SWANNANOA VALLEY HISTORICAL & PRESERVATION ASSOCIATION INC (EIN 561624503) - 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

1989

Legal Domicile

Phone

7044336530

Tax Period

2023-09-01 to 2024-08-31

SWANNANOA VALLEY HISTORICAL & PRESERVATION ASSOCIATION INC, founded in 1989, is a small nonprofit in the Animal-Related sector that reported $178K in total revenue in fiscal year 2023. Revenue surged 49% from the prior year, signaling strong growth momentum. Net assets of $469K represent 32 months of operating reserves.

Mission

Historical education programs and the exhibit of historical artifacts photos and recordings of oral history.

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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 (2023)

Revenue Breakdown

Contributions & Grants $172,711

Program Service Revenue $0

Investment Income $2,864

Other Revenue $2,720

TOTAL REVENUE $178,295

Expense Breakdown

Grants Paid $0

Salaries & Benefits $92,732

Fundraising Expenses $5,729

Program Expenses $154,444

Other Expenses $93,197

TOTAL EXPENSES $185,929

Year-over-Year Comparison

	2023	2022	Change
Revenue	$178,295	$119,589	+0.5%
Expenses	$185,929	$178,623	+0.0%
Net Income	$-7,634	$-59,034	-0.9%

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

Key Employees

$77,561

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kathryn Johnson	Executive Director	40.00	Key Emp	$58,301	$0	$58,301
Jess Watkins	Assistant Director	28.00	Key Emp	$19,260	$0	$19,260
Jim Menzies	Chairman	5.00	Officer Director	$0	$0	$0
Carl Alguire	Vice Chairman	5.00	Officer Director	$0	$0	$0
David Angelus	Treasurer	5.00	Director	$0	$0	$0
Sallie Withers	Secretary	5.00	Officer Director	$0	$0	$0
Bonnie Nache	Director	5.00	Director	$0	$0	$0
Joe Standaert	Director	5.00	Director	$0	$0	$0
Lynn Nicholas	Director	5.00	Director	$0	$0	$0
Howard Belfor	Director	5.00	Director	$0	$0	$0
Peter Crawford	Director	5.00	Director	$0	$0	$0
John Buckner	Director	5.00	Director	$0	$0	$0
Debbie Gibb	Director	5.00	Director	$0	$0	$0
Kannah Begley Walker	Director	5.00	Director	$0	$0	$0
Glenn Cox	Director	5.00	Director	$0	$0	$0
Luke Largess	Director	5.00	Director	$0	$0	$0
William Tucker	Director	5.00	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	$178,295	$185,929	$469,393	$-7,634
2024	$178,295	$185,929	$469,393	$-7,634
2023	$119,589	$178,623	$477,033	$-59,034
2022	$122,418	$165,731	$545,406	$-43,313
2021	$86,712	$140,255	$588,399	$-53,543
2020	$319,301	$319,301	$876,836	No data

SWANNANOA VALLEY HISTORICAL & PRESERVATION ASSOCIATION INC