CHEROKEE HISTORICAL & PRESERVATION SOCIETY INC (EIN 570881665) - 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

1999

Legal Domicile

Principal Officer

PATRICIA JELACIC

Tax Period

2024-03-01 to 2025-02-28

CHEROKEE HISTORICAL & PRESERVATION SOCIETY INC, founded in 1999, is a small nonprofit in the Education sector that reported $513K in total revenue in fiscal year 2024. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $202K, a strong 39% operating margin.

Mission

TO PRESERVE LOCAL HISTORICAL ARTIFACTS

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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 $466,883

Program Service Revenue $5,114

Investment Income $12,136

Other Revenue $28,777

TOTAL REVENUE $512,910

Expense Breakdown

Grants Paid $0

Salaries & Benefits $114,994

Fundraising Expenses $1,830

Program Expenses $240,724

Other Expenses $195,653

TOTAL EXPENSES $310,647

Year-over-Year Comparison

	2024	2023	Change
Revenue	$512,910	$387,315	+0.3%
Expenses	$310,647	$283,586	+0.1%
Net Income	$202,263	$103,729	+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

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

$22,333

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PAMELA CAZEL	EXECUTIVE DIRECTOR	30.00	Key Emp	$22,333	$0	$22,333
DINAH HAMRICK	BOARD ADVISOR	0.00	Director	$0	$0	$0
MILES GETTYS III	DIRECTOR	0.00	Director	$0	$0	$0
BRENDA MILES	DIRECTOR	0.00	Director	$0	$0	$0
MARY PAT TYNDALL	DIRECTOR	0.00	Director	$0	$0	$0
WES SPENCER	DIRECTOR	0.00	Director	$0	$0	$0
JIM JELACIC	DIRECTOR	0.00	Director	$0	$0	$0
NOAH LINDEMANN	DIRECTOR	0.00	Director	$0	$0	$0
JEFF GOODLETT	DIRECTOR	0.00	Director	$0	$0	$0
TOSHA COTTRELL	DIRECTOR	0.00	Director	$0	$0	$0
SALLY P SMITH	DIRECTOR	0.00	Director	$0	$0	$0
DOLLIE BLANTON	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
LINDA HARRIS	SECRETARY	0.00	Officer Director	$0	$0	$0
BARBARA ELMORE	TREASURER	0.00	Officer Director	$0	$0	$0
PATRICIA JELACIC	BOARD PRESIDENT	0.00	Officer	$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	$512,910	$310,647	$2,798,867	$202,263
2024	$387,315	$283,586	$2,593,543	$103,729
2023	$373,610	$222,075	$2,490,045	$151,535
2022	$375,955	$183,557	$2,338,190	$192,398
2021	$343,586	$164,035	$2,162,206	$179,551
2020	$958,447	$171,572	$1,969,739	$786,875
2019	$168,079	$139,223	$1,177,670	$28,856

CHEROKEE HISTORICAL & PRESERVATION SOCIETY INC