SOUTHERN APPALACHIAN HISTORICAL ASSOCIATION INC (EIN 566003584) - 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

1951

Legal Domicile

Phone

8282642120

Tax Period

2024-01-01 to 2024-12-31

SOUTHERN APPALACHIAN HISTORICAL ASSOCIATION INC, founded in 1951, is a small nonprofit in the Arts, Culture & Humanities sector that reported $207K in total revenue in fiscal year 2024. Expenses of $239K exceeded revenue, resulting in a 15% operating deficit.

Mission

THE MISSION OF THE SOUTHERN APPALACHIAN HISTORICAL ASSOC. IS TO EXPLORE, PRESERVE, AND SHARE THE REGIONS RICH CULTURAL HERITAGE. WE ACCOMPLISH THAT MISSION THROUGH THEATRICAL, EDUCATIONAL, AND MUSEUM PROGRAMMING. OUR GEOGRAPHICAL AREA COVERED IS WATAUGA AND ADJACENT COUNTIES.

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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 $62,704

Program Service Revenue $143,247

Investment Income $211

Other Revenue $660

TOTAL REVENUE $206,822

Expense Breakdown

Grants Paid $0

Salaries & Benefits $166,815

Fundraising Expenses $0

Program Expenses $238,772

Other Expenses $71,957

TOTAL EXPENSES $238,772

Year-over-Year Comparison

	2024	2023	Change
Revenue	$206,822	$209,642	0.0%
Expenses	$238,772	$217,020	+0.1%
Net Income	$-31,950	$-7,378	+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

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
STEPHANIE GREER	CHAIR	20.00	Officer Director	$0	$0	$0
JIM MARSH	VICE CHAIR	15.00	Officer Director	$0	$0	$0
WILLIAM WINKLER III	TREASURER	20.00	Officer Director	$0	$0	$0
DAVID WILLIAMS	SECRETARY	10.00	Officer Director	$0	$0	$0
MARY GREENE	BOARD MEMBER	0.00	Director	$0	$0	$0
DON COVER	BOARD MEMBER	10.00	Director	$0	$0	$0
JOE BENTLEY	BOARD MEMBER	10.00	Director	$0	$0	$0
BRENDA POLLARD	BOARD MEMBER	10.00	Director	$0	$0	$0
DONALD FIDLER	BOARD MEMBER	10.00	Director	$0	$0	$0
DONNA MCNEIL	BOARD MEMBER	10.00	Director	$0	$0	$0
BRENDA COUNCIL	BOARD MEMBER	10.00	Director	$0	$0	$0
MARK HOWELL	BOARD MEMBER	10.00	Director	$0	$0	$0
LAUREN OSBORNE	BOARD MEMBER	10.00	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	$206,822	$238,772	$40,831	$-31,950
2023	$209,642	$217,020	$60,946	$-7,378
2022	$234,091	$278,076	$105,679	$-43,985
2021	$438,537	$209,064	$151,541	$229,473
2020	$81,555	$69,973	$77,564	$11,582
2019	$288,386	$321,730	$25,771	$-33,344
2018	$230,047	$271,910	$39,326	$-41,863

SOUTHERN APPALACHIAN HISTORICAL ASSOCIATION INC