The High Country Charitable Foundation (EIN 473891153) - 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

2015

Legal Domicile

Phone

8288984160

Tax Period

2024-01-01 to 2024-12-31

The High Country Charitable Foundation, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $915K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. The organization ran a surplus of $251K, a strong 27% operating margin.

Mission

THE VISION OF THE FOUNDATION IS TO PROVIDE FOR NEED AVERY COUNTY RESIDENTS AND ANIMALS BY SUPPORTING LOCAL PUBLIC CHARTITIES AND OTHER PRIVATE FOUNDATIONS

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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 $895,752

Program Service Revenue $0

Investment Income $92,398

Other Revenue $-73,383

TOTAL REVENUE $914,767

Expense Breakdown

Grants Paid $516,894

Salaries & Benefits $45,686

Fundraising Expenses $0

Program Expenses $516,894

Other Expenses $101,377

TOTAL EXPENSES $663,957

Year-over-Year Comparison

	2024	2023	Change
Revenue	$914,767	$843,937	+0.1%
Expenses	$663,957	$281,593	+1.4%
Net Income	$250,810	$562,344	-0.6%

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

N/A

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
Barry Blake	Director	1.00	Director	$0	$0	$0
James Ferguson	Director	1.00	Director	$0	$0	$0
Bob Moss	Director	1.00	Director	$0	$0	$0
Marty Herndon	Director	1.00	Director	$0	$0	$0
Stan Kirschner	Director	1.00	Director	$0	$0	$0
JAMES J WARD	Chairman	1.00	Director	$0	$0	$0
Nick Fiorella	Director	1.00	Director	$0	$0	$0
Jim Plettner	Director	1.00	Director	$0	$0	$0
Susan Dougherty	Director	1.00	Director	$0	$0	$0
Greg Feldman	Director	1.00	Director	$0	$0	$0
Deborah Cooper	Director	1.00	Director	$0	$0	$0
Janet Sayre	Director	1.00	Director	$0	$0	$0
Stefan Smith	Director	1.00	Director	$0	$0	$0
Jim Swinkola	Director	1.00	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
2024	No data	No data	No data	No data
2024	$914,767	$663,957	$4,313,319	$250,810
2023	$843,937	$281,593	$3,455,351	$562,344
2022	$-378,992	$718,586	$2,895,118	$-1,097,578
2021	$3,625,762	$491,156	$4,014,357	$3,134,606
2020	$948,476	$574,930	$860,483	$373,546
2019	$801,593	$524,066	$490,541	$277,527
2018	$535,383	$447,083	$204,397	$88,300

The High Country Charitable Foundation