FORT KING HERITAGE ASSOCIATION INC (EIN 452400233) - 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

Principal Officer

KARL GOEDERT

Phone

3526208606

Tax Period

2018-01-01 to 2018-12-31

FORT KING HERITAGE ASSOCIATION INC is a small nonprofit in the Arts, Culture & Humanities sector that reported $210K in total revenue in fiscal year 2018. Expenses of $249K exceeded revenue, resulting in a 18% operating deficit.

Mission

FORT KING HERITAGE ASSOCIATION INC'S MISSION IS TO PRESERVE, PROTECT AND PROMOTE THE FORT KING HISTORICAL SITE LOCATED IN OCALA FLORIDA; WHILE SERVING AS A CITIZEN SUPPORT GROUP TO CULTIVATE AND SUSTAIN A PUBLIC- PRIVATE PARTNERSHIP WITH PRIVATE DONORS AND LOCAL, STATE AND FEDERAL GOVERNMENTS.

🔒

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 (2018)

Revenue Breakdown

Contributions & Grants $205,354

Program Service Revenue $660

Investment Income $151

Other Revenue $4,284

TOTAL REVENUE $210,449

Expense Breakdown

Grants Paid $227,483

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $248,695

Other Expenses $21,622

TOTAL EXPENSES $249,105

Year-over-Year Comparison

	2018	2017	Change
Revenue	$210,449	N/A	N/A
Expenses	$249,105	N/A	N/A
Net Income	$-38,656	N/A	N/A

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
WILLIAM H MCCALL	PRESIDENT	4.00	Officer Director	$0	$0	$0
KARL GOEDERT	TREASURER	4.00	Officer Director	$0	$0	$0
JOHN S CLARDY JR	SECRETARY	4.00	Officer Director	$0	$0	$0
ROBIN CORSIGLIA	DIRECTOR	4.00	Director	$0	$0	$0
DIANE TRICE	DIRECTOR	4.00	Director	$0	$0	$0
GLORIA SEDDON	DIRECTOR	4.00	Director	$0	$0	$0
CRAIG CURRY	VICE PRESIDE	4.00	Officer Director	$0	$0	$0
TERRY CRAWFORD	DIRECTOR	4.00	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
2018	$210,449	$249,105	$147,939	$-38,656

FORT KING HERITAGE ASSOCIATION INC