Upper Town Heritage Foundation Inc (EIN 611349331) - 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

1999

Legal Domicile

Principal Officer

Betty Dobson

Phone

2704437918

Tax Period

2023-07-01 to 2024-06-30

Upper Town Heritage Foundation Inc, founded in 1999, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $54K in total revenue in fiscal year 2023. Revenue surged 41% from the prior year, signaling strong growth momentum. Expenses of $68K exceeded revenue, resulting in a 25% operating deficit.

Mission

Historic preservation and education

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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 $54,490

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $54,490

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,677

Other Expenses $68,014

TOTAL EXPENSES $68,014

Year-over-Year Comparison

	2023	2022	Change
Revenue	$54,490	$38,637	+0.4%
Expenses	$68,014	$68,822	0.0%
Net Income	$-13,524	$-30,185	-0.6%

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
Betty Dobson	Executive Dir.	40.00	Officer Director	$0	$0	$0
Rosa Scott	President	10.00	Officer Director	$0	$0	$0
Shawn Edmonds	Vice President	5.00	Officer Director	$0	$0	$0
Lynnett Edmonds	Treasurer I	5.00	Officer Director	$0	$0	$0
Sherlyne Cooper	Treasurer II	5.00	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	No data	No data	No data	No data
2024	$54,490	$68,014	$462,929	$-13,524
2023	$38,637	$68,822	$476,675	$-30,185
2022	$40,834	$73,145	$507,962	$-32,311
2021	$40,468	$57,399	$530,694	$-16,931
2020	$30,618	$44,173	$556,461	$-13,555
2020	No data	No data	$564,565	No data
2019	$20,137	$41,911	$564,565	$-21,774
2018	$22,719	$43,153	$585,196	$-20,434

Upper Town Heritage Foundation Inc