Matthews Historical Foundation Inc (EIN 581723658) - 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

2009

Legal Domicile

Principal Officer

Becky Willard

Phone

7049514126

Tax Period

2025-01-01 to 2025-12-31

Matthews Historical Foundation Inc, founded in 2009, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $83K in total revenue in fiscal year 2025. Expenses of $97K exceeded revenue, resulting in a 17% operating deficit.

Mission

To research, preserve and protect the cultural, architectural and historical heritage of Matthews and to involve and educate future generations of this heritage

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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 $70,034

Program Service Revenue $270

Investment Income $0

Other Revenue $12,750

TOTAL REVENUE $83,054

Expense Breakdown

Grants Paid $0

Salaries & Benefits $2,961

Fundraising Expenses $0

Program Expenses $97,437

Other Expenses $94,476

TOTAL EXPENSES $97,437

Year-over-Year Comparison

	2025	2024	Change
Revenue	$83,054	$87,047	0.0%
Expenses	$97,437	$106,064	-0.1%
Net Income	$-14,383	$-19,017	-0.2%

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

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
Becky Willard	President	20.00	Officer Director	$0	$0	$0
Brian Antal	Treasurer	8.00	Officer Director	$0	$0	$0
Charles Bennett	Trustee	1.00	Director	$0	$0	$0
Bob Aycock	Vice President	20.00	Officer Director	$0	$0	$0
Anne Bennett	Trustee	1.00	Director	$0	$0	$0
Jim Taylor	Trustee	1.00	Director	$0	$0	$0
John Urban	Trustee	1.00	Director	$0	$0	$0
Tina Whitley	Trustee	1.00	Director	$0	$0	$0
Kress Query	Trustee	1.00	Director	$0	$0	$0
Tom Doresy	Trustee	1.00	Director	$0	$0	$0
Steffney Messer	Trustee	1.00	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
2025	$83,054	$97,437	$791,929	$-14,383
2024	$87,047	$106,064	$757,905	$-19,017
2023	$86,536	$70,774	$749,658	$15,762
2022	$65,408	$71,851	$701,943	$-6,443
2021	$63,544	$90,200	$751,162	$-26,656
2020	$52,421	$57,941	$747,564	$-5,520
2019	$65,047	$66,907	$726,855	$-1,860
2018	$78,285	$77,397	$690,541	$888

Matthews Historical Foundation Inc