ALPHARETTA HISTORICAL SOCIETY INC (EIN 582131313) - 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

1994

Legal Domicile

Principal Officer

Kimberly Roddy

Phone

7704420781

Tax Period

2024-07-01 to 2025-06-30

ALPHARETTA HISTORICAL SOCIETY INC, founded in 1994, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $39K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. Net assets of $770K represent 240 months of operating reserves.

Mission

The purpose of this society is to collect, assemble, preserve and disseminate historical and genealogical information and items for the benefit of its members, descendants, and others to promote interest in and the study of history, genealogy, and related fields.

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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 $2,492

Program Service Revenue $20,326

Investment Income $0

Other Revenue $15,731

TOTAL REVENUE $38,549

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,643

Other Expenses $41,414

TOTAL EXPENSES $41,414

Year-over-Year Comparison

	2024	2023	Change
Revenue	$38,549	$44,924	-0.1%
Expenses	$41,414	$43,819	-0.1%
Net Income	$-2,865	$1,105	-3.6%

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
Patricia Miller	President	10	Officer Director	$0	$0	$0
Shack Lewis	Vice President	10	Officer Director	$0	$0	$0
Jackie Angel	Secretary	10	Officer Director	$0	$0	$0
Kimberly Roddy	Treasurer	10	Officer Director	$0	$0	$0
Lynna Lee	Membership Chair	5	Director	$0	$0	$0
Jennifer Boren	Hospitality Chair	5	Director	$0	$0	$0
Laura Best	Program Chair	5	Director	$0	$0	$0
Connie Mashburn	Historian	5	Director	$0	$0	$0
Bonnie Steadman	Preservation Chair	5	Director	$0	$0	$0
Janice Talluto	Trustee	5	Director	$0	$0	$0
Kim Manning	Trustee	5	Director	$0	$0	$0
Stephanie Andersson	Archive Chair	20	Director	$0	$0	$0
Ben Hollingsworth	Public Relations Chair	5	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	$38,549	$41,414	$772,214	$-2,865
2024	$44,924	$43,819	$776,824	$1,105

ALPHARETTA HISTORICAL SOCIETY INC