SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA (EIN 586032761) - 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

1904

Legal Domicile

Principal Officer

WILLIAM L SHEFTALL III

Phone

9123039000

Tax Period

2023-01-01 to 2023-12-31

SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA, founded in 1904, is a small nonprofit that reported $308K in total revenue in fiscal year 2023. Revenue surged 66% from the prior year, signaling strong growth momentum. Expenses of $537K exceeded revenue, resulting in a 74% operating deficit.

Mission

EDUCATIONAL AND COMMEMORATIVE ACTIVITIES TO PRESERVE AND DISSEMINATE KNOWLEDGE OF THE AMERICAN REVOLUTION, AND PRESERVATION OF A HISTORICALLY SIGNIFICANT PROPERTY IN SAVANNAH, GA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $155,452

Program Service Revenue $87,870

Investment Income $37,554

Other Revenue $27,083

TOTAL REVENUE $307,959

Expense Breakdown

Grants Paid $284,574

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $446,219

Other Expenses $252,082

TOTAL EXPENSES $536,656

Year-over-Year Comparison

	2023	2022	Change
Revenue	$307,959	$185,292	+0.7%
Expenses	$536,656	$141,967	+2.8%
Net Income	$-228,697	$43,325	-6.3%

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
WILLIAM L SHEFTALL III	PRESIDENT	10.00	Officer Director	$0	$0	$0
JOHN M STEPHENSON	VICE PRESIDENT	5.00	Officer Director	$0	$0	$0
STEPHEN A MCLEOD	SECRETARY	5.00	Officer Director	$0	$0	$0
ROBERT G DAVIDSON JR	TREASURER	5.00	Officer Director	$0	$0	$0
PETER M WRIGHT	ASSISTANT TREASURER	1.00	Officer Director	$0	$0	$0
J TERRY HONAN	IMMEDIATE PAST PRES.	1.00	Officer Director	$0	$0	$0
DOMINICK M VALENCIA JR	HISTORIAN	0.00	Officer Director	$0	$0	$0
J ROBERT LOGAN	CHAPLAIN	0.00	Officer Director	$0	$0	$0
JOHN M SHEFTALL	GENEALOGIST	0.00	Officer Director	$0	$0	$0
M TYUS BUTLER JR	COUNSEL	0.00	Officer Director	$0	$0	$0
R VINCENT MARTIN III	COMMITTEE MEMBER	0.00	Director	$0	$0	$0
MALCOLM L BUTLER	COMMITTEE MEMBER	0.00	Director	$0	$0	$0
JAN S BURROUGHS	COMMITTEE MEMBER	0.00	Director	$0	$0	$0
E BRYAN CONNERAT JR	COMMITTEE MEMBER	0.00	Director	$0	$0	$0
ROBERT G DAVIDSON SR	COMMITTEE MEMBER	0.00	Director	$0	$0	$0
WILLIAM S CULMAN	ASSISTANT TREASURER	1.00	Officer	$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	No data	No data	No data	No data
2023	$307,959	$536,656	$2,279,701	$-228,697
2022	$185,292	$141,967	$2,187,885	$43,325
2021	$128,898	$79,585	$2,638,377	$49,313
2020	$106,473	$74,570	$2,122,751	$31,903
2019	$317,451	$266,204	$1,895,747	$51,247
2018	$207,483	$150,626	$1,551,296	$56,857

SOCIETY OF THE CINCINNATI IN THE STATE OF GEORGIA