SAM DAVIS MEMORIAL ASSOCIATION

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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

1930

Legal Domicile

Principal Officer

JENNY LAMB

Phone

6154592341

Tax Period

2024-07-01 to 2025-06-30

SAM DAVIS MEMORIAL ASSOCIATION, founded in 1930, is a small nonprofit in the Human Services sector that reported $217K in total revenue in fiscal year 2024. Expenses of $355K exceeded revenue, resulting in a 64% operating deficit.

Program Service Accomplishments

Program 1

Expenses: $279,046 Revenue: $40,264

EDUCATIONAL TOURS ARE GIVEN AT THE SAM DAVIS HOME AND FARM, WHICH IS RESTORED AND MAINTAINED TO TYPIFY THE AMERICAN RURAL LIFE IN MIDDLE TENNESSEE DURING THE 1860S.

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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 $117,080

Program Service Revenue $40,264

Investment Income $28,422

Other Revenue $30,783

TOTAL REVENUE $216,549

Expense Breakdown

Grants Paid $0

Salaries & Benefits $111,290

Fundraising Expenses $11,118

Program Expenses $279,046

Other Expenses $243,875

TOTAL EXPENSES $355,165

Year-over-Year Comparison

	2024	2023	Change
Revenue	$216,549	$226,545	0.0%
Expenses	$355,165	$304,525	+0.2%
Net Income	$-138,616	$-77,980	+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

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

$50,900

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNY LAMB	EXECUTIVE DIRECTOR	40.00	Officer	$50,900	$0	$50,900
STEVE MURPHREE	PRESIDENT	3.00	Officer	$0	$0	$0
LISA CROWELL	DIRECTOR	1.00	Officer	$0	$0	$0
RICHARD GARCIA	DIRECTOR	1.00	Officer	$0	$0	$0
MARILLA DODD	DIRECTOR	3.00	Officer	$0	$0	$0
JAMES PATTERSON	DIRECTOR	1.00	Officer	$0	$0	$0
JIMMY RICHARDSON	DIRECTOR	1.00	Officer	$0	$0	$0
MARTIN FROST	TRUSTEE	1.00	Officer	$0	$0	$0
BILL HARRIS	DIRECTOR	1.00	Officer	$0	$0	$0
PETTUS READ	TRUSTEE	1.00	Officer	$0	$0	$0
CAROL DAVIS	TRUSTEE	1.00	Officer	$0	$0	$0
MICHAEL BRADLEY	TRUSTEE	1.00	Officer	$0	$0	$0
JOHN HARNEY	TRUSTEE	1.00	Officer	$0	$0	$0
BETH BINKLEY	TRUSTEE	1.00	Officer	$0	$0	$0
MARGIE WEATHERFORD	TRUSTEE	1.00	Officer	$0	$0	$0
BARBARA VINCION	TRUSTEE PRESIDENT	1.00	Officer	$0	$0	$0
JANICE KITTRELL	TRUSTEE	1.00	Officer	$0	$0	$0
JAMES TURNER	FIRST VICE PRESIDENT	1.00	Officer	$0	$0	$0
JASON BOSHERS	TREASURER	1.00	Officer	$0	$0	$0
LINDA BOSHERS	SECRETARY	1.00	Officer	$0	$0	$0
SEAN HILL	DIRECTOR	1.00	Officer	$0	$0	$0
BRUCE GIBSON	DIRECTOR	1.00	Officer	$0	$0	$0
MICHELLE BARNETT	DIRECTOR	1.00	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
2026	No data	No data	No data	No data
2025	$216,549	$355,165	$1,853,451	$-138,616
2024	No data	No data	No data	No data
2023	$181,412	$247,291	$856,803	$-65,879
2022	$208,936	$243,990	$924,961	$-35,054
2021	$169,236	$213,082	$958,716	$-43,846
2020	$174,522	$210,735	$1,002,967	$-36,213
2019	$188,870	$257,168	$1,038,552	$-68,298