ROBERTSON COUNTY HISTORICAL SOCIETY (EIN 621124119) - 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

1969

Legal Domicile

Phone

6153827173

Tax Period

2023-07-01 to 2024-06-30

ROBERTSON COUNTY HISTORICAL SOCIETY, founded in 1969, is a small nonprofit that reported $194K in total revenue in fiscal year 2023. The organization ran a surplus of $54K, a strong 28% operating margin.

Mission

HISTORICAL SOCIETY

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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 $84,646

Program Service Revenue $73,529

Investment Income $10,404

Other Revenue $25,900

TOTAL REVENUE $194,479

Expense Breakdown

Grants Paid $0

Salaries & Benefits $46,354

Fundraising Expenses $0

Program Expenses $136,875

Other Expenses $93,828

TOTAL EXPENSES $140,182

Year-over-Year Comparison

	2023	2022	Change
Revenue	$194,479	N/A	N/A
Expenses	$140,182	N/A	N/A
Net Income	$54,297	N/A	N/A

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

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

$37,920

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANET PALMORE	Director	2.00	Director	$37,920	$0	$37,920
GENE BECK	Director	2.00	Director	$0	$0	$0
ROGER DORRIS	Director	2.00	Director	$0	$0	$0
DEANA UNDERHILL	Director	2.00	Director	$0	$0	$0
BRAD MORELAND	Treasurer	2.00	Officer Director	$0	$0	$0
DANNY ATCHLEY	Vice President	2.00	Officer Director	$0	$0	$0
JODI BALLARD	Director	2.00	Director	$0	$0	$0
BILL SMITHFIELD	Director	2.00	Director	$0	$0	$0
JACKIE BRADSHAW	Secretary	2.00	Officer Director	$0	$0	$0
JOHN BAKER	Director	2.00	Director	$0	$0	$0
GINA HOLT	Director	2.00	Director	$0	$0	$0
PAUL NUTTING	President	2.00	Officer Director	$0	$0	$0
JAY JOHNSON	Director	2.00	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
2024	$194,479	$140,182	$475,520	$54,297

ROBERTSON COUNTY HISTORICAL SOCIETY