STILWELL HERITAGE & EDUCATIONAL FOUNDATION (EIN 481109958) - 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

1993

Legal Domicile

Principal Officer

SHELLIE BLEVENS

Phone

6202311907

Tax Period

2023-01-01 to 2023-12-31

STILWELL HERITAGE & EDUCATIONAL FOUNDATION, founded in 1993, is a small nonprofit in the Arts, Culture & Humanities sector that reported $258K in total revenue in fiscal year 2023. Revenue surged 26% from the prior year, signaling strong growth momentum. Net assets of $967K represent 45 months of operating reserves.

Mission

TO PROMOTE AND ENCOURAGE RESEARCH OF CRAWFORD COUNTY HISTORY AND ARCHITECTURE; TO ACQUIRE, BY PURCHASE, GIFT, DEVISE OR OTHERWISE, THE TITLE TO, OR THE CUSTORY AND CONTROL OF, HISTORIC BUILDINGS, SITES, ARTIFACTS AND OTHER PROPERTY OF HISTORIC INTEREST TO CRAWFORD COUNTY; TO DEVELOP SUCH HISTORIC PROPERTIES, WHEN FEASIBLE, FOR AFFORDABLE HOUSING TO MEET THE NEEDS OF THE LOW AND MIDDLE INCOME ELDERLY IN CRAWFORD COUNTY; TO WORK COOPERATIVELY WITH OTHER NON-PROFIT PROVIDERS OF HOUSING FOR LOW AND MIDDLE INCOME ELDERLY IN CRAWFORD COUNTY; TO PROVIDE FOR THE PROTECTON, PRESERVATION AND RESTORATION OF BUILDING, LAND, HOMES OR OTHER PROPERTY OF HISTORIC OR ARCHITECTURAL SIGNIFICANCE TO CRAWFORD COUNTY. THE SERVICE ARE OF THIS CORPORATION SHALL BE CRAWFORD COUNTY.

🔒

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 $51,416

Program Service Revenue $206,383

Investment Income $0

Other Revenue $0

TOTAL REVENUE $257,799

Expense Breakdown

Grants Paid $0

Salaries & Benefits $33,897

Fundraising Expenses $0

Program Expenses $255,285

Other Expenses $238,494

TOTAL EXPENSES $272,391

Year-over-Year Comparison

	2023	2022	Change
Revenue	$257,799	$204,314	+0.3%
Expenses	$272,391	$262,177	+0.0%
Net Income	$-14,592	$-57,863	-0.7%

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

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
SHELLIE BLEVENS	PRESIDENT	2.00	Officer Director	$0	$0	$0
JOHN LONG	TREASURER	N/A	Officer Director	$0	$0	$0
KIM VOGEL	SECRETARY	N/A	Officer Director	$0	$0	$0
DARLENE BROWN	EXECUTIVE DI	40.00	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	$257,799	$272,391	$979,492	$-14,592
2022	$204,314	$262,177	$998,912	$-57,863
2021	$217,714	$279,735	$1,055,529	$-62,021
2020	$142,408	$192,293	$1,117,363	$-49,885
2018	$218,462	$313,591	$1,566,489	$-95,129

STILWELL HERITAGE & EDUCATIONAL FOUNDATION