GREGG COUNTY HISTORICAL FOUNDATION (EIN 756055196) - 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

1966

Legal Domicile

Principal Officer

MARCUS WELCH

Phone

9037535840

Tax Period

2022-10-01 to 2023-09-30

GREGG COUNTY HISTORICAL FOUNDATION, founded in 1966, is a small nonprofit that reported $296K in total revenue in fiscal year 2022. Revenue grew 11% year-over-year, indicating healthy expansion. Net assets of $2.0M represent 83 months of operating reserves.

Mission

THE MUSEUM'S PURPOSE IS TO EDUCATE AND EXHIBIT, FOR PUBLIC BENEFIT, THE HISTORY AND HERITAGE OF GREGG COUNTY, TEXAS.

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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 (2022)

Revenue Breakdown

Contributions & Grants $233,567

Program Service Revenue $25,657

Investment Income $24,251

Other Revenue $12,334

TOTAL REVENUE $295,809

Expense Breakdown

Grants Paid $0

Salaries & Benefits $106,368

Fundraising Expenses $11,298

Program Expenses $269,130

Other Expenses $206,146

TOTAL EXPENSES $312,514

Year-over-Year Comparison

	2022	2021	Change
Revenue	$295,809	$266,889	+0.1%
Expenses	$312,514	$284,391	+0.1%
Net Income	$-16,705	$-17,502	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

Employees

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

$49,789

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LINDSAY LOY	EXECUTIVE DI	40.00	Officer	$49,789	$0	$49,789
SARAH ALBERTSON	DIRECTOR	N/A	Director	$0	$0	$0
ANGELA CHOY	DIRECTOR	N/A	Director	$0	$0	$0
LARRY COURINGTON	DIRECTOR	N/A	Director	$0	$0	$0
ASHLEY COX	DIRECTOR	N/A	Director	$0	$0	$0
B W CRAIN IV	DIRECTOR	N/A	Director	$0	$0	$0
KERRI ESPOSITO	DIRECTOR	N/A	Director	$0	$0	$0
CIERRA EVANS	DIRECTOR	N/A	Director	$0	$0	$0
CHRIS GORE	DIRECTOR	N/A	Director	$0	$0	$0
DEBBIE HANCOCK	PRESIDENT	N/A	Officer Director	$0	$0	$0
DALE HARDY	DIRECTOR	N/A	Director	$0	$0	$0
PATTI HASKINS	DIRECTOR	N/A	Director	$0	$0	$0
STEVE MCCOSKEY	DIRECTOR	N/A	Director	$0	$0	$0
MEREDITH MAY	SECRETARY	N/A	Officer Director	$0	$0	$0
CHRISTIAN PIPPINS	DIRECTOR	N/A	Director	$0	$0	$0
BILL RICE III	TREASURER	N/A	Officer Director	$0	$0	$0
MICHELLE STONE	DIRECTOR	N/A	Director	$0	$0	$0
DR CLEO WADLEY	DIRECTOR	N/A	Director	$0	$0	$0
MARCUS WELCH	VICE-PRESIDE	N/A	Officer Director	$0	$0	$0
CHASE WILDT	DIRECTOR	N/A	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	No data	No data	No data	No data
2023	$295,809	$312,514	$2,039,199	$-16,705
2022	$266,889	$284,391	$2,057,898	$-17,502
2021	$249,070	$214,944	$2,071,980	$34,126
2020	$272,509	$224,945	$2,052,971	$47,564
2019	$293,029	$215,269	$1,990,629	$77,760

GREGG COUNTY HISTORICAL FOUNDATION