SEDALIA HERITAGE FOUNDATION INC

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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

1990

Legal Domicile

Principal Officer

KYLE HERRICK

Phone

6608262932

Tax Period

2024-03-01 to 2025-02-28

SEDALIA HERITAGE FOUNDATION INC, founded in 1990, is a small nonprofit in the Education sector that reported $388K in total revenue in fiscal year 2024. Revenue decreased 6% compared to the prior year. Expenses of $495K exceeded revenue, resulting in a 27% operating deficit.

Mission

TO SERVE AS A CATALYST TO ENGAGE LOCAL INTEREST IN AND SUPPORT OF HISTORIC PRESERVATION AND HERITAGE INTERPRETATION THROUGH ACTIVITIES SUPPORTED BY A COALITION OF ENTITIES.

Program Service Accomplishments

Program 1

Expenses: $182,186 Revenue: $95,991

THE FOUNDATION IS DEDICATED TO THE PRESERVATION, MAINTENANCE, INTERPRETATION, PROMOTION AND OPERATION OF THE KATY DEPOT HISTORIC SITE.

Program 2

Expenses: $299,792 Revenue: $19,012

THE FOUNDATION ENHANCES THE QUALITY OF LIFE FOR THE PEOPLE OF SEDALIA AREA BY PROVIDING A CATALYST FOR INDIVIDUALS, ORGANIZATIONS, AND BUSINESS TO BE INVOLVED IN COMMUNITY PHILANTHROPY.

Program 3

Expenses: $8,250

THE COMMUNITY FUNDS PROVIDE SCHOLARSHIPS TO STUDENTS ATTENDING COLLEGE.

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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 $85,517

Program Service Revenue $115,003

Investment Income $129,061

Other Revenue $58,302

TOTAL REVENUE $387,883

Expense Breakdown

Grants Paid $254,000

Salaries & Benefits $68,228

Fundraising Expenses $0

Program Expenses $490,228

Other Expenses $172,307

TOTAL EXPENSES $494,535

Year-over-Year Comparison

	2024	2023	Change
Revenue	$387,883	$411,502	-0.1%
Expenses	$494,535	$617,908	-0.2%
Net Income	$-106,652	$-206,406	-0.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DEBORAH BIERMANN	LIAISON/HIST	N/A	Director	$0	$0	$0
STEVE ELLEBRACHT	AT LARGE	N/A	Director	$0	$0	$0
JOE FISCHER	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
KYLE HERRICK	PRESIDENT	N/A	Officer Director	$0	$0	$0
CONNIE PATTERSON	SECRETARY	N/A	Officer Director	$0	$0	$0
DANIEL PILLIARD	TREASURER	N/A	Officer Director	$0	$0	$0
JILL WHITE	SITE MGR/EXE	N/A	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
2025	$387,883	$494,535	$2,815,745	$-106,652
2024	$411,502	$617,908	$2,920,454	$-206,406
2023	$418,150	$1,139,224	$3,134,026	$-721,074
2022	$389,923	$274,829	$3,910,369	$115,094
2021	$374,163	$257,796	$3,775,736	$116,367
2020	$425,301	$261,305	$3,620,926	$163,996
2019	$3,210,743	$210,377	$3,456,438	$3,000,366