HISTORIC CABARRUS ASSOCIATION INC

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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

1973

Legal Domicile

Principal Officer

DONALD ANTHONY

Tax Period

2018-01-01 to 2018-12-31

HISTORIC CABARRUS ASSOCIATION INC, founded in 1973, is a micro nonprofit that reported $38K in total revenue in fiscal year 2018. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $73K exceeded revenue, resulting in a 92% operating deficit.

Mission

TO PROVIDE EDUCATION OF CABARRUS COUNTY HISTORY TO THE RESIDENTS, SCHOOL STUDENTS AND VISITORS.

Program Service Accomplishments

Program 1

Expenses: $73,220

TO PROVIDE EDUCATION OF CABARRUS COUNTY HISTORY TO THE RESIDENTS, SCHOOL STUDENTS AND VISITORS.

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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 (2018)

Revenue Breakdown

Contributions & Grants $37,866

Program Service Revenue $0

Investment Income $279

Other Revenue $80

TOTAL REVENUE $38,225

Expense Breakdown

Grants Paid $0

Salaries & Benefits $35,699

Fundraising Expenses $0

Program Expenses $73,220

Other Expenses $37,521

TOTAL EXPENSES $73,220

Year-over-Year Comparison

	2018	2017	Change
Revenue	$38,225	$101,235	-0.6%
Expenses	$73,220	$61,849	+0.2%
Net Income	$-34,995	$39,386	-1.9%

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

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
PEG MORRISON	DIRECTOR	1.00	Director	$0	$0	$0
SUSAN GRILLS	DIRECTOR	1.00	Director	$0	$0	$0
ALEX PORTER	DIRECTOR	1.00	Director	$0	$0	$0
LOIS MARLOW	VP	1.00	Director	$0	$0	$0
SCOTT SCHMEISER	DIRECTOR	1.00	Director	$0	$0	$0
PHIL GOODMAN	DIRECTOR	1.00	Director	$0	$0	$0
DENISE MCLAIN	DIRECTOR	1.00	Director	$0	$0	$0
MARTA MEANS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN MISENHEIMER III	DIRECTOR	1.00	Director	$0	$0	$0
JAMISON LEE	DIRECTOR	1.00	Director	$0	$0	$0
HEATH RITCHIE	DIRECTOR	1.00	Director	$0	$0	$0
CASSIE ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
DONALD ANTHONY	PRESIDENT	4.00	Officer	$0	$0	$0
DONNA CLINE	SECRETARY	2.00	Officer	$0	$0	$0
WILL SWINK	TREASURER	2.00	Officer	$0	$0	$0
DANA LANEY	DIRECTOR	1.00	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
2018	$38,225	$73,220	$255,259	$-34,995