FAIRFIELD COUNTY HERITAGE ASSOCIATION (EIN 316049796) - 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

1962

Legal Domicile

Principal Officer

WENDY GREGORY

Phone

7406549923

Tax Period

2024-01-01 to 2024-12-31

FAIRFIELD COUNTY HERITAGE ASSOCIATION, founded in 1962, is a small nonprofit in the Arts, Culture & Humanities sector that reported $311K in total revenue in fiscal year 2024. Revenue decreased 8% compared to the prior year. Expenses of $275K left a modest 12% surplus.

Mission

THE MISSION OF FAIRFIELD HERITAGE ASSOCIATION IS TO: CONNECT ALL PEOPLE TO THE RICH HISTORY OF FAIRFIELD COUNTY, OHIO PRESERVE AND PROMOTE AN UNDERSTANDING OF THE HISTORY OF FAIRFIELD COUNTY, OHIO THROUGH EVENTS, RESEARCH, EDUCATION AND PUBLICATION. TO CREATE AN ENVIRONMENT OF PRIDE AND APPRECIATION FOR THE VARIED ACCOMPLISHMENTS OF THE CITIZENS OF FAIRFIELD COUNTY, OHIO, PAST AND PRESENT. ALSO TO ENCOURAGE MEANINGFUL PRESERVATION OF ARTIFACTS, STRUCTURES AND PROPERTIES. FCHA IS A 501(C)(3) TAX EXEMPT NON FOR PROFIT ORGANIZATION. FCHA OWNS AND OPERATES THE SHERMAN HOUSE AND GEORGIAN MUSEUMS.

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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 $169,736

Program Service Revenue $47,941

Investment Income $82,635

Other Revenue $10,742

TOTAL REVENUE $311,054

Expense Breakdown

Grants Paid $0

Salaries & Benefits $117,188

Fundraising Expenses $0

Program Expenses $268,182

Other Expenses $158,042

TOTAL EXPENSES $275,230

Year-over-Year Comparison

	2024	2023	Change
Revenue	$311,054	$336,983	-0.1%
Expenses	$275,230	$343,953	-0.2%
Net Income	$35,824	$-6,970	-6.1%

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

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

$54,990

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WENDY GREGORY	EXECUTIVE DI	40.00	Director	$54,990	$0	$54,990
CANDIE ASHTON	VICE PRESIDE	2.00	Director	$0	$0	$0
CHERYL BASH	DIRECTOR	2.00	Director	$0	$0	$0
MATT CLAYPOOL	DIRECTOR	2.00	Director	$0	$0	$0
LINDA EVERITT	DIRECTOR	2.00	Director	$0	$0	$0
MARK FRIEND	DIRECTOR	2.00	Director	$0	$0	$0
ASHLEY HUGHES	DIRECTOR	2.00	Director	$0	$0	$0
KIM KOZAR	DIRECTOR	2.00	Director	$0	$0	$0
RIC LEICHLITER	DIRECTOR	2.00	Director	$0	$0	$0
DEE ANN LEITNAKER	DIRECTOR	2.00	Director	$0	$0	$0
KARA MENDENHALL	DIRECTOR	2.00	Director	$0	$0	$0
TAMMY MESSBARGER-SLICER	DIRECTOR	2.00	Director	$0	$0	$0
CINDY SMITH	DIRECTOR	2.00	Director	$0	$0	$0
MISTY HARMON	SECRETARY	2.00	Officer	$0	$0	$0
TINA TALEY	TREASURER	2.00	Officer	$0	$0	$0
MARC TAYLOR	PRESIDENT	2.00	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
2024	$311,054	$275,230	$2,456,944	$35,824
2023	$336,983	$343,953	$2,309,007	$-6,970
2022	$270,254	$345,649	$2,181,792	$-75,395
2021	$317,726	$254,362	$2,147,650	$63,364
2020	$496,265	$223,648	$1,964,641	$272,617
2019	$317,838	$261,753	$1,614,570	$56,085
2018	$341,980	$272,994	$1,441,157	$68,986

FAIRFIELD COUNTY HERITAGE ASSOCIATION