Athens Clarke Heritage Foundation Inc (EIN 586062318) - 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

1967

Legal Domicile

Phone

7063531801

Tax Period

2023-07-01 to 2024-06-30

Athens Clarke Heritage Foundation Inc, founded in 1967, is a small nonprofit in the Arts, Culture & Humanities sector that reported $962K in total revenue in fiscal year 2023. Revenue surged 36% from the prior year, signaling strong growth momentum. The organization ran a surplus of $147K, a strong 15% operating margin.

Mission

Historic preservation of the Athens Georgia area.

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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 $715,117

Program Service Revenue $93,512

Investment Income $57,128

Other Revenue $96,017

TOTAL REVENUE $961,774

Expense Breakdown

Grants Paid $0

Salaries & Benefits $482,852

Fundraising Expenses $4,614

Program Expenses $738,783

Other Expenses $331,924

TOTAL EXPENSES $814,776

Year-over-Year Comparison

	2023	2022	Change
Revenue	$961,774	$706,063	+0.4%
Expenses	$814,776	$626,801	+0.3%
Net Income	$146,998	$79,262	+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

$105,011

Total Directors

$169,234

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Thomas Valentine	Executive Dir.	40.00	Officer	$105,011	$0	$105,011
Michelle Nguyen	Coordinator	40.00	Director	$62,266	$0	$62,266
Hope Iglehart	Coordinator	40.00	Director	$30,055	$0	$30,055
Melissa Gogo	Coordinator	40.00	Director	$29,811	$0	$29,811
Taneisha Brooks	Coordinator	40.00	Director	$19,831	$0	$19,831
Denise Sunta	Coordinator	40.00	Director	$19,831	$0	$19,831
Jody Graichen	Coordinator	40.00	Director	$7,440	$0	$7,440
James Brooks	Trustee	4.00	Director	$0	$0	$0
Erica Cates	Director	4.00	Director	$0	$0	$0
John DeMent	Director	4.00	Director	$0	$0	$0
Katie Goodrum	Trustee	4.00	Director	$0	$0	$0
David Hyde	Trustee	4.00	Director	$0	$0	$0
Jarrett Martin	Director	4.00	Director	$0	$0	$0
Kristen Morales	Director	4.00	Director	$0	$0	$0
Scott Nesbit	Director	4.00	Director	$0	$0	$0
Monique Sanders	Director	4.00	Director	$0	$0	$0
Robert Tucker	Director	4.00	Director	$0	$0	$0
Shane Blackwell	President	4.00	Officer	$0	$0	$0
Jeremy Field	Pres - Elect	4.00	Officer	$0	$0	$0
Will Hodges	Treasurer	5.00	Officer	$0	$0	$0
Krista Slater	Treas - Elect	5.00	Officer	$0	$0	$0
Laura Leigh Haga	Recording Sec	4.00	Officer	$0	$0	$0
Jennifer Lewis	Corp Secretary	4.00	Officer	$0	$0	$0
Alan Cleveland	Parliamentarian	4.00	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	No data	No data	No data	No data
2024	$961,774	$814,776	$851,836	$146,998
2023	$706,063	$626,801	$708,654	$79,262
2022	$590,151	$547,184	$630,763	$42,967
2021	$349,040	$319,145	$692,620	$29,895
2020	$390,110	$375,107	$597,234	$15,003
2019	$344,662	$332,693	$563,549	$11,969

Athens Clarke Heritage Foundation Inc