AUGUSTA GENEALOGICAL SOCIETY (EIN 581385986) - 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

1979

Legal Domicile

Principal Officer

TREY KENNEDY

Phone

7067224073

Tax Period

2024-09-01 to 2025-08-31

AUGUSTA GENEALOGICAL SOCIETY, founded in 1979, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $95K in total revenue in fiscal year 2024. Revenue fell 40% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $27K, a strong 28% operating margin.

Mission

COLLECT, PRESERVE, AND DISSEMINATE KNOWLEDGE AND INFORMATION IN RELATION TO GENEALOGICAL, HISTORICAL, BIOGRAPHICAL, AND HERALDIC DATA.

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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 $14,807

Program Service Revenue $2,268

Investment Income $76,373

Other Revenue $1,886

TOTAL REVENUE $95,334

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $46,067

Other Expenses $68,800

TOTAL EXPENSES $68,800

Year-over-Year Comparison

	2024	2023	Change
Revenue	$95,334	$158,754	-0.4%
Expenses	$68,800	$65,335	+0.1%
Net Income	$26,534	$93,419	-0.7%

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

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
MARGIE BARTON	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
RUBENA BERRY	CORRESPONDIN	1.00	Officer Director	$0	$0	$0
FRANCES CUTTING	PARLIAMENTAR	1.00	Officer Director	$0	$0	$0
TREY KENNEDY	PRESIDENT	3.00	Officer Director	$0	$0	$0
MAXINE MALONEY	TREASURER	3.00	Officer Director	$0	$0	$0
TERESA MEIGS	ADMINISTRATO	10.00	Officer Director	$0	$0	$0
ERICK MONTGOMERY	PAST PRESIDE	1.00	Officer Director	$0	$0	$0
CATHERINE ROBERTSON	RECORDING SE	1.00	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
2025	$95,334	$68,800	$1,451,388	$26,534
2024	$158,754	$65,335	$1,391,615	$93,419
2023	$28,362	$71,395	$1,128,894	$-43,033
2022	$26,862	$67,654	$1,090,988	$-40,792
2021	$221,694	$56,224	$1,268,020	$165,470
2020	$86,604	$59,486	$1,103,352	$27,118
2019	$899,569	$68,943	$1,076,234	$830,626

AUGUSTA GENEALOGICAL SOCIETY