AUGUSTA RICHMOND COUNTY HISTORICAL SOCIETY (EIN 581107000) - 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

1951

Legal Domicile

Tax Period

2021-01-01 to 2021-12-31

AUGUSTA RICHMOND COUNTY HISTORICAL SOCIETY, founded in 1951, is a micro nonprofit that reported $45K in total revenue in fiscal year 2021. The organization ran a surplus of $17K, a strong 37% operating margin.

Mission

EDUCATION OF LOCAL HISTORY

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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 (2021)

Revenue Breakdown

Contributions & Grants $10,067

Program Service Revenue $0

Investment Income $33,260

Other Revenue $2,055

TOTAL REVENUE $45,382

Expense Breakdown

Grants Paid $500

Salaries & Benefits $13,905

Fundraising Expenses $0

Program Expenses $17,551

Other Expenses $14,338

TOTAL EXPENSES $28,743

Year-over-Year Comparison

	2021	2020	Change
Revenue	$45,382	N/A	N/A
Expenses	$28,743	N/A	N/A
Net Income	$16,639	N/A	N/A

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
JULIANNA SHURTLEFF	DIRECTOR	0.00	Director	$0	$0	$0
MARTHA ROBERTSON	DIRECTOR	0.00	Director	$0	$0	$0
ANDREW GOSS	DIRECTOR	0.00	Director	$0	$0	$0
MARCIA CHRISTMAN	DIRECTOR	0.00	Director	$0	$0	$0
MEGAN SUTTON	DIRECTOR	0.00	Director	$0	$0	$0
CHARLES TUDOR	DIRECTOR	0.00	Director	$0	$0	$0
JAMES GARVEY	DIRECTOR	1.00	Director	$0	$0	$0
TOM ROBERTSON	DIRECTOR	0.00	Director	$0	$0	$0
JOHN BARNEY	DIRECTOR	0.00	Director	$0	$0	$0
TRAVERS W PAINE III	PRESIDENT	1.00	Officer Director	$0	$0	$0
ELAINE BENTON	SECRETARY	8.00	Officer Director Highest	$0	$0	$0
HUGH MCCUTHCHEON	TREASURER	1.00	Officer Director	$0	$0	$0
RACHEL CAGLE	PRESIDENT ELECT	0.00	Officer Director	$0	$0	$0
JOHN C BELL JR	PAST PRESIDENT	0.00	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
2021	$45,382	$28,743	$554,403	$16,639

AUGUSTA RICHMOND COUNTY HISTORICAL SOCIETY