SMYRNA-CLAYTON HERITAGE ASSOCIATION (EIN 510355704) - 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

1994

Legal Domicile

Principal Officer

DONNA CANTILLON

Phone

3026534236

Tax Period

2024-07-01 to 2025-06-30

SMYRNA-CLAYTON HERITAGE ASSOCIATION, founded in 1994, is a small nonprofit in the Arts, Culture & Humanities sector that reported $856K in total revenue in fiscal year 2024. Revenue surged 79% from the prior year, signaling strong growth momentum. The organization ran a surplus of $234K, a strong 27% operating margin.

Mission

EDUCATE AND PRESERVE THE CULTURAL HERITAGE OF THE SMYRNA CLAYTON AREA THROUGH THE ARTS AND COMMUNITY ACTIVITIES.

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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 $517,392

Program Service Revenue $291,711

Investment Income $22,742

Other Revenue $23,758

TOTAL REVENUE $855,603

Expense Breakdown

Grants Paid $0

Salaries & Benefits $151,250

Fundraising Expenses $7,949

Program Expenses $548,160

Other Expenses $470,327

TOTAL EXPENSES $621,577

Year-over-Year Comparison

	2024	2023	Change
Revenue	$855,603	$477,160	+0.8%
Expenses	$621,577	$598,414	+0.0%
Net Income	$234,026	$-121,254	-2.9%

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

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

$73,840

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN HILL	MANAGING DIR	2.00	Director	$73,840	$0	$73,840
KEN BOULDEN	DIRECTOR	2.00	Director	$0	$0	$0
DONNA CANTILLON	PRESIDENT	5.00	Officer Director	$0	$0	$0
JIM CANTILLON	TREASURER	5.00	Officer Director	$0	$0	$0
CAROL CHILD	DIRECTOR	2.00	Director	$0	$0	$0
TIM CLEARY	LIASON	2.00	Director	$0	$0	$0
TONI KNOPF	DIRECTOR	2.00	Director	$0	$0	$0
AYESHA SAMMANDER	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
NANCY VIENS	SECRETARY	2.00	Officer Director	$0	$0	$0
DOLORES WINFIELD	DIRECTOR	2.00	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
2025	$855,603	$621,577	$2,848,491	$234,026
2024	$477,160	$598,414	$2,574,237	$-121,254
2023	$1,066,171	$507,465	$2,639,063	$558,706
2022	$487,003	$455,890	$2,019,580	$31,113
2021	$157,512	$316,607	$1,970,650	$-159,095
2020	$281,582	$367,726	$2,149,828	$-86,144
2019	$162,983	$299,206	$2,212,837	$-136,223

SMYRNA-CLAYTON HERITAGE ASSOCIATION