COLUMBIA HERITAGE FOUNDATION INC (EIN 331153527) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

Tracy Gupton

Phone

9793455945

Tax Period

2023-01-01 to 2023-12-31

COLUMBIA HERITAGE FOUNDATION INC, founded in 2007, is a micro nonprofit in the Recreation & Sports sector that reported $93K in total revenue in fiscal year 2023. Expenses of $178K exceeded revenue, resulting in a 91% operating deficit.

Mission

The Columbia Heritage Foundation is dedicated to the conversion of the former campus of the WC high school and junior high into a historical and cultural center for the benefit of the town, it's citizens and the public.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $7,089

Program Service Revenue $49,958

Investment Income $0

Other Revenue $35,861

TOTAL REVENUE $92,908

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $11,605

Other Expenses $177,575

TOTAL EXPENSES $177,575

Year-over-Year Comparison

	2023	2022	Change
Revenue	$92,908	$90,396	+0.0%
Expenses	$177,575	$138,484	+0.3%
Net Income	$-84,667	$-48,088	+0.8%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

N/A

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Louise Barta Williams	Director	1	Director	$0	$0	$0
Chris Gilbert	Director	1.00	Director	$0	$0	$0
Tommy Jenn	Director	1.00	Director	$0	$0	$0
Betty Jo Mosley	Director	1.00	Director	$0	$0	$0
Janel McCallister	Director	1	Director	$0	$0	$0
Cindy Saville	Vice President	1	Officer Director	$0	$0	$0
Josh Autenreith	Director	1.00	Director	$0	$0	$0
Misty Congdon	Director	1	Director	$0	$0	$0
Karen Mostyn	Director	8	Director	$0	$0	$0
Peggy Lou Boone	Director	1	Director	$0	$0	$0
Jo Frances Chastain	Director	8	Director	$0	$0	$0
Dee Ann Ogburn	Treasurer	4	Officer Director	$0	$0	$0
Laurie Kincannon	Director / Historian	1	Director	$0	$0	$0
Clara Dannhaus	Director	2	Director	$0	$0	$0
Judy Tomlin	Secretary	1	Officer	$0	$0	$0
Tracy Gupton	President	1	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	No data	No data	No data	No data
2023	$92,908	$177,575	$2,198,010	$-84,667
2022	$90,396	$138,484	$2,272,270	$-48,088
2021	$95,267	$165,652	$2,338,434	$-70,385
2020	$42,894	$134,579	$2,404,744	$-91,685
2018	$94,127	$128,331	$2,553,092	$-34,204

COLUMBIA HERITAGE FOUNDATION INC