Coastal Georgia Historical Society (EIN 580964094) - 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

Phone

9126384666

Tax Period

2024-01-01 to 2024-12-31

Coastal Georgia Historical Society, founded in 1965, is a community nonprofit in the Arts, Culture & Humanities sector that reported $2.1M in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Net assets of $9.0M represent 52 months of operating reserves.

Mission

The mission of the Society is to connect people to Coastal Georgia's dynamic history through the stories we share and the collections we preserve and to continue the vision of the residents who formed the Society, to lead in the preservation of the artifacts and buildings that are the treasures of our coastal heritage.

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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 $816,131

Program Service Revenue $714,755

Investment Income $403,377

Other Revenue $156,809

TOTAL REVENUE $2,091,072

Expense Breakdown

Grants Paid $0

Salaries & Benefits $917,586

Fundraising Expenses $118,152

Program Expenses $1,369,132

Other Expenses $1,148,334

TOTAL EXPENSES $2,065,920

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,091,072	$2,849,094	-0.3%
Expenses	$2,065,920	$2,241,244	-0.1%
Net Income	$25,152	$607,850	-1.0%

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

N/A

Volunteers

100

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

$198,594

Total Directors

$291,192

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Sherri Jones	Executive Dir.	40.00	Officer Director	$191,005	$7,589	$198,594
Ellen Mimi Rogers	Dir/Curator	40.00	Director	$89,062	$3,536	$92,598
Jack Crews	Director	2.00	Director	$0	$0	$0
Mary Schellhorn	President	2.00	Officer Director	$0	$0	$0
Brad Danowski	Director	2.00	Director	$0	$0	$0
Jeffrey Molitor	Treasurer	2.00	Officer Director	$0	$0	$0
Keith Calhoun	Vice President	2.00	Officer Director	$0	$0	$0
Shannon Gilreath	Director	2.00	Director	$0	$0	$0
Duane Harris	Immed Past Pres	2.00	Officer Director	$0	$0	$0
Lucy Glasebrook	Director	2.00	Director	$0	$0	$0
John Hunter	Director	2.00	Director	$0	$0	$0
Brenda Nease	Director	2.00	Director	$0	$0	$0
Steve Kerr	Director	2.00	Director	$0	$0	$0
Michelle Johnston	Director	2.00	Director	$0	$0	$0
Susan Lawhorne	Director	2.00	Director	$0	$0	$0
Cheryl Hargrove	Secretary	2.00	Officer Director	$0	$0	$0
Janis Rehlaender	Director	2.00	Director	$0	$0	$0
Susan Myers	Director	2.00	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
2024	$2,091,072	$2,065,920	$9,369,235	$25,152
2023	$2,849,094	$2,241,244	$9,276,366	$607,850
2022	$2,025,501	$2,162,934	$8,593,745	$-137,433
2021	$2,039,042	$2,123,563	$8,728,661	$-84,521
2020	$1,697,424	$1,942,477	$8,774,388	$-245,053
2019	$1,918,417	$2,313,876	$9,196,483	$-395,459
2018	$1,297,472	$1,538,182	$10,498,677	$-240,710

Coastal Georgia Historical Society