CHEROKEE TRIANGLE ASSOCIATION INC (EIN 611211574) - 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

1962

Legal Domicile

Principal Officer

NATHAN MONTGOMERY

Phone

5024590256

Tax Period

2024-07-01 to 2025-06-30

CHEROKEE TRIANGLE ASSOCIATION INC, founded in 1962, is a small nonprofit that reported $265K in total revenue in fiscal year 2024. Expenses of $236K left a modest 11% surplus.

Mission

CHAMPION PRESERVATION OF HISTORICAL NEIGHBORHOOD THROUGH PUBLICATIONS, FORUMS AND NEWSLETTERS.

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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 $8,308

Program Service Revenue $252,490

Investment Income $3,840

Other Revenue $57

TOTAL REVENUE $264,695

Expense Breakdown

Grants Paid $29,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $182,626

Other Expenses $206,974

TOTAL EXPENSES $235,974

Year-over-Year Comparison

	2024	2023	Change
Revenue	$264,695	$274,852	0.0%
Expenses	$235,974	$215,091	+0.1%
Net Income	$28,721	$59,761	-0.5%

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

168

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
ANNE LINDAUER	PRESIDENT	3.00	Officer Director	$0	$0	$0
JAMIE CONTI	2ND VICE PRESIDENT	3.00	Officer Director	$0	$0	$0
DAWN KNIGHT	VICE PRESIDENT	2.50	Officer Director	$0	$0	$0
LARRY WILLAMS	BOARD MEMBER	2.00	Director	$0	$0	$0
SUSAN CLARE	BOARD MEMBER	1.00	Director	$0	$0	$0
GLEN ELDER	BOARD MEMBER	2.50	Director	$0	$0	$0
GAIL MORRIS	BOARD MEMBER	2.00	Director	$0	$0	$0
ROB TOWNSEND	BOARD MEMBER	1.00	Director	$0	$0	$0
WALLER AUSTIN	BOARD MEMBER	1.00	Director	$0	$0	$0
NATHAN MONTGOMERY	TREASURER	2.50	Officer Director	$0	$0	$0
MICHAEL LUCCHESE	BOARD MEMBER	1.50	Director	$0	$0	$0
ANDY AKERS	BOARD MEMBER	0.50	Director	$0	$0	$0
MIKE POLLIO	BOARD MEMBER	2.00	Director	$0	$0	$0
NANCY MOORE	BOARD MEMBER	1.00	Director	$0	$0	$0
SHARA PARKS	SECRETARY	2.00	Officer 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
2025	$264,695	$235,974	$385,688	$28,721
2024	$274,852	$215,091	$324,973	$59,761
2023	$228,144	$219,117	$263,562	$9,027
2022	$247,234	$174,716	$250,462	$72,518

CHEROKEE TRIANGLE ASSOCIATION INC