WYTHE COUNTY GENEALOGICAL AND HISTORICAL ASSOCIATION (EIN 760742961) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

KATHERINE ROWE

Phone

2762282445

Tax Period

2023-07-01 to 2024-06-30

WYTHE COUNTY GENEALOGICAL AND HISTORICAL ASSOCIATION, founded in 2003, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $40K in total revenue in fiscal year 2018. Net assets of $533K represent 159 months of operating reserves.

Mission

TO PROVIDE A LIBRARY FOR AND ASSIST WITH GENEALOGICAL RESEARCH

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $78,843

Program Service Revenue $5,530

Investment Income $1,245

Other Revenue $5,546

TOTAL REVENUE $91,164

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $272

Program Expenses $38,090

Other Expenses $45,872

TOTAL EXPENSES $45,872

Year-over-Year Comparison

	2023	2022	Change
Revenue	$91,164	$30,989	+1.9%
Expenses	$45,872	$45,294	+0.0%
Net Income	$45,292	$-14,305	-4.2%

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
LINDA GRIMES	DIRECTOR	12.00	Director	$0	$0	$0
BARBARA ATKINSON	VICE PRESIDENT	12.00	Officer Director	$0	$0	$0
RAY A MITCHELL	DIRECTOR	12.00	Director	$0	$0	$0
LINDA S BROGDEN	SECRETARY	10.00	Officer Director	$0	$0	$0
KATHERINE ROWE	PRESIDENT	12.00	Officer Director	$0	$0	$0
MARY P HARTLEY	TREASURER	15.00	Officer Director	$0	$0	$0
BEVERLY REPASS HOCH	DIRECTOR	12.00	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
2025	No data	No data	No data	No data
2024	$91,164	$45,872	$558,433	$45,292
2023	$30,989	$45,294	$513,089	$-14,305
2022	$45,329	$51,418	$527,772	$-6,089
2021	$31,783	$37,440	$534,142	$-5,657
2020	$43,813	$37,254	$537,139	$6,559
2019	$40,143	$40,646	$532,971	$-503

WYTHE COUNTY GENEALOGICAL AND HISTORICAL ASSOCIATION