CATAWBA COUNTY HISTORICAL ASSOCIATION (EIN 566054135) - 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

1949

Legal Domicile

Principal Officer

JULIANNE GRAY

Phone

8284650383

Tax Period

2024-07-01 to 2025-06-30

CATAWBA COUNTY HISTORICAL ASSOCIATION, founded in 1949, is a small nonprofit that reported $694K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion.

Mission

THE CCHA IS AN EDUCATIONAL INSTITUTION DEDICATED TO THE PRESERVATION AND INTERPRETATION OF THE STORIES OBJECTS AND PLACES THAT DOCUMENT THE RICH HERITAGE OF CATAWBA COUNTY AND ITS ROLE IN THE DEVELOPMENT OF THE WESTERN PIEDMONT OF NC. THE ORGANIZATION CONTINUES TO DEDICATE TIME AND RESOURCES TOWARDS EDUCATING THE COMMUNITY AND VISITORS ABOUT THE HISTORY OF CATAWBA COUNTY.

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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 $566,774

Program Service Revenue $16,046

Investment Income $103,058

Other Revenue $8,294

TOTAL REVENUE $694,172

Expense Breakdown

Grants Paid $0

Salaries & Benefits $365,792

Fundraising Expenses $1,331

Program Expenses $118,235

Other Expenses $373,428

TOTAL EXPENSES $739,220

Year-over-Year Comparison

	2024	2023	Change
Revenue	$694,172	$601,085	+0.2%
Expenses	$739,220	$802,695	-0.1%
Net Income	$-45,048	$-201,610	-0.8%

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

N/A

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
CHARLES MOODY	PRESIDENT	1.00	Officer Director	$0	$0	$0
CATHI GANN	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID HOOD	TRUSTEE	1.00	Director	$0	$0	$0
BILL LONG	COLLECTIONS COMMITTEE	1.00	Director	$0	$0	$0
CONNIE COUDEN	TRUSTEE	1.00	Director	$0	$0	$0
DOUG BRADY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ROBERT MEEK	TREASURER	1.00	Officer Director	$0	$0	$0
LEE MORITZ	TRUSTEE	1.00	Director	$0	$0	$0
STANLY STEWART	TRUSTEE	1.00	Director	$0	$0	$0
BILL UNVERFEHRT	TRUSTEE	1.00	Director	$0	$0	$0
GROVER LINEBARGER	TRUSTEE	1.00	Director	$0	$0	$0
ANTONE SCOTT	TRUSTEE	1.00	Director	$0	$0	$0
RANDY PENNELL	TRUSTEE	1.00	Director	$0	$0	$0
RICHARD ELLER	TRUSTEE	1.00	Director	$0	$0	$0
SUSAN HOLBROOK	EXECUTIVE DIRECTOR	1.00	Director	$0	$0	$0
PAUL BEATTY JR	EMERITUS	1.00	Director	$0	$0	$0
BEVERLY DANNER	TRUSTEE	1.00	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	$694,172	$739,220	$2,460,077	$-45,048
2024	$601,085	$802,695	$1,631,838	$-201,610
2023	$758,773	$612,804	$1,832,568	$145,969
2022	$1,537,070	$1,641,366	$1,690,253	$-104,296
2021	$712,221	$429,572	$1,796,273	$282,649
2020	$748,521	$870,723	$1,513,967	$-122,202
2019	$1,013,594	$1,018,858	$1,634,318	$-5,264
2018	$494,380	$405,291	$1,639,045	$89,089

CATAWBA COUNTY HISTORICAL ASSOCIATION