ASSOCIATION FOR THE PRESERVATION OF TENNESSEE ANTIQUITIES (EIN 620604627) - 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

1952

Legal Domicile

Principal Officer

JOHN ROCHFORD

Phone

6153831141

Tax Period

2022-07-01 to 2023-06-30

ASSOCIATION FOR THE PRESERVATION OF TENNESSEE ANTIQUITIES, founded in 1952, is a small nonprofit that reported $586K in total revenue in fiscal year 2022. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $553K left a modest 6% surplus.

Mission

THE ASSOCIATION FOR THE PRESERVATION OF TENNESSEE ANTIQUITIES (APTA) PROMOTES AND ENCOURAGES ACTIVE PARTICIPATION IN THE PRESERVATION OF TENNESSEE'S RICH HISTORICAL, CULTURAL, ARCHITECTURAL AND ARCHAEOLOGICAL HERITAGE THROUGH RESTORATION, EDUCATION, ADVOCACY AND STATEWIDE COOPERATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $316,779

Program Service Revenue $43,552

Investment Income $26,807

Other Revenue $198,918

TOTAL REVENUE $586,056

Expense Breakdown

Grants Paid $0

Salaries & Benefits $158,611

Fundraising Expenses $0

Program Expenses $553,256

Other Expenses $394,645

TOTAL EXPENSES $553,256

Year-over-Year Comparison

	2022	2021	Change
Revenue	$586,056	$450,977	+0.3%
Expenses	$553,256	$430,993	+0.3%
Net Income	$32,800	$19,984	+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

Volunteers

241

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 ROCHFORD	PRESIDENT	2.00	Officer	$0	$0	$0
GREGORY D SHANKS	VICE PRESIDENT	0.00	Officer	$0	$0	$0
LUVENIA HARRISON	SECRETARY	0.00	Officer	$0	$0	$0
KEN PORTER CPA	TREASURER	1.00	Officer	$0	$0	$0
ADAM SOUTHERN	MAURY CO CHAPTER PRESIDENT	5.00	Officer	$0	$0	$0
C WILLIAM MCKEE EDD	BUCHANAN LOG HOUSE CHAPTER	10.00	Officer	$0	$0	$0
ADAM ALFREY	KNOXVILLE CHAPTER PRESIDEN	5.00	Officer	$0	$0	$0
SALLY BAKER	HAMBLEN CO CHAPTER PRESIDE	15.00	Officer	$0	$0	$0
BILL JAKES	RUTHERFORD CO CHAPTER PRES	1.00	Officer	$0	$0	$0
MICHELLE MALONE	MEMPHIS CHAPTER PRESIDENT	25.00	Officer	$0	$0	$0
STEVE SMITH	ARLINGTON CHAPTER PRESIDEN	6.00	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
2024	No data	No data	No data	No data
2023	$586,056	$553,256	$1,882,159	$32,800
2022	$450,977	$430,993	$1,808,096	$19,984
2022	$713,760	$551,240	$2,016,065	$162,520
2021	$4,193,595	$3,075,803	$7,377,257	$1,117,792
2020	$3,944,486	$4,257,181	$6,349,314	$-312,695
2018	$3,985,519	$3,795,837	$5,065,982	$189,682

ASSOCIATION FOR THE PRESERVATION OF TENNESSEE ANTIQUITIES