CULTURAL AND HERITAGE COMMISSION (EIN 237257020) - 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

1950

Legal Domicile

Principal Officer

RICHARD CAMPBELL

Phone

8033292121

Tax Period

2024-07-01 to 2025-06-30

CULTURAL AND HERITAGE COMMISSION, founded in 1950, is a community nonprofit in the Arts, Culture & Humanities sector that reported $6.8M in total revenue in fiscal year 2024. Expenses of $6.3M left a modest 7% surplus.

Mission

TO COMMUNICATE AND PRESERVE THE NATURAL AND CULTURAL HISTORIES OF THE CAROLINA PIEDMONT, INSPIRING A LIFETIME OF LEARNING.

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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 $6,386,232

Program Service Revenue $276,279

Investment Income $66,800

Other Revenue $47,036

TOTAL REVENUE $6,776,347

Expense Breakdown

Grants Paid $0

Salaries & Benefits $3,972,961

Fundraising Expenses $286,128

Program Expenses $4,575,671

Other Expenses $2,314,330

TOTAL EXPENSES $6,287,291

Year-over-Year Comparison

	2024	2023	Change
Revenue	$6,776,347	$6,369,860	+0.1%
Expenses	$6,287,291	$6,023,888	+0.0%
Net Income	$489,056	$345,972	+0.4%

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

299

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

$150,479

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JEFF LYON	COMMISSION MEMBER	2.00	Director	$0	$0	$0
ED STEWART	COMMISSION MEMBER	2.00	Director	$0	$0	$0
GEORGE SHEPPARD	COMMISSION MEMBER	2.00	Director	$0	$0	$0
KATHERINE WILLIAMS	COMMISSION MEMBER	2.00	Director	$0	$0	$0
MARGARET PARSONS-WILLINS	SECRETARY/TREASURER	2.00	Officer Director	$0	$0	$0
DAVID DUNCAN	CHAIR	2.00	Officer Director	$0	$0	$0
ANNIE LAURIE WHEAT	VICE CHAIR	2.00	Officer Director	$0	$0	$0
RICHARD CAMPBELL	EXECUTIVE DIRECTOR	40.00	Officer	$126,255	$24,224	$150,479

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	$6,776,347	$6,287,291	$6,915,917	$489,056
2024	$6,369,860	$6,023,888	$7,581,990	$345,972
2023	$6,161,292	$5,898,184	$5,908,222	$263,108
2022	$4,880,963	$4,309,341	$4,729,121	$571,622
2021	$4,741,136	$5,337,201	$4,388,699	$-596,065
2020	$7,005,831	$6,916,468	$5,219,363	$89,363
2019	$4,956,337	$5,277,868	$5,080,900	$-321,531
2018	$4,374,421	$4,289,349	$4,860,020	$85,072

CULTURAL AND HERITAGE COMMISSION