CARTER COUNTY GEOLOGICAL SOCIETY (EIN 816012684) - 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

1936

Legal Domicile

Principal Officer

LLANE CARROLL

Phone

4067756886

Tax Period

2023-01-01 to 2023-12-31

CARTER COUNTY GEOLOGICAL SOCIETY, founded in 1936, is a small nonprofit that reported $330K in total revenue in fiscal year 2023. Revenue surged 317% from the prior year, signaling strong growth momentum. Net assets of $745K represent 27 months of operating reserves.

Mission

TO INCREASE & DIFFUSE KNOWLEDGE & APPRECIATION OF HISTORY, ART & SCIENCE; TO DISCOVER, EXCAVATE & PRESERVE FOSSILS, FOSSIL BONES, & HUMAN ARTIFACTS; TO ADVANCE THE SCIENCE OF ARCHAEOLOGY & PALEONTOLOGY; TO COLLECT & PRESERVE OBJECTS OF HISTORIC, ARTISTIC, & SCIENTIFIC INTEREST; AND TO ACQUIRE & MAINTAIN A LIBRARY TO ASSIST IN THE ABOVE PURPOSE.

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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 $273,847

Program Service Revenue $22,207

Investment Income $20,952

Other Revenue $12,607

TOTAL REVENUE $329,613

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $6,722

Program Expenses $334,065

Other Expenses $345,653

TOTAL EXPENSES $345,653

Year-over-Year Comparison

	2023	2022	Change
Revenue	$329,613	$79,038	+3.2%
Expenses	$345,653	$64,038	+4.4%
Net Income	$-16,040	$15,000	-2.1%

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
LLANE CARROLL	PRESIDENT/CHAIR	3.00	Officer Director	$0	$0	$0
BRANSON ROGERS	VICE CHAIR	2.00	Officer Director	$0	$0	$0
MARLENE WATERLAND	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
BRICE LAMBERT	TRUSTEE	2.00	Director	$0	$0	$0
JERRY CLINE	TRUSTEE	1.00	Director	$0	$0	$0
MICHELLE MEHLING	TRUSTEE	1.00	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	No data	No data	No data	No data
2023	$329,613	$345,653	$745,183	$-16,040
2022	$79,038	$64,038	$734,173	$15,000
2021	$83,247	$51,560	$917,082	$31,687
2020	$123,442	$90,116	$838,800	$33,326

CARTER COUNTY GEOLOGICAL SOCIETY