Blue Ridge National Heritage Area Inc (EIN 204714123) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

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

2005

Legal Domicile

Principal Officer

Angie Chandler

Phone

8282985330

Tax Period

2023-10-01 to 2024-09-30

Blue Ridge National Heritage Area Inc, founded in 2005, is a small nonprofit in the Environment sector that reported $767K in total revenue in fiscal year 2023. Revenue fell 30% from the prior year — a significant decline worth monitoring.

Mission

Preserving, interpreting and developing the heritage resources of the North Carolina mountains.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $702,954

Program Service Revenue $925

Investment Income $61

Other Revenue $62,566

TOTAL REVENUE $766,506

Expense Breakdown

Grants Paid $0

Salaries & Benefits $373,189

Fundraising Expenses $205

Program Expenses $630,995

Other Expenses $388,823

TOTAL EXPENSES $762,012

Year-over-Year Comparison

	2023	2022	Change
Revenue	$766,506	$1,100,253	-0.3%
Expenses	$762,012	$846,933	-0.1%
Net Income	$4,494	$253,320	-1.0%

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

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

$108,562

Total Directors

$108,562

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Jesse Pope	Board Chair	0.00	Officer Director	$0	$0	$0
Grayson Barnette	Vice Chair	0.00	Officer Director	$0	$0	$0
Barbara Halsey	Past Chair	0.00	Director	$0	$0	$0
Karen Paar	Past Chair	0.00	Director	$0	$0	$0
Becky Anderson	Treasurer	0.00	Officer Director	$0	$0	$0
Cathy Robbins	Secretary	0.00	Officer Director	$0	$0	$0
Dr Connie M Haire	Past Chair	0.00	Officer Director	$0	$0	$0
Bobby Raines	Board Member	0.00	Director	$0	$0	$0
Shana Bushyhead Condill	Board Member	0.00	Director	$0	$0	$0
Angie Chandler	Executive Director	1.00	Officer Director	$89,873	$18,689	$108,562

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	$766,506	$762,012	$583,847	$4,494
2023	$1,100,253	$846,933	$617,334	$253,320
2022	$1,045,361	$909,410	$276,729	$135,951
2021	$826,521	$787,956	$450,778	$38,565
2020	$746,846	$780,692	$427,491	$-33,846
2019	$799,845	$814,853	$373,318	$-15,008
2018	$909,321	$899,428	$414,306	$9,893

Blue Ridge National Heritage Area Inc