GREENE 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

1990

Legal Domicile

Principal Officer

LLOYD DAWE

Phone

2057996591

Tax Period

2023-01-01 to 2023-12-31

GREENE COUNTY HISTORICAL SOCIETY, founded in 1990, is a small nonprofit in the Arts, Culture & Humanities sector that reported $401K in total revenue in fiscal year 2023. Revenue surged 546% from the prior year, signaling strong growth momentum. The organization ran a surplus of $352K, a strong 88% operating margin.

Mission

The Greene County Historical Society is dedicated to the identification, preservation, and dissemination of the rich heritage of Greene County, Alabama

Program Service Accomplishments

Program 1

Expenses: $49,060 Revenue: $401,358

Promoting Historical Preservation and Education for Greene County, Alabama

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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 $401,358

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $401,358

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $49,060

Other Expenses $49,060

TOTAL EXPENSES $49,060

Year-over-Year Comparison

	2023	2022	Change
Revenue	$401,358	$62,096	+5.5%
Expenses	$49,060	$26,242	+0.9%
Net Income	$352,298	$35,854	+8.8%

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
LEAH BANKS	TREASURER	3	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
2023	$401,358	$49,060	$506,931	$352,298