CLARKE COUNTY HISTORICAL SOCIETY

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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

1972

Legal Domicile

Principal Officer

MARCUS GORDON

Phone

2512758684

Tax Period

2024-06-01 to 2025-05-31

CLARKE COUNTY HISTORICAL SOCIETY, founded in 1972, is a small nonprofit in the Arts, Culture & Humanities sector that reported $169K in total revenue in fiscal year 2024. Revenue fell 37% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $37K, a strong 22% operating margin.

Mission

OPERATES HISTORICAL MUSEUM/PROPERTIES AND PROMOTES HISTORICAL DEVELOPMENT WITHIN CLARKE COUNTY ALABAMA

Program Service Accomplishments

Program 1

Expenses: $120,930

OPERATION OF CLARKE COUNTY HISTORICAL MUSEUM AND PROPERTIES

Program 2

Expenses: $10,173

PUBLICATION AND DISTRIBUTION OF SOCIETY QUARTERLIES AND OTHER SOCIETY EXPENSE

Program 3

Expenses: $1,126

IDENTIFICATION, PRESERVATION, AND RECOGNITION OF HISTORICAL CLARKE COUNTY

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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 $163,038

Program Service Revenue $0

Investment Income $3,554

Other Revenue $2,713

TOTAL REVENUE $169,305

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,229

Fundraising Expenses $0

Program Expenses $132,229

Other Expenses $66,000

TOTAL EXPENSES $132,229

Year-over-Year Comparison

	2024	2023	Change
Revenue	$169,305	$269,511	-0.4%
Expenses	$132,229	$197,619	-0.3%
Net Income	$37,076	$71,892	-0.5%

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

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

$38,275

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KERRY R DUNAWAY	MUSEUM DIRECTOR AND COORDINATOR	40.00	Officer	$38,275	$0	$38,275
MARY DODDS	SECRETARY	1.00	Officer	$0	$0	$0
JAN SOUTH	TREASURER	3.00	Officer	$0	$0	$0
DAVE MATHENY	CHAPLAN	1.00	Officer	$0	$0	$0
MARCUS GORDON	PRESIDENT	3.00	Officer	$0	$0	$0
ETHAN ELMORE	VICE PRESIDENT	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
2025	$169,305	$132,229	$816,041	$37,076
2024	$269,511	$197,619	$778,965	$71,892
2023	$281,299	$229,071	$707,073	$52,228
2022	$232,929	$109,352	$654,845	$123,577
2021	$108,253	$115,946	$531,268	$-7,693