HERITAGE ASSOCIATION OF ROGERSVILLE INC (EIN 581437894) - 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

1980

Legal Domicile

Principal Officer

ELIZABETH R SMITH

Phone

4232721961

Tax Period

2023-01-01 to 2023-12-31

HERITAGE ASSOCIATION OF ROGERSVILLE INC, founded in 1980, is a community nonprofit that reported $1.4M in total revenue in fiscal year 2023. Revenue grew 9% year-over-year, indicating healthy expansion.

Mission

PRESERVATION AND RESTORATION OF LOCAL HISTORICAL SITE.

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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 $89,803

Program Service Revenue $1,259,307

Investment Income $29,991

Other Revenue $8,795

TOTAL REVENUE $1,387,896

Expense Breakdown

Grants Paid $0

Salaries & Benefits $511,280

Fundraising Expenses $0

Program Expenses $1,224,962

Other Expenses $880,742

TOTAL EXPENSES $1,392,022

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,387,896	$1,267,742	+0.1%
Expenses	$1,392,022	$1,247,186	+0.1%
Net Income	$-4,126	$20,556	-1.2%

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

$40,000

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ANTHONY ELMORE	PRESIDENT	0.00	Officer Director	$0	$0	$0
WILLIAM PHILLIPS	VICE PRESIDENT	0.00	Officer Director	$0	$0	$0
DANNY BROOKS	BOARD MEMBER	0.00	Director	$0	$0	$0
ELIZABETH R SMITH	TREASURER	10.00	Officer Director	$0	$0	$0
BROCK GLADSON	BOARD MEMBER	0.00	Director	$0	$0	$0
GABE BROOKS	BOARD MEMBER	0.00	Director	$0	$0	$0
ANDY HOGAN	BOARD MEMBER	0.00	Director	$0	$0	$0
STEVE NELSON	BOARD MEMBER	0.00	Director	$0	$0	$0
MADELINE HARTNESS	BOARD MEMBER	0.00	Director	$0	$0	$0
N/A	SECRETARY	0.00	Officer Director	$0	$0	$0
JIM SELLS	BOARD MEMBER	0.00	Director	$0	$0	$0
MARK DEWITTE	BOARD MEMBER	0.00	Director	$0	$0	$0
RHONDA WINSTEAD	BOARD MEMBER	0.00	Director	$0	$0	$0
MELISSA NELSON	DIRECTOR	40.00	Key Emp	$40,000	$0	$40,000
CHRIS FUNK	BOARD MEMBER	0.00	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	No data	No data	No data	No data
2023	$1,387,896	$1,392,022	$1,088,858	$-4,126
2022	$1,267,742	$1,247,186	$812,489	$20,556
2021	$1,116,396	$996,884	$795,472	$119,512
2021	$1,326,004	$996,884	$1,096,656	$329,120
2020	$816,599	$756,557	$681,862	$60,042
2019	$733,554	$712,882	$639,706	$20,672
2018	$625,006	$642,465	$628,006	$-17,459

HERITAGE ASSOCIATION OF ROGERSVILLE INC