UNION COUNTY HISTORICAL SOCIETY INC (EIN 581305379) - 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

1976

Legal Domicile

Principal Officer

JAMES MIKE COOK

Phone

7067455493

Tax Period

2025-01-01 to 2025-12-31

UNION COUNTY HISTORICAL SOCIETY INC, founded in 1976, is a small nonprofit that reported $114K in total revenue in fiscal year 2025. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $148K exceeded revenue, resulting in a 30% operating deficit.

Mission

THE ORGANIZATION'S PURPOSE IS TO PROMOTE THE PRESERVATION OF SOURCES OF INFORMATION CONCERNING THE HISTORY OF UNION COUNTY, GA; THE INVESTIGATION, STUDY, COLLECTION, DISPLAY, PUBLICATION AND DISSEMINATION OF SUCH HISTORY; AND TO CREATE IN THE CITIZENS AND FRIENDS OF UNION COUNTY AN INTEREST IN ITS 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 (2025)

Revenue Breakdown

Contributions & Grants $95,291

Program Service Revenue $0

Investment Income $10,878

Other Revenue $7,913

TOTAL REVENUE $114,082

Expense Breakdown

Grants Paid $0

Salaries & Benefits $52,458

Fundraising Expenses $0

Program Expenses $148,084

Other Expenses $95,626

TOTAL EXPENSES $148,084

Year-over-Year Comparison

	2025	2024	Change
Revenue	$114,082	$150,641	-0.2%
Expenses	$148,084	$168,297	-0.1%
Net Income	$-34,002	$-17,656	+0.9%

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

N/A

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
PATTI EVERETT	DIRECTOR	1.00	Director	$0	$0	$0
KATHY GARCIA	DIRECTOR	1.00	Director	$0	$0	$0
JERRY DYER	DIRECTOR	1.00	Director	$0	$0	$0
KRIS GOOCH	DIRECTOR	1.00	Director	$0	$0	$0
FREYA JONES	DIRECTOR	1.00	Director	$0	$0	$0
EDDIE PARTIN	DIRECTOR	1.00	Director	$0	$0	$0
JAMES MIKE COOK	PRESIDENT	1.00	Officer	$0	$0	$0
JAMIE CRUMP	VICE PRESIDENT	1.00	Officer	$0	$0	$0
JOAN DRAKE	TREASURER	1.00	Officer	$0	$0	$0
JAYNE JONES	SECRETARY	1.00	Officer	$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	$114,082	$148,084	$612,970	$-34,002
2024	$150,641	$168,297	$646,954	$-17,656
2023	$136,505	$139,999	$664,696	$-3,494
2022	$124,174	$137,835	$668,718	$-13,661
2021	$103,426	$139,130	$683,553	$-35,704
2020	$107,161	$117,447	$776,607	$-10,286
2019	$124,993	$167,410	$729,668	$-42,417
2018	$131,033	$128,883	$772,000	$2,150

UNION COUNTY HISTORICAL SOCIETY INC