JOHNSON COUNTY HERITAGE FOUNDATION (EIN 270114146) - 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

2005

Legal Domicile

Principal Officer

DAVID MURDOCH

Phone

8176410453

Tax Period

2023-01-01 to 2023-12-31

JOHNSON COUNTY HERITAGE FOUNDATION, founded in 2005, is a small nonprofit in the Recreation & Sports sector that reported $180K in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $167K left a modest 7% surplus.

Mission

TO EDUCATE THE PUBLIC ABOUT THE IMPORTANCE OF THE HISTORY OF THE CHISOLM TRAIL IN JOHNSON COUNTY, TEXAS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $87,806

Program Service Revenue $92,185

Investment Income $0

Other Revenue $0

TOTAL REVENUE $179,991

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $141,462

Other Expenses $167,331

TOTAL EXPENSES $167,331

Year-over-Year Comparison

	2023	2022	Change
Revenue	$179,991	$162,887	+0.1%
Expenses	$167,331	$161,699	+0.0%
Net Income	$12,660	$1,188	+9.7%

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
DAVID MURDOCH	CHARIMAN & CEO	4.00	Officer Director	$0	$0	$0
MATT LEE	DIRECTOR	1.00	Director	$0	$0	$0
GAIL HAZLEWOOD	DIRECTOR	1.00	Director	$0	$0	$0
GREG HARMON	DIRECTOR	1.00	Director	$0	$0	$0
CHARLES LUMMUS	DIRECTOR	1.00	Director	$0	$0	$0
JIMMY E SMITH	CURATOR	4.00	Director	$0	$0	$0
BURTON K BARR	DIRECTOR	1.00	Director	$0	$0	$0
CARRIE MURDOCH	EXECUTIVE DIRECTOR	1.00	Director	$0	$0	$0
GARY BARGER	PRESIDENT	1.00	Director	$0	$0	$0
CAROL PADGETT	TREASURER & SECRETARY	4.00	Director	$0	$0	$0
STEVE WELLS	ADVISOR	1.00	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	$179,991	$167,331	$394,726	$12,660
2022	$162,887	$161,699	$341,972	$1,188
2021	$111,163	$121,903	$365,488	$-10,740
2020	$70,162	$114,589	$376,228	$-44,427
2019	$119,341	$59,717	$422,284	$59,624
2018	$68,602	$47,070	$355,160	$21,532

JOHNSON COUNTY HERITAGE FOUNDATION