ANSON COUNTY HISTORICAL SOCIETY (EIN 566093146) - 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

1965

Legal Domicile

Principal Officer

JAKE BARBEE

Phone

7046946694

Tax Period

2020-01-01 to 2020-12-31

ANSON COUNTY HISTORICAL SOCIETY, founded in 1965, is a micro nonprofit that reported $68K in total revenue in fiscal year 2020. Revenue surged 28% from the prior year, signaling strong growth momentum. Expenses of $59K left a modest 14% surplus.

Mission

PRESERVATION OF HISTORICAL SITES IN ANSON COUNTY

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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 (2020)

Revenue Breakdown

Contributions & Grants $66,344

Program Service Revenue $0

Investment Income $468

Other Revenue $1,653

TOTAL REVENUE $68,465

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,185

Fundraising Expenses $2,634

Program Expenses $46,312

Other Expenses $42,925

TOTAL EXPENSES $59,110

Year-over-Year Comparison

	2020	2019	Change
Revenue	$68,465	$53,676	+0.3%
Expenses	$59,110	$58,334	+0.0%
Net Income	$9,355	$-4,658	-3.0%

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

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
BILL WALL	BOARD MEMBER	1.00	Director	$0	$0	$0
LONNIE BAUCOM	BOARD MEMBER	2.00	Officer Director	$0	$0	$0
KATHRYN MCLEOD	TREASURER	2.00	Officer Director	$0	$0	$0
PEGGY STEWART	SECRETARY	2.00	Officer Director	$0	$0	$0
TOMMY ALLEN	PRESIDENT	6.00	Officer Director	$0	$0	$0
JAKE BARBEE	VICE PRESIDENT	1.00	Director	$0	$0	$0
DAVID KELLY	BOARD MEMBER	1.00	Director	$0	$0	$0
PAUL LITTLE	BOARD MEMBER	1.00	Director	$0	$0	$0
RALPH COBLE	BOARD MEMBER	1.00	Director	$0	$0	$0
WALTER TURNER	BOARD MEMBER	1.00	Director	$0	$0	$0
CALVIN GADDY	BOARD MEMBER	1.00	Director	$0	$0	$0
MELANIE COUNTEE	BOARD MEMBER	1.00	Director	$0	$0	$0
STEVE LEAR	BOARD MEMBER	1.00	Director	$0	$0	$0
MARLENE RICHARDSON	BOARD MEMBER	1.00	Director	$0	$0	$0
SHELBY EMRICH	BOARD MEMBER	1.00	Director	$0	$0	$0
BILL CLARK	BOARD MEMEBER	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
2020	$68,465	$59,110	$525,492	$9,355

ANSON COUNTY HISTORICAL SOCIETY