SOUTH COUNTY HISTORICAL SOCIETY (EIN 953539454) - 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

1976

Legal Domicile

Principal Officer

JIM GREGORY

Phone

8054898282

Tax Period

2023-01-01 to 2023-12-31

SOUTH COUNTY HISTORICAL SOCIETY, founded in 1976, is a micro nonprofit that reported $73K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $63K left a modest 13% surplus.

Mission

PUBLIC EDUCATION ON MATTERS OF HISTORICAL SIGNIFICANCE

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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 $54,813

Program Service Revenue $0

Investment Income $19,706

Other Revenue $-1,875

TOTAL REVENUE $72,644

Expense Breakdown

Grants Paid $0

Salaries & Benefits $16,001

Fundraising Expenses $0

Other Expenses $46,986

TOTAL EXPENSES $62,987

Year-over-Year Comparison

	2023	2022	Change
Revenue	$72,644	$93,367	-0.2%
Expenses	$62,987	$85,881	-0.3%
Net Income	$9,657	$7,486	+0.3%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
NAN FOWLER	VICE PRESIDE	0.50	Officer	$0	$0	$0
JIM GREGORY	PRESIDENT	11.00	Officer	$0	$0	$0
JEFF KIME	TREASURER	4.00	Officer	$0	$0	$0
KATHIE LAMARTINA	SECRETARY	1.00	Officer	$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	No data	No data	No data	No data
2023	$72,644	$62,987	$1,396,070	$9,657
2022	$93,367	$85,881	$1,385,557	$7,486
2021	$86,306	$54,631	$1,377,018	$31,675
2020	$58,426	$77,081	$1,366,686	$-18,655
2019	$80,123	$58,083	$1,363,930	$22,040
2018	$96,100	$60,144	$1,341,988	$35,956

SOUTH COUNTY HISTORICAL SOCIETY