PRESBYTERIAN HERITAGE CENTER

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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

2004

Legal Domicile

Principal Officer

BILL SCHEU

Phone

8286696556

Tax Period

2024-01-01 to 2024-12-31

PRESBYTERIAN HERITAGE CENTER, founded in 2004, is a small nonprofit in the Religion sector that reported $402K in total revenue in fiscal year 2024. Revenue decreased 14% compared to the prior year. The organization ran a surplus of $95K, a strong 24% operating margin.

Mission

THE PRESBYTERIAN HERITAGE CENTER AT MONTREAT IS A 501(C)(3) NONPROFIT EDUCATIONAL ORGANIZATION OPERATING AS AN INNOVATIVE AND INTERACTIVE LEARNING CENTER AND RESEARCH FACILITY BOTH ONSITE AND ONLINE. THE MISSION IS TO: (1) EDUCATE YOUNG PEOPLE AND ADULTS ABOUT THE HERITAGE AND HISTORY OF CHURCHES SHARING THE PRESBYTERIAN AND REFORMED FAITH THROUGH EXHIBITS AND PROGRAMS, SO THEY MAY UNDERSTAND AND APPRECIATE WHAT GOD THROUGH JESUS CHRIST HAS DONE WITH AND THROUGH HIS PEOPLE AND SEEK TO DISCERN GOD'S WILL BOTH TODAY AND IN THE FUTURE. (2) DISCOVER, COLLECT, DOCUMENT, PRESERVE, EXHIBIT, AND MAKE AVAILABLE RECORDS, INTERESTING AND IMPORTANT ARTIFACTS, PHOTOGRAPHS, FILM, BOOKS, AND OTHER INFORMATION, BOTH ONSITE AND ONLINE, ABOUT THE HISTORY OF THE PRESBYTERIAN & REFORMED CHURCHES, THE CHURCH UNIVERSAL AND ABOUT MONTREAT. (3) INCREASE UNDERSTANDING AND APPRECIATION OF THE HISTORY OF NATIONAL AND WORLDWIDE MISSIONS, AS WELL AS, TO PROMOTE THE IMPORTANCE OF PRESENT AND FUTURE MISSIONS.

Program Service Accomplishments

Program 1

Expenses: $141,045

CREATE AND OPERATE AN INNOVATIVE, INTERACTIVE AND EDUCATIONAL LEARNING CENTER AND RESEARCH FACILITY (BOTH ONSITE AND ONLINE) IN MONTREAT, NORTH CAROLINA.

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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 $400,933

Program Service Revenue $0

Investment Income $0

Other Revenue $696

TOTAL REVENUE $401,629

Expense Breakdown

Grants Paid $0

Salaries & Benefits $164,543

Fundraising Expenses $21,315

Program Expenses $141,045

Other Expenses $142,216

TOTAL EXPENSES $306,759

Year-over-Year Comparison

	2024	2023	Change
Revenue	$401,629	$465,574	-0.1%
Expenses	$306,759	$331,095	-0.1%
Net Income	$94,870	$134,479	-0.3%

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

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
SUE DIEHL	DIRECTOR/SEC	N/A	Officer Director	$0	$0	$0
SCOTT CANDLER	DIRECTOR	N/A	Director	$0	$0	$0
JUDY SHUFORD	DIRECTOR	N/A	Director	$0	$0	$0
KAY L STOCKDALE	DIRECTOR	N/A	Director	$0	$0	$0
ELOISE SHEPHERD	DIRECTOR	N/A	Director	$0	$0	$0
MARTHA D CAMPBELL	DIRECTOR	N/A	Director	$0	$0	$0
HUGH Q ALEXANDER JR	DIRECTOR/TRE	N/A	Officer Director	$0	$0	$0
R JACKSON SADLER	DIRECTOR	N/A	Director	$0	$0	$0
RICHARD RAY	DIRECTOR	N/A	Director	$0	$0	$0
DANNY C MURPHY	DIRECTOR	N/A	Director	$0	$0	$0
HENRY W NEALE	DIRECTOR	N/A	Director	$0	$0	$0
JOHN HINKLE	DIRECTOR	N/A	Director	$0	$0	$0
TERRY BROWN BUTLER	DIRECTOR	N/A	Director	$0	$0	$0
WILLIAM E DUDLEY	DIRECTOR	N/A	Director	$0	$0	$0
JOHN N AKERS	DIRECTOR	N/A	Director	$0	$0	$0
PAUL H GRIER	DIRECTOR	N/A	Director	$0	$0	$0
LORENZO R SMALL	DIRECTOR	N/A	Director	$0	$0	$0
TOM WIDMER	DIRECTOR	N/A	Director	$0	$0	$0
BILL SCHEU	DIRECTOR/CHA	N/A	Officer Director	$0	$0	$0
LETTA JEAN TAYLOR	DIRECTOR/VIC	N/A	Officer Director	$0	$0	$0
ALVA WHITEHEAD	DIRECTOR	N/A	Director	$0	$0	$0
MASON BLAKE	DIRECTOR	N/A	Director	$0	$0	$0
ROY TAYLOR	DIRECTOR	N/A	Director	$0	$0	$0
CHARLES NEWTON	DIRECTOR	N/A	Director	$0	$0	$0
JEN HADDOX	DIRECTOR	N/A	Director	$0	$0	$0
MARK MUELLER	DIRECTOR	N/A	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	$401,629	$306,759	$562,157	$94,870
2023	$465,574	$331,095	$467,287	$134,479
2022	$396,008	$389,251	$334,008	$6,757
2021	$386,066	$297,719	$326,051	$88,347
2020	$310,390	$268,819	$237,704	$41,571
2019	$411,193	$422,904	$196,133	$-11,711
2018	$300,160	$265,744	$207,844	$34,416