HISTORIC CRAGFONT INC

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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

1995

Legal Domicile

Principal Officer

TONYA STAGGS

Phone

6154527070

Tax Period

2023-07-01 to 2024-06-30

HISTORIC CRAGFONT INC, founded in 1995, is a small nonprofit in the Arts, Culture & Humanities sector that reported $229K in total revenue in fiscal year 2023. Expenses of $209K left a modest 9% surplus.

Mission

PRESERVATION AND MANAGEMENT OF CRAGFONT MANSION IN CASTALIAN SPRINGS, TN. HOME OF GENERAL JAMES WINCHESTER WHO FOUGHT IN THE REVOLUTIONARY WAR AND THE WAR OF 1812.

Program Service Accomplishments

Program 1

Expenses: $208,927 Revenue: $290,243

THE EXEMPT PURPOSE ACHIVEMENTS INCLUDE PAID TOURS OF THE CRAGFONT MANSION AND GROUNDS. THE GROUNDS WERE RENTED OUT FOR WEDDINGS AND PHOTOGRAPHER SESSIONS. THIS LAND AND HOUSE DATES BACK TO THE LATE 1700'S. TOURS ARE GIVEN TO ALL AGES INCLUDING SCHOOL FIELD TRIPS FROM SCHOOLS ALL AROUND SUMNER COUNTY TENNESSEE. PEOPLE INTERESTED IN HOMES BUILT IN THE LATE 1700'S ARE ALSO INTERESTED PARTIES.

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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 $194,094

Program Service Revenue $0

Investment Income $2,788

Other Revenue $31,686

TOTAL REVENUE $228,568

Expense Breakdown

Grants Paid $0

Salaries & Benefits $98,263

Fundraising Expenses $0

Program Expenses $208,927

Other Expenses $110,664

TOTAL EXPENSES $208,927

Year-over-Year Comparison

	2023	2022	Change
Revenue	$228,568	$220,020	+0.0%
Expenses	$208,927	$206,357	+0.0%
Net Income	$19,641	$13,663	+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

N/A

Independent Members

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CARLENE FOX	PRESIDENT	30.00	Officer	$0	$0	$0
REBEKAH BROCKMAN	VICE PRESIDENT	15.00	Officer	$0	$0	$0
TERRI BENTLEY	RECORDING SECRETARY	12.00	Officer	$0	$0	$0
MARY JANE FOWLER	TREASURER	15.00	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	No data	No data	No data	No data
2024	$228,568	$208,927	$390,449	$19,641
2023	$220,020	$206,357	$370,746	$13,663
2022	$243,308	$198,661	$357,083	$44,647