Cherokee County Historical Society (EIN 581715932) - 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

1986

Legal Domicile

Phone

7703453288

Tax Period

2024-01-01 to 2024-12-31

Cherokee County Historical Society, founded in 1986, is a small nonprofit that reported $730K in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Net assets of $4.0M represent 66 months of operating reserves.

Mission

History Cherokee is a nonprofit organization engaged in the collection, preservation, and interpretation of Cherokee County 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 (2024)

Revenue Breakdown

Contributions & Grants $484,875

Program Service Revenue $141,303

Investment Income $6,218

Other Revenue $97,681

TOTAL REVENUE $730,077

Expense Breakdown

Grants Paid $0

Salaries & Benefits $355,666

Fundraising Expenses $112,026

Program Expenses $613,342

Other Expenses $407,043

TOTAL EXPENSES $762,709

Year-over-Year Comparison

	2024	2023	Change
Revenue	$730,077	$783,925	-0.1%
Expenses	$762,709	$762,199	+0.0%
Net Income	$-32,632	$21,726	-2.5%

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
Rebecca J Johnston	President	2.00	Director	$0	$0	$0
Chuck Douglas	Vice President	2.00	Director	$0	$0	$0
Billy Peppers	Treasurer	2.00	Director	$0	$0	$0
Victoria Stanton	Secretary	2.00	Director	$0	$0	$0
Kyle Bennett	Past President	2.00	Director	$0	$0	$0
Bob Hulsey	Parliamentarian	2.00	Director	$0	$0	$0
Hayden Holcomb	Director	2.00	Director	$0	$0	$0
Jenn Goddard	Director	2.00	Director	$0	$0	$0
Zach Godfrey	Director	2.00	Director	$0	$0	$0
Randy Gravley	Director	2.00	Director	$0	$0	$0
Rob Logan	Director	2.00	Director	$0	$0	$0
Michael Caldwell	Director	2.00	Director	$0	$0	$0
Spencer Nix	Director	2.00	Director	$0	$0	$0
Lisa Morton	Director	2.00	Director	$0	$0	$0
Mark Moore	Director	2.00	Director	$0	$0	$0
Steven Page	Director	2.00	Director	$0	$0	$0
Smith Johnston	Director	2.00	Director	$0	$0	$0
Eric Rein	Director	2.00	Director	$0	$0	$0
Rajpal Sagoo	Director	2.00	Director	$0	$0	$0
Pat Tanner	Director	2.00	Director	$0	$0	$0
Brittani Lusk	Director	2.00	Director	$0	$0	$0
Lee Oliver	Director	2.00	Director	$0	$0	$0
Cliff Owen	Director	2.00	Director	$0	$0	$0
Nate Rich	Director	2.00	Director	$0	$0	$0
Stefanie Joyner	Executive Director	40.00	Highest	$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	$730,077	$762,709	$5,595,855	$-32,632
2023	$783,925	$762,199	$5,747,678	$21,726
2022	$1,587,178	$575,834	$5,811,127	$1,011,344
2021	$1,812,001	$380,287	$3,981,397	$1,431,714
2020	$537,406	$366,805	$2,449,172	$170,601
2019	$1,126,998	$291,258	$2,342,766	$835,740
2018	$256,039	$237,834	$574,602	$18,205

Cherokee County Historical Society