GEORGIA HISTORICAL SOCIETY (EIN 580593403) - 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

1839

Legal Domicile

Principal Officer

DR WILLIAM T GROCE

Phone

9126512831

Tax Period

2022-07-01 to 2023-06-30

GEORGIA HISTORICAL SOCIETY, founded in 1839, is a community nonprofit that reported $5.3M in total revenue in fiscal year 2022. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.2M, a strong 23% operating margin.

Mission

THE ORGANIZATION PAYS DUES FOR MEMBERSHIP TO THE CHATHAM CLUB AND ROTARY CLUB FOR W. TODD GROCE.

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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 (2022)

Revenue Breakdown

Contributions & Grants $3,975,309

Program Service Revenue $395,403

Investment Income $921,751

Other Revenue $21,408

TOTAL REVENUE $5,313,871

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,342,678

Fundraising Expenses $117,551

Program Expenses $3,386,648

Other Expenses $1,767,863

TOTAL EXPENSES $4,110,541

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,313,871	$4,642,270	+0.1%
Expenses	$4,110,541	$3,649,995	+0.1%
Net Income	$1,203,330	$992,275	+0.2%

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

Employees

Volunteers

15000

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

$748,661

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DR W TODD GROCE	CEO AND PRESIDENT	40.00	Officer	$353,538	$66,186	$419,724
LAURA GARCIA-CULLER	VICE PRESIDENT AND COO	40.00	Officer	$274,231	$54,706	$328,937
CHRISTY M CRISP	DIRECTOR OF PROGRAMS, VP EDUCATION	40.00	Highest	$121,594	$21,390	$142,984
STAN K DEATON	SENIOR HISTORIAN	40.00	Highest	$110,585	$22,005	$132,590
SHAN COOPER	CHAIRMAN	1.00	Officer Director	$0	$0	$0
DAVID ABNEY	VICE-CHAIRMAN	1.00	Officer Director	$0	$0	$0
CLYDE TUGGLE	TREASURER	1.00	Officer Director	$0	$0	$0
H JEROME RUSSELL JR	SECRETARY	1.00	Officer Director	$0	$0	$0
KEVIN S BLAIR	CURATOR	1.00	Director	$0	$0	$0
FRANK S BLAKE	CURATOR	1.00	Director	$0	$0	$0
JAMES H BLANCHARD	CURATOR	1.00	Director	$0	$0	$0
STEPHANIE V BLANK	CURATOR	1.00	Director	$0	$0	$0
ELLEN B BLOCH	CURATOR	1.00	Director	$0	$0	$0
MARK BURNS	CURATOR	1.00	Director	$0	$0	$0
DAN T CATHY	CURATOR	1.00	Director	$0	$0	$0
REED DULANY III	CURATOR	1.00	Director	$0	$0	$0
KIMBERLY S GREENE	CURATOR	1.00	Director	$0	$0	$0
VENESSA HARRISON	CURATOR	1.00	Director	$0	$0	$0
JEFF KOLE	CURATOR	1.00	Director	$0	$0	$0
JOHN F MCMULLAN	CURATOR	1.00	Director	$0	$0	$0
WILLIAM T MOORE	CURATOR	1.00	Director	$0	$0	$0
SAM NUNN	CURATOR	1.00	Director	$0	$0	$0
BEATRIZ R PEREZ	CURATOR	1.00	Director	$0	$0	$0
KESSEL STELLING JR	CURATOR	1.00	Director	$0	$0	$0
LARRY D THOMPSON	CURATOR	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$5,313,871	$4,110,541	$32,128,676	$1,203,330
2022	$4,642,270	$3,649,995	$29,377,196	$992,275
2021	$5,575,417	$2,860,183	$30,611,121	$2,715,234
2020	$4,158,284	$2,864,286	$26,057,444	$1,293,998
2019	$4,072,461	$2,775,524	$24,153,267	$1,296,937
2018	$6,788,265	$2,518,576	$22,190,211	$4,269,689

GEORGIA HISTORICAL SOCIETY