KNOXVILLE HISTORY PROJECT (EIN 472675784) - 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

2014

Legal Domicile

Principal Officer

JACK NEELY

Phone

8653132047

Tax Period

2023-01-01 to 2023-12-31

KNOXVILLE HISTORY PROJECT, founded in 2014, is a small nonprofit in the Arts, Culture & Humanities sector that reported $265K in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $47K, a strong 18% operating margin.

Mission

THE MISSION OF THE KNOXVILLE HISTORY PROJECT IS TO RESEARCH AND PROMOTE THE HISTORY AND CULTURE OF KNOXVILLE, TENNESSEE. THE KNOXVILLE HISTORY PROJECTS (KHP) STORIES, PROGRAMS, AND PUBLICATIONS BOTH EDUCATE AND HELP RESIDENTS AND VISITORS UNDERSTAND THE CITYS PAST, AS WELL AS ITS COMPLICATED BUT DYNAMIC HERITAGE, AND TO GAIN AN APPRECIATION FOR THE CITYS CULTURE. KHP ALSO CONDUCTS HISTORICAL RESEARCH ON BUILDINGS AND PLACES. THE ORGANIZATIONS BIGGEST SINGLE PROJECT, THE KNOXVILLE MERCURY NEWSPAPER, LAUNCHED IN 2015 CEASED PRODUCTION IN JULY 2017. REMAINING ASSETS FROM THE MERCURY WERE SOLD IN 2017 AND EARLY 2018 INCLUDING BALANCE OF NOTES PAYABLE IN THE AMOUNT OF 100,000 (SHOWN AS CAPITAL GAIN/LOSS) WHICH RESULTED IN CANCELLATION OF INDEBTEDNESS INCOME. FOLLOWING THE CLOSURE OF THE MERCURY, KHP HAS CONTINUES TO FOCUS ITS MISSION ENTIRELY EDUCATIONAL PROGRAMS DESCRIBED ABOVE.

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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 (2023)

Revenue Breakdown

Contributions & Grants $179,680

Program Service Revenue $77,739

Investment Income $139

Other Revenue $6,961

TOTAL REVENUE $264,519

Expense Breakdown

Grants Paid $0

Salaries & Benefits $153,274

Fundraising Expenses $28,187

Program Expenses $151,807

Other Expenses $63,790

TOTAL EXPENSES $217,064

Year-over-Year Comparison

	2023	2022	Change
Revenue	$264,519	$228,401	+0.2%
Expenses	$217,064	$229,738	-0.1%
Net Income	$47,455	$-1,337	-36.5%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAN BROWN	DIRECTOR	N/A	Director	$0	$0	$0
CHARLES FELS	DIRECTOR	N/A	Director	$0	$0	$0
SCOTT FUGATE	VICE PRESIDE	N/A	Officer Director	$0	$0	$0
MARK HEINZ	DIRECTOR	N/A	Director	$0	$0	$0
DASHA LUNDY	DIRECTOR	N/A	Director	$0	$0	$0
ROSA MAR	DIRECTOR	N/A	Director	$0	$0	$0
DATIONA CARTER MITCHELL	DIRECTOR	N/A	Director	$0	$0	$0
PROFESSOR PAT RUTENBERG	SECRETARY	N/A	Director	$0	$0	$0
FINBARR SAUNDERS	TREASURER	N/A	Officer Director	$0	$0	$0
ED SHOUSE	DIRECTOR	N/A	Director	$0	$0	$0
ERIN SLOCUM	PRESIDENT	N/A	Officer Director	$0	$0	$0
GEORGIANIA VINES	DIRECTOR	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
2024	No data	No data	No data	No data
2023	$264,519	$217,064	$391,365	$47,455
2022	$228,401	$229,738	$297,196	$-1,337
2021	$234,605	$178,742	$295,873	$55,863
2020	$242,435	$174,695	$241,667	$67,740
2019	$203,872	$192,126	$172,676	$11,746
2018	$151,373	$188,503	$163,028	$-37,130

KNOXVILLE HISTORY PROJECT