ASSOCIATION FOR THE PRESERVATION O… - Form 990 Financial Data

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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

2024-07-01 to 2025-06-30

ASSOCIATION FOR THE PRESERVATION OF TENNESSEE ANTIQUITIES, founded in 1952, is a small nonprofit that reported $639K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. The organization ran a surplus of $162K, a strong 25% operating margin.

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.

Program Service Accomplishments

Program 1

Expenses: $476,649 Revenue: $211,059

ADMISSIONS AND ACCESS TO 7 HISTORICAL HOMES AND SITES FOR APPROXIMATELY 7,300 VISTORS ANNUALLY.

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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 $282,796

Program Service Revenue $46,082

Investment Income $104,455

Other Revenue $205,487

TOTAL REVENUE $638,820

Expense Breakdown

Grants Paid $10,000

Salaries & Benefits $134,260

Fundraising Expenses $0

Program Expenses $476,649

Other Expenses $332,389

TOTAL EXPENSES $476,649

Year-over-Year Comparison

	2024	2023	Change
Revenue	$638,820	$698,230	-0.1%
Expenses	$476,649	$583,149	-0.2%
Net Income	$162,171	$115,081	+0.4%

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

282

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	0.50	Officer	$0	$0	$0
LUVENIA HARRISON	SECRETARY	0.50	Officer	$0	$0	$0
KEN PORTER CPA	TREASURER	1.00	Officer	$0	$0	$0
KAYLA SOUTHERN	MAURY CO CHAPTER PRESIDENT	1.00	Officer	$0	$0	$0
CEL FRANKLIN	BUCHANAN LOG HOUSE CHAPTER	35.00	Officer	$0	$0	$0
LYNN BATES	KNOXVILLE CHAPTER PRESIDEN	13.00	Officer	$0	$0	$0
SALLY BAKER	HAMBLEN CO CHAPTER PRESIDE	20.00	Officer	$0	$0	$0
SANDRA CAMPBELL	RUTHERFORD CO CHAPTER PRES	4.00	Officer	$0	$0	$0
MICHELLE MALONE	MEMPHIS CHAPTER PRESIDENT	25.00	Officer	$0	$0	$0
DAVID PEEL	ARLINGTON CHAPTER PRESIDEN	4.00	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
2025	$638,820	$476,649	$2,441,005	$162,171
2024	No data	No data	No data	No data
2023	$586,056	$553,256	$1,882,159	$32,800
2022	$713,760	$551,240	$2,016,065	$162,520
2022	$450,977	$430,993	$1,808,096	$19,984
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