FORT SMITH HERITAGE FOUNDATION INC (EIN 237087973) - 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

1970

Legal Domicile

Phone

4797833000

Tax Period

2024-07-01 to 2025-06-30

FORT SMITH HERITAGE FOUNDATION INC, founded in 1970, is a small nonprofit that reported $167K in total revenue in fiscal year 2017. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $26K, a strong 16% operating margin.

Mission

TO PROTECT, PRESERVE, AND PROMOTE THE WM. H. H. CLAYTON HOUSE AND THE VICTORIAN ERA OF FORT SMITH.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $52,332

Program Service Revenue $95,274

Investment Income $8,193

Other Revenue $0

TOTAL REVENUE $155,799

Expense Breakdown

Grants Paid $0

Salaries & Benefits $38,043

Fundraising Expenses $23,894

Program Expenses $101,885

Other Expenses $95,416

TOTAL EXPENSES $133,459

Year-over-Year Comparison

	2024	2023	Change
Revenue	$155,799	$233,643	-0.3%
Expenses	$133,459	$123,654	+0.1%
Net Income	$22,340	$109,989	-0.8%

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

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
KAREN LEWIS	TREASURER	1.00	Officer Director	$0	$0	$0
DEBBIE ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN RAYNOR	DIRECTOR	1.00	Director	$0	$0	$0
NANCY AHLERT	DIRECTOR	1.00	Director	$0	$0	$0
KATHLEEN CALDERERA	DIRECTOR	1.00	Director	$0	$0	$0
LIBBY MEYER	DIRECTOR	1.00	Director	$0	$0	$0
KELLE KREUZ	PRESIDENT	1.00	Officer Director	$0	$0	$0
KELLY WILSON	PAST PRESIDENT	1.00	Director	$0	$0	$0
STEPHANIE LONDON	SECRETARY	1.00	Officer Director	$0	$0	$0
HOLLY FOURMY	DIRECTOR	1.00	Director	$0	$0	$0
AMANDA HAGER	DIRECTOR	1.00	Director	$0	$0	$0
BLAKE RICKMAN	DIRECTOR	1.00	Director	$0	$0	$0
MILA MASUR	EXECUTIVE DIRECTOR	0.00	Key Emp	$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	$155,799	$133,459	$840,264	$22,340
2024	$233,643	$123,654	$777,923	$109,989
2023	$169,281	$151,110	$634,878	$18,171
2022	$176,603	$145,987	$608,250	$30,616
2021	$68,894	$88,584	$609,029	$-19,690
2020	$103,713	$118,017	$549,016	$-14,304
2019	$128,983	$127,580	$549,288	$1,403
2018	$167,137	$140,920	$544,883	$26,217

FORT SMITH HERITAGE FOUNDATION INC