LORIS HISTORICAL SOCIETY ARCHIVES LIBRARIES & MUSEUM INC (EIN 822326576) - 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

2019

Legal Domicile

Phone

8432485016

Tax Period

2023-01-01 to 2023-12-31

LORIS HISTORICAL SOCIETY ARCHIVES LIBRARIES & MUSEUM INC, founded in 2019, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $62K in total revenue in fiscal year 2023. Revenue surged 94% from the prior year, signaling strong growth momentum. The organization ran a surplus of $26K, a strong 43% operating margin.

Mission

THE LORIS HISTROICAL SOCIETY, ARCHIVES, LIBRARIES & MUSEUM, INC. PROVIDES AND ORGANIZES EVENTS TO PRESERVE HISTORIC BUILDINGS, ETC. IN THE TOWN OF LORIS, SC

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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 $62,200

Program Service Revenue $0

Investment Income $3

Other Revenue $0

TOTAL REVENUE $62,203

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $35,755

TOTAL EXPENSES $35,755

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,203	$32,049	+0.9%
Expenses	$35,755	$38,503	-0.1%
Net Income	$26,448	$-6,454	-5.1%

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

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Role	Reportable Comp	Other Comp	Total
JAMES EDWARDS	President	Officer Director	$0	$0	$0
JONATHAN HARDEE	Vice President	Officer Director	$0	$0	$0
SAMANTHA NORRIS	Treasurer	Officer Director	$0	$0	$0
JENNIFER CAUSEY	Board Member	Director	$0	$0	$0
TIMOTHY SUGGS	Board Member	Director	$0	$0	$0
TIMMY TODD	Board Member	Director	$0	$0	$0
CHARMAINE TOMCZYK	Board Member	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	$62,203	$35,755	$92,250	$26,448
2022	$32,049	$38,503	$67,332	$-6,454
2021	$14,489	$19,160	$75,805	$-4,671
2020	$31,712	$17,596	$82,444	$14,116
2019	$6,275	$5,383	$70,116	$892

LORIS HISTORICAL SOCIETY ARCHIVES LIBRARIES & MUSEUM INC