SOUTHERN HISTORICAL ASSOCIATIO (EIN 616030993) - 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

Principal Officer

STEPHEN BERRY

Phone

7068505866

Tax Period

2024-01-01 to 2024-12-31

SOUTHERN HISTORICAL ASSOCIATIO is a small nonprofit in the Arts, Culture & Humanities sector that reported $326K in total revenue in fiscal year 2024. Revenue fell 27% from the prior year — a significant decline worth monitoring. Expenses of $305K left a modest 7% surplus.

Mission

PRESERVATION OF HISTORICAL RECORDS AND ENCOURAGMENT OF STATE AND LOCAL HISTORICAL SOCIETIES IN THE SOUTH. SECONDARY PURPOSE IS TO EDUCATE ON ALL AREAS OF SOUTH.

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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 $296,124

Program Service Revenue $0

Investment Income $30,329

Other Revenue $0

TOTAL REVENUE $326,453

Expense Breakdown

Grants Paid $48,770

Salaries & Benefits $77,813

Fundraising Expenses $0

Program Expenses $44,406

Other Expenses $178,611

TOTAL EXPENSES $305,194

Year-over-Year Comparison

	2024	2023	Change
Revenue	$326,453	$449,945	-0.3%
Expenses	$305,194	$427,574	-0.3%
Net Income	$21,259	$22,371	0.0%

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

N/A

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

$51,640

Total Directors

$51,640

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STEPHEN BERRY	SECRETARY/TRSE	20	Officer Director	$0	$0	$0
TERA HUNTER	VICE PRESIDENT	1	Officer	$0	$0	$0
LAURA EDWARDS	VICE PRESIDENT	1	Officer	$0	$0	$0
CALEB MCDANIEL	JOURNAL EDITOR	1	Officer	$0	$0	$0
STEPHEN BERRY	TREASURER	20	Officer Director	$51,640	$0	$51,640

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	$326,453	$305,194	$1,579,293	$21,259
2023	$449,945	$427,574	$1,347,980	$22,371
2022	$130,935	$197,274	$895,900	$-66,339
2019	$303,513	$361,626	$1,352,507	$-58,113
2018	$324,446	$284,132	$1,163,577	$40,314

SOUTHERN HISTORICAL ASSOCIATIO