0	$0	$0
GENE SCHOENFELDER	DIRECTOR	10.00	Officer Director	$0	$0	$0
CINDY NOVOSEL	DIRECTOR	10.00	Officer Director	$0	$0	$0
GRACE JONES	DIRECTOR	10.00	Officer Director	$0	$0	$0
DOROTHY KICKLIGHTER	VICE PRESIDENT	10.00	Officer Director	$0	$0	$0
HUGH SHEPARD	FORMER PRESIDENT	10.00	Officer Director	$0	$0	$0
CARLEY SUTTON	DIRECTOR	10.00	Officer Director	$0	$0	$0
DOROTHY SHANKLE	TREASURER	10.00	Officer Director	$0	$0	$0
SHANE ENGLISH	DIRECTOR	10.00	Officer Director	$0	$0	$0
MICHELLE HORNER	DIRECTOR	20.00	Officer Director	$0	$0	$0
BILL BRITTON	DIRECTOR	10.00	Officer Director	$0	$0	$0
CAROLYN BURNS	DIRECTOR	10.00	Officer Director	$0	$0	$0
STEVE GAYDICA	DIRECTOR	10.00	Officer 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	$86,632	$71,199	$1,261,518	$15,433
2024	$58,822	$76,918	$1,031,266	$-18,096
2023	$132,415	$96,173	$1,049,362	$36,242
2022	$289,190	$45,854	$1,011,368	$243,336
2021	$72,594	$35,247	$860,918	$37,347
2020	$65,035	$55,373	$693,770	$9,662
2019	$73,943	$50,389	$612,264	$23,554