MCCREARY COUNTY HERITAGE FOUNDATION INC (EIN 611136227) - 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

1988

Legal Domicile

Principal Officer

RAY MONCRIEF

Phone

6063765330

Tax Period

2023-01-01 to 2023-12-31

MCCREARY COUNTY HERITAGE FOUNDATION INC, founded in 1988, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.8M in total revenue in fiscal year 2023. Revenue fell 24% from the prior year — a significant decline worth monitoring. Expenses of $1.7M left a modest 6% surplus.

Mission

TO PRESERVE THE HERITAGE OF MCCREARY COUNTY, KENTUCKY AND TO PROVIDE EDUCATIONAL AND RECREATIONAL BENEFITS TO THE CITIZENS AND VISITORS OF MCCREARY 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 (2023)

Revenue Breakdown

Contributions & Grants $434,419

Program Service Revenue $1,352,023

Investment Income $20,300

Other Revenue $29,450

TOTAL REVENUE $1,836,192

Expense Breakdown

Grants Paid $1,130

Salaries & Benefits $327,526

Fundraising Expenses $0

Program Expenses $454,849

Other Expenses $1,405,799

TOTAL EXPENSES $1,734,455

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,836,192	$2,408,457	-0.2%
Expenses	$1,734,455	$1,795,478	0.0%
Net Income	$101,737	$612,979	-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

Employees

Volunteers

200

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
JOHN M SANDIDGE	TREASURER	10.00	Officer Director	$0	$0	$0
J C EGNEW	VICE CHAIRMAN	5.00	Officer Director	$0	$0	$0
RAY MONCRIEF	CHAIRMAN	10.00	Officer Director	$0	$0	$0
ALEX EGNEW	DIRECTOR	1.00	Director	$0	$0	$0
STEVE RICHARDS	DIRECTOR	3.00	Director	$0	$0	$0
BUDDY WILSON	DIRECTOR	3.00	Director	$0	$0	$0
MARY ROSS	DIRECTOR	3.00	Director	$0	$0	$0
CHRISTINA HOLLIS	DIRECTOR	2.00	Director	$0	$0	$0
LAUREN KING	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE TRAMMELL	DIRECTOR	40.00	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	$1,836,192	$1,734,455	$7,864,108	$101,737
2022	$2,408,457	$1,795,478	$7,996,422	$612,979
2021	$1,742,693	$1,452,151	$7,302,941	$290,542
2020	$2,750,172	$1,006,033	$7,007,108	$1,744,139
2019	$1,312,495	$1,200,991	$5,398,346	$111,504
2018	$936,523	$1,298,725	$4,513,911	$-362,202

MCCREARY COUNTY HERITAGE FOUNDATION INC