Valdosta Heritage Foundation Inc (EIN 581488367) - 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

Vickie Everitte

Phone

2293332511

Tax Period

2023-01-01 to 2023-12-31

Valdosta Heritage Foundation Inc, founded in 1980, is a micro nonprofit that reported $24K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $14K, a strong 60% operating margin.

Mission

Restoration and preservation of historically significant properties

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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 $20,127

Program Service Revenue $0

Investment Income $43

Other Revenue $3,696

TOTAL REVENUE $23,866

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $9,528

Other Expenses $9,528

TOTAL EXPENSES $9,528

Year-over-Year Comparison

	2023	2022	Change
Revenue	$23,866	$19,593	+0.2%
Expenses	$9,528	$6,938	+0.4%
Net Income	$14,338	$12,655	+0.1%

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

N/A

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

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Catherine Pendleton	Past President	0.30	Officer Director	$0	$0	$0
Donald Davis	Director	0.30	Director	$0	$0	$0
Analease Walker	Director	0.30	Director	$0	$0	$0
James Horton	Vice President	0.50	Officer Director	$0	$0	$0
Ron Borders	Treasurer	0.50	Officer Director	$0	$0	$0
Mary Beth Brownlee	Director	0.30	Director	$0	$0	$0
Vickie Everitte	President	0.50	Officer Director	$0	$0	$0
Tommy Crane	Director	0.30	Director	$0	$0	$0
Sally Querin	Director	0.30	Director	$0	$0	$0
Alex Alvarez	Director	0.30	Director	$0	$0	$0
Kate Evans	Secretary	0.50	Officer Director	$0	$0	$0
Jeff Brammer	Director	0.30	Director	$0	$0	$0
Jessica Ganas	Director	0.30	Director	$0	$0	$0
Mitchel Tatar	Director	0.30	Director	$0	$0	$0
VLCCC	Director	0.00	Director	$0	$0	$0
Elissa Noyes	Director	0.30	Director	$0	$0	$0
AC Taylor	Director	0.30	Director	$0	$0	$0
Catherine Redles	Honorary 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	$23,866	$9,528	$889,159	$14,338
2022	$19,593	$6,938	$874,821	$12,655
2021	$12,549	$5,648	$862,166	$6,901
2020	$16,861	$14,993	$855,265	$1,868
2019	$8,619	$10,754	$853,397	$-2,135
2018	$8,423	$14,250	$855,532	$-5,827

Valdosta Heritage Foundation Inc