WHITFIELD-MURRAY HISTORICAL SOCIETY (EIN 581264134) - 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

1960

Legal Domicile

Principal Officer

LISA STAFFORD

Phone

7062780217

Tax Period

2024-01-01 to 2024-12-31

WHITFIELD-MURRAY HISTORICAL SOCIETY, founded in 1960, is a small nonprofit that reported $303K in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $115K, a strong 38% operating margin.

Mission

PRESERVATION OF HISTORICAL PROPERTY

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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 $230,425

Program Service Revenue $36,978

Investment Income $13,027

Other Revenue $22,552

TOTAL REVENUE $302,982

Expense Breakdown

Grants Paid $0

Salaries & Benefits $29,636

Fundraising Expenses $5,155

Program Expenses $142,980

Other Expenses $158,067

TOTAL EXPENSES $187,703

Year-over-Year Comparison

	2024	2023	Change
Revenue	$302,982	$171,884	+0.8%
Expenses	$187,703	$153,936	+0.2%
Net Income	$115,279	$17,948	+5.4%

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

105

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

$27,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
TINA PANKEY	DIRECTOR	40.00	Director	$27,400	$0	$27,400
DALE LOWMAN	1ST VP	2.00	Officer Director	$0	$0	$0
MELODIE HAMMONTREE	2ND VP	2.00	Officer Director	$0	$0	$0
LISA STAFFORD	TREASURER	5.00	Officer Director	$0	$0	$0
MANDY WHITE	SECRETARY	2.00	Officer Director	$0	$0	$0
JUDY ALDERMAN	TRUSTEE	3.00	Director	$0	$0	$0
WILIAM BLACKMAN	TRUSTEE	2.00	Director	$0	$0	$0
SUE CRAWFORD	TRUSTEE	2.00	Director	$0	$0	$0
JOHN DAVIES	TRUSTEE	3.00	Director	$0	$0	$0
TIM HOWARD	TRUSTEE	5.00	Director	$0	$0	$0
DAVID LOUGHRIDGE	TRUSTEE	2.00	Director	$0	$0	$0
JAN MCNEILL	TRUSTEE	2.00	Director	$0	$0	$0
SCOTT MINTER	TRUSTEE	2.00	Director	$0	$0	$0
MARVIN SOWDER	TRUSTEE	3.00	Director	$0	$0	$0
ELLEN THOMPSON	TRUSTEE	2.00	Director	$0	$0	$0
SUSAN LONGLEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
SAM GOWIN	TRUSTEE	2.00	Director	$0	$0	$0
PHENNA PETTY	TRUSTEE	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	$302,982	$187,703	$2,645,915	$115,279
2023	$171,884	$153,936	$2,425,729	$17,948
2022	$182,680	$159,283	$2,482,392	$23,397
2021	$181,062	$189,109	$2,483,352	$-8,047
2020	$190,958	$130,843	$2,461,362	$60,115
2019	$199,452	$129,299	$2,401,432	$70,153
2018	$156,014	$180,288	$2,331,850	$-24,274

WHITFIELD-MURRAY HISTORICAL SOCIETY