COLONEL SMITH SOCIETY OF 1859 INC (EIN 934225369) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2023

Legal Domicile

Principal Officer

ANGUS R COOPER III

Phone

2514316100

Tax Period

2025-01-01 to 2025-12-31

COLONEL SMITH SOCIETY OF 1859 INC, founded in 2023, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $236 in total revenue in fiscal year 2023.

Mission

COLONEL SMITH SOCIETY OF 1859, INC IS ORGANIZED TO PRESERVE AND REHABILITATE HISTORICALLY-SIGNIFICANT PROPERTIES IN MOBILE, ALABAMA TO BE USED FOR EDUCATIONAL/COMMUNITY PURPOSES.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $141,440

Program Service Revenue $0

Investment Income $0

Other Revenue $-34,760

TOTAL REVENUE $106,680

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2025	2024	Change
Revenue	$106,680	$1,068,424	-0.9%
Expenses	N/A	N/A	N/A
Net Income	N/A	$1,068,424	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANGUS R COOPER III	CHAIRMAN	5.00	Officer Director	$0	$0	$0
BEN STIMPSON	SECRETARY AND DIRECTOR	2.00	Officer Director	$0	$0	$0
HENRY MORGAN	DIRECTOR	2.00	Director	$0	$0	$0
THOMAS LATHAM	DIRECTOR	2.00	Director	$0	$0	$0
D DUNCAN GREENWOOD	TREASURER AND DIRECTOR	2.00	Officer Director	$0	$0	$0
JOHN M TURNER	DIRECTOR	2.00	Director	$0	$0	$0
BESTOR WARD	DIRECTOR	2.00	Director	$0	$0	$0
JON MACKLEM	ATTORNEY AND TRUSTEE	2.00	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	$106,680	No data	$1,175,104	No data
2024	$1,068,424	No data	$1,068,424	No data
2023	$236	$236	No data	No data

COLONEL SMITH SOCIETY OF 1859 INC