TENNESSEE OVERHILL HERITAGE ASSOCIATION

EIN: 311569382 501(c)(3) Arts, Culture & Humanities

ETOWAH, TN

Total Revenue
$243,925
Total Expenses
$268,673
Total Assets
$348,174
Net Assets
$346,780
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1990
Legal Domicile
TN
Principal Officer
ADRIAN R LAMBERT
Phone
4232637232
Tax Period
2022-07-01 to 2023-06-30

TENNESSEE OVERHILL HERITAGE ASSOCIATION, founded in 1990, is a small nonprofit in the Arts, Culture & Humanities sector that reported $244K in total revenue in fiscal year 2022. Revenue surged 100% from the prior year, signaling strong growth momentum. Expenses of $269K exceeded revenue, resulting in a 10% operating deficit.

Mission

TO PRESERVE AND PROMOTE THE NATURAL AND CULTURAL RESOURCES OF MCMINN, MONROE, AND POLK COUNTIES.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $241,018
Program Service Revenue $0
Investment Income $2,907
Other Revenue $0
TOTAL REVENUE $243,925

Expense Breakdown

Grants Paid $0
Salaries & Benefits $79,749
Fundraising Expenses $831
Program Expenses $177,616
Other Expenses $188,924
TOTAL EXPENSES $268,673

Year-over-Year Comparison

2022 2021 Change
Revenue $243,925 $121,863 +1.0%
Expenses $268,673 $452,310 -0.4%
Net Income $-24,748 $-330,447 -0.9%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
19
Independent Members
19
Employees
2
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
2
$42,100
Total Directors
17
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MIKE ATKINS BOARD MEMBER 1.00
Director
$0 $0 $0
RUSS BLAIR BOARD MEMBER 1.00
Director
$0 $0 $0
SUSIE BLEDSOE SECRETARY 1.00
Director
$0 $0 $0
HANNAH GODFREY BOARD MEMBER 1.00
Director
$0 $0 $0
AMY CASS BOARD MEMBER 1.00
Director
$0 $0 $0
PATTI GREEK BOARD MEMBER 1.00
Director
$0 $0 $0
BRENDA LEE BOARD MEMBER 1.00
Director
$0 $0 $0
BLAKE MCCASLIN BOARD MEMBER 1.00
Director
$0 $0 $0
CLAYTON PANNELL VICE PRESIDENT 1.00
Director
$0 $0 $0
FRANCIS POWERS BOARD MEMBER 1.00
Director
$0 $0 $0
MARY JANE REECE BOARD MEMBER 1.00
Director
$0 $0 $0
CHARLIE RHODARMER BOARD MEMBER 1.00
Director
$0 $0 $0
JUDY THOMASON TREASURER 1.00
Director
$0 $0 $0
SANDRA TULLOCK BOARD MEMBER 1.00
Director
$0 $0 $0
HAROLD WEBB BOARD MEMBER 1.00
Director
$0 $0 $0
JAMES WOODY BOARD MEMBER 1.00
Director
$0 $0 $0
HADEN BLAIR BOARD MEMBER 1.00
Director
$0 $0 $0
ERIC HUGHEY PRESIDENT 1.00
Officer
$0 $0 $0
ADRIAN LAMBERT DIRECTOR 45.00
Officer
$42,100 $0 $42,100
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 No data No data No data No data
2024 No data No data No data No data
2023 $243,925 $268,673 $348,174 $-24,748
2022 $121,863 $452,310 $374,282 $-330,447
2021 $469,641 $250,507 $704,526 $219,134
2020 $346,010 $227,265 $484,962 $118,745
2019 $222,281 $246,872 $364,096 $-24,591
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