KNOX HERITAGE INC (EIN 510148798) - 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

1974

Legal Domicile

Principal Officer

CHRISTINE CLONINGER

Phone

8655841184

Tax Period

2024-01-01 to 2024-12-31

KNOX HERITAGE INC, founded in 1974, is a small nonprofit that reported $673K in total revenue in fiscal year 2024. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $619K left a modest 8% surplus.

Mission

DEDICATED TO THE PRESERVATION, RESTORATION AND TRANSFORMATION OF ARCHITECTURALLY AND/OR HISTORICALLY SIGNIFICANT BUILDINGS, OPEN SPACES, AND PARKS IN KNOXVILLE AND KNOX COUNTY.

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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 $549,135

Program Service Revenue $0

Investment Income $6,511

Other Revenue $117,013

TOTAL REVENUE $672,659

Expense Breakdown

Grants Paid $51,898

Salaries & Benefits $283,252

Fundraising Expenses $136,988

Program Expenses $373,960

Other Expenses $283,957

TOTAL EXPENSES $619,107

Year-over-Year Comparison

	2024	2023	Change
Revenue	$672,659	$569,434	+0.2%
Expenses	$619,107	$521,795	+0.2%
Net Income	$53,552	$47,639	+0.1%

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

126

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

$96,654

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CHRISTINE CLONINGER	EXECUTIVE DI	40.00	Officer	$91,654	$5,000	$96,654
CLIFF BEACH	SECRETARY	1.00	Officer Director	$0	$0	$0
MIKE BERRY	DIRECTOR	1.00	Director	$0	$0	$0
JANIE BITNER	DIRECTOR	1.00	Director	$0	$0	$0
STEVE DREVIK	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW GRAVES	DIRECTOR	1.00	Director	$0	$0	$0
MARSHA GRIEVE	DIRECTOR	1.00	Director	$0	$0	$0
TIM HILL	DIRECTOR	1.00	Director	$0	$0	$0
KYLE ANNE LANG	DIRECTOR	1.00	Director	$0	$0	$0
WHITNEY MANAHAN	DIRECTOR	1.00	Director	$0	$0	$0
JENNIFER MONTGOMERY	DIRECTOR	1.00	Director	$0	$0	$0
JIMMY RYAN	DIRECTOR	1.00	Director	$0	$0	$0
CHAD TINDELL	DIRECTOR	1.00	Director	$0	$0	$0
THOMAS VESTER	TREASURER	1.00	Officer Director	$0	$0	$0
ADRIENNE WEBSTER	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFF WILKE	DIRECTOR	1.00	Director	$0	$0	$0
ANTHONY WILSON	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	$672,659	$619,107	$3,397,854	$53,552
2023	$569,434	$521,795	$3,364,671	$47,639
2022	$360,342	$416,446	$3,331,520	$-56,104
2021	$440,884	$433,153	$3,409,632	$7,731
2020	$388,361	$400,665	$3,432,077	$-12,304
2019	$502,421	$528,875	$3,367,403	$-26,454
2018	$822,913	$661,152	$3,474,391	$161,761

KNOX HERITAGE INC