Friends of Bulloch Inc (EIN 582097886) - 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

1993

Legal Domicile

Principal Officer

Robert Hagan

Phone

7709921731

Tax Period

2024-06-01 to 2025-05-31

Friends of Bulloch Inc, founded in 1993, is a small nonprofit that reported $152K in total revenue in fiscal year 2024. Revenue surged 57% from the prior year, signaling strong growth momentum. The organization ran a surplus of $118K, a strong 78% operating margin.

Mission

THE MISSION OF BULLOCH HALL IS TO ACCURATELY RESTORE, PRESERVE, AND INTERPRET THIS NATIONALLY SIGNIFICANT ANTEBELLUM HISTORIC SITE AND TO PRESENT AN AUTHENTIC INTERPRETATION TO ALL ROSWELL CITIZENS AND VISITORS THROUGH QUALITY TOURS, EDUCATIONAL PROGRAMS AND COMMUNITY OUTREACH, AND SPECIAL EVENTS.

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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 $174,161

Program Service Revenue $0

Investment Income $3,792

Other Revenue $-26,022

TOTAL REVENUE $151,931

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $29,526

Other Expenses $33,876

TOTAL EXPENSES $33,876

Year-over-Year Comparison

	2024	2023	Change
Revenue	$151,931	$96,767	+0.6%
Expenses	$33,876	$99,141	-0.7%
Net Income	$118,055	$-2,374	-50.7%

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
Robert Hagan	President	9.00	Officer Director	$0	$0	$0
Pam Billingsley	Vice President	3.00	Officer Director	$0	$0	$0
Karen Schwank	Treasurer	9.00	Officer Director	$0	$0	$0
Jacque Digieso	Secretary	3.00	Officer Director	$0	$0	$0
Nancy Alterman	Director	9.00	Director	$0	$0	$0
Gwen Koehler	Director	5.00	Director	$0	$0	$0
Sandy Buhler	Director	3.00	Director	$0	$0	$0
Jonathan Crooks	Director	9.00	Director	$0	$0	$0
Melany Shaffer	Director	3.00	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	$151,931	$33,876	$330,579	$118,055
2024	$96,767	$99,141	$215,371	$-2,374
2023	$69,211	$21,889	$183,806	$47,322
2022	$92,148	$58,146	$119,888	$34,002
2021	$59,554	$34,057	$83,326	$25,497
2020	$99,586	$133,794	$57,702	$-34,208
2019	$132,310	$110,939	$112,990	$21,371
2018	$126,341	$94,770	$108,032	$31,571

Friends of Bulloch Inc