Cahaba Foundation Inc (EIN 261899901) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2008

Legal Domicile

Principal Officer

Gerald A Anderson II

Tax Period

2023-01-01 to 2023-12-31

Cahaba Foundation Inc, founded in 2008, is a micro nonprofit in the Community Improvement sector that reported $97K in total revenue in fiscal year 2018. The organization ran a surplus of $22K, a strong 22% operating margin.

Mission

Preserve the site of Cahaba, Alabama

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $120,350

Program Service Revenue $0

Investment Income $12,035

Other Revenue $0

TOTAL REVENUE $132,385

Expense Breakdown

Grants Paid $10,607

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $52,499

Other Expenses $47,805

TOTAL EXPENSES $58,412

Year-over-Year Comparison

	2023	2022	Change
Revenue	$132,385	$343,600	-0.6%
Expenses	$58,412	$32,205	+0.8%
Net Income	$73,973	$311,395	-0.8%

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

N/A

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
Sallie M Hall	Director	1.00	Director	$0	$0	$0
Olivia E Alison	Director	1.00	Director	$0	$0	$0
Carolyn F Boone	Director	1.00	Director	$0	$0	$0
Walter Givhan	Executive Committee	1.00	Director	$0	$0	$0
Garrett Powe	Director	1.00	Director	$0	$0	$0
George Patterson	Director	1.00	Director	$0	$0	$0
Douglas B Kearley	Director	1.00	Director	$0	$0	$0
Edie Jones	Executive Committee	1.00	Director	$0	$0	$0
John S Rutherford	Director	1.00	Director	$0	$0	$0
David W Cheatham	Director	1.00	Director	$0	$0	$0
Cartledge W Blackwell III	Director	1.00	Director	$0	$0	$0
Garland C Smith	Vice President	2.00	Officer Director	$0	$0	$0
Gerald A Anderson II	Secretary Treasurer	2.00	Officer Director	$0	$0	$0
George Kyser	President	2.00	Officer Director	$0	$0	$0
Florence H Young	Past President	2.00	Officer Director	$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
2024	No data	No data	No data	No data
2023	$132,385	$58,412	$531,757	$73,973
2022	$343,600	$32,205	$521,737	$311,395
2021	$127,655	$45,799	$210,342	$81,856
2020	$63,850	$34,074	$128,486	$29,776
2019	$47,332	$48,595	$98,710	$-1,263
2018	$97,245	$75,524	$99,973	$21,721

Cahaba Foundation Inc