Cedar Creek Battlefield Foundation (EIN 541474233) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1988

Legal Domicile

Principal Officer

Jeanette Shaffer

Tax Period

2023-01-01 to 2023-12-31

CEDAR CREEK BATTLEFIELD FOUNDATION, founded in 1988, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $52K in total revenue in fiscal year 2018. Revenue fell 65% from the prior year — a significant decline worth monitoring. Expenses of $85K exceeded revenue, resulting in a 63% operating deficit.

Mission

To acquire, protect and preserve lands and physical objects relating to the Battle of Cedar Creek, and to interpret them for the educational benefit of scholars and the general public.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $15,065

Program Service Revenue $162,004

Investment Income $0

Other Revenue $98

TOTAL REVENUE $177,167

Expense Breakdown

Grants Paid $500

Salaries & Benefits $31,927

Fundraising Expenses $0

Program Expenses $148,346

Other Expenses $132,942

TOTAL EXPENSES $165,369

Year-over-Year Comparison

	2023	2022	Change
Revenue	$177,167	$193,243	-0.1%
Expenses	$165,369	$190,469	-0.1%
Net Income	$11,798	$2,774	+3.3%

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
Martin Downey	Director	8.00	Director	$0	$0	$0
Charles Harbaugh	Director	2.00	Director	$0	$0	$0
John Cadden	Director	2.00	Director	$0	$0	$0
Chris Brang	Director	2.00	Director	$0	$0	$0
Zsolt Vezsneyi	Director	2.00	Director	$0	$0	$0
Carol Polkinghorne	TreasurerBookkeeper	5.00	Officer Director	$0	$0	$0
Gary Rinkerman	Vice President	2.00	Officer Director	$0	$0	$0
Jeanette Shaffer	President	4.00	Officer Director	$0	$0	$0
Cindy Armstrong	Secretary	2.00	Officer Director	$0	$0	$0
Ashley N Sonntag - Bottomley	Operations Manager	35.00	Highest	$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
2023	$177,167	$165,369	$2,360,488	$11,798
2022	$193,243	$190,469	$2,354,108	$2,774
2021	$179,958	$150,522	$2,348,283	$29,436
2020	$57,151	$69,841	$2,332,422	$-12,690
2019	$135,059	$124,933	$2,356,116	$10,126
2018	$52,252	$84,948	$2,356,573	$-32,696

Cedar Creek Battlefield Foundation