APPALACHIAN FOREST HERITAGE AREA INC (EIN 200815517) - 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

2003

Legal Domicile

Principal Officer

Robert Johnson

Phone

3046366182

Tax Period

2023-01-01 to 2023-12-31

APPALACHIAN FOREST HERITAGE AREA INC, founded in 2003, is a community nonprofit in the Community Improvement sector that reported $1.1M in total revenue in fiscal year 2023.

Mission

Provide coordinating support for organizations and agencies within the Appalachian Forest Heritage Area who regularly engage in forest heritage culture, historic preservation, conservation, and community development related to our organizational themes.

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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 $927,696

Program Service Revenue $147,832

Investment Income $0

Other Revenue $10,401

TOTAL REVENUE $1,085,929

Expense Breakdown

Grants Paid $119,426

Salaries & Benefits $738,168

Fundraising Expenses $0

Program Expenses $970,799

Other Expenses $269,946

TOTAL EXPENSES $1,127,540

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,085,929	$1,057,367	+0.0%
Expenses	$1,127,540	$1,206,357	-0.1%
Net Income	$-41,611	$-148,990	-0.7%

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

240

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

$5,350

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Phyllis Baxter	Executive Director	20	Key Emp	$5,350	$0	$5,350
Kent Walker	Director	0.25	Director	$0	$0	$0
Jackie Burns	Director	0.25	Director	$0	$0	$0
Deidre Richie	Director	0.25	Director	$0	$0	$0
Susan Williams	Director	0.25	Director	$0	$0	$0
Jolynn Powers	Director	0.25	Director	$0	$0	$0
David McGill	Vice President	0.25	Director	$0	$0	$0
Josh Spiker	Director	0.25	Director	$0	$0	$0
Robert Burns	Director	0.5	Director	$0	$0	$0
Robert Johnson	President	0.5	Officer	$0	$0	$0
Anne Beardslee	Treasurer	0.5	Officer	$0	$0	$0
Travis Miller	Secretary	0.25	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
2024	No data	No data	No data	No data
2023	$1,085,929	$1,127,540	$622,732	$-41,611
2022	$1,192,951	$1,129,251	$567,059	$63,700
2021	$829,310	$642,442	$480,722	$186,868
2020	$785,482	$745,664	$193,671	$39,818

APPALACHIAN FOREST HERITAGE AREA INC