Memphis Heritage Incorporated

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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

1975

Legal Domicile

Principal Officer

Leah Fox-Greenberg

Phone

9012729471

Tax Period

2024-04-01 to 2025-03-31

Memphis Heritage Incorporated, founded in 1975, is a small nonprofit in the Arts, Culture & Humanities sector that reported $229K in total revenue in fiscal year 2024. Revenue surged 520% from the prior year, signaling strong growth momentum. The organization ran a surplus of $38K, a strong 16% operating margin.

Mission

To keep history alive in the Memphis, TN area by stimulating an appreciation for the areas heritage and preserve its historic places

Program Service Accomplishments

Program 1

Expenses: $47,754 Revenue: $228,687

Various Revenue Streams

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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 $37,703

Program Service Revenue $0

Investment Income $44,514

Other Revenue $146,470

TOTAL REVENUE $228,687

Expense Breakdown

Grants Paid $0

Salaries & Benefits $19,958

Fundraising Expenses $0

Program Expenses $10,602

Other Expenses $171,146

TOTAL EXPENSES $191,104

Year-over-Year Comparison

	2024	2023	Change
Revenue	$228,687	$36,872	+5.2%
Expenses	$191,104	$47,754	+3.0%
Net Income	$37,583	$-10,882	-4.5%

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

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
David da Ponte-Cooper	President	1.00	Director	$0	$0	$0
Michelle Koeppen	Vice President	1.00	Director	$0	$0	$0
Treasurer	Robert Hodges	1.00	Director	$0	$0	$0
Julie McCullough	Secretary	1.00	Director	$0	$0	$0
Bill Denton	Director	1.00	Director	$0	$0	$0
Hunter Rittenberry	Director	1.00	Director	$0	$0	$0
Trey Crump	Director	1.00	Director	$0	$0	$0
Andrew Schrack	Director	1.00	Director	$0	$0	$0
Meredith Taylor	Director	1.00	Director	$0	$0	$0
Shelly Rainwater	Director	1.00	Director	$0	$0	$0
Michael Seeker	Director	1.00	Director	$0	$0	$0
Sharon Younger	Director	1.00	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
2026	No data	No data	No data	No data
2025	$228,687	$191,104	$987,888	$37,583
2024	$36,872	$47,754	$1,121,290	$-10,882
2023	$110,993	$261,128	$1,012,172	$-150,135
2022	$248,638	$272,777	$1,560,882	$-24,139
2022	$137,251	$272,777	$1,560,882	$-135,526
2021	$137,684	$139,842	$1,679,775	$-2,158