SEMINARY RIDGE HISTORIC PRESERVATION FOUNDATION (EIN 233011270) - 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

1999

Legal Domicile

Principal Officer

JUDY MORLEY

Phone

7173391300

Tax Period

2024-07-01 to 2025-06-30

SEMINARY RIDGE HISTORIC PRESERVATION FOUNDATION, founded in 1999, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.4M in total revenue in fiscal year 2024. The organization ran a surplus of $640K, a strong 45% operating margin.

Mission

RESTORE, PRESERVE AND MAINTAIN NATIONAL HISTORICAL CIVIL WAR PROPERTIES AND EDUCATE THE PUBLIC.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,037,900

Program Service Revenue $325,634

Investment Income $20,392

Other Revenue $23,400

TOTAL REVENUE $1,407,326

Expense Breakdown

Grants Paid $0

Salaries & Benefits $421,160

Fundraising Expenses $79,215

Program Expenses $484,576

Other Expenses $346,164

TOTAL EXPENSES $767,324

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,407,326	$1,398,855	+0.0%
Expenses	$767,324	$637,760	+0.2%
Net Income	$640,002	$761,095	-0.2%

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

$287,595

Total Directors

$404,802

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THE REV DR R GUY ERWIN	DIRECTOR	1.00	Director	$0	$46,064	$289,480
EMRIED D COLE JR	CHAIR	5.00	Officer Director	$0	$0	$1,200
JOHN SPANGLER	VICE CHAIR	1.00	Officer Director	$0	$0	$0
BRADLEY R HOCH	DIRECTOR	1.00	Director	$0	$0	$0
BRUCE ALBRIGHT	DIRECTOR	1.00	Director	$0	$0	$0
DENIS ONIEAL	DIRECTOR	1.00	Director	$0	$0	$0
DR PAUL DENDE	DIRECTOR	1.00	Director	$0	$0	$0
FRANK J LEBER	DIRECTOR	1.00	Director	$0	$0	$0
KELLY KELLER	DIRECTOR	1.00	Director	$0	$0	$0
MARY ANNE MOREFIELD	DIRECTOR	1.00	Director	$0	$0	$0
PETER A KNUDSEN	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT BERK	DIRECTOR	1.00	Director	$0	$0	$0
RUSSELL DICKS	DIRECTOR	1.00	Director	$0	$0	$0
SCOTT E SCHUL	DIRECTOR	1.00	Director	$0	$0	$0
MARIA ERLING	DIRECTOR	1.00	Director	$0	$0	$0
TERESA SMALLWOOD	DIRECTOR	1.00	Director	$0	$26,797	$114,122
CLIFFORD STANLEY	DIRECTOR	1.00	Director	$0	$0	$0
VERONICA BRESTENSKY ESQ	DIRECTOR	1.00	Director	$0	$0	$0
BUFF CARLSON	DIRECTOR	1.00	Director	$0	$0	$0
BOB MOORE	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN REED	DIRECTOR	1.00	Director	$0	$0	$0
PETER MIELE	PRESIDENT & EXEC. DIR. (UNTIL 6/24)	40.00	Officer	$38,815	$2,269	$41,084
JUDY MORLEY	EXECUTIVE DIRECTOR (AS OF 10/24)	40.00	Officer	$15,885	$4,886	$20,771
BRANDEE CARRIGAN	TREASURER	1.00	Officer	$0	$48,309	$161,386
ANNETTE JORGENSEN	SECRETARY	40.00	Officer	$43,752	$19,402	$63,154

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	$1,407,326	$767,324	$1,125,741	$640,002
2024	No data	No data	No data	No data
2023	$664,724	$662,649	$538,865	$2,075
2022	$718,163	$649,407	$530,623	$68,756
2021	$528,115	$607,903	$396,441	$-79,788
2020	$3,429,868	$747,542	$319,044	$2,682,326
2019	$560,563	$1,159,922	$269,941	$-599,359
2018	$629,324	$1,196,947	$11,013,389	$-567,623

SEMINARY RIDGE HISTORIC PRESERVATION FOUNDATION