HEIGHTS NATIONAL ALUMNI 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

1965

Legal Domicile

Principal Officer

ROBERT HOSIER

Phone

6154510468

Tax Period

2024-09-01 to 2025-08-31

HEIGHTS NATIONAL ALUMNI ASSOCIATION, founded in 1965, is a micro nonprofit that reported $95K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $89K left a modest 7% surplus.

Mission

The Organization is dedicated to the preservation and maintenance of the Alumni House and memories of the old Castle Heights Military Academy, to provide two newsletters to alumni each year and to make scholarship awards for education expenses.

Program Service Accomplishments

Program 1

Expenses: $87,252

TO MAINTAIN THE RUTHERFORD PARKS LIBRARY (NOW THE CHMA MUSEUM AND ARCHIVES), AND THE INGRAM ALUMNI HOUSE ON THE FORMER CAMPUS OF CASTLE HEIGHTS MILITARY ACADEMY IN LEBANON TN, FUND THE COST OF...

TO MAINTAIN THE RUTHERFORD PARKS LIBRARY (NOW THE CHMA MUSEUM AND ARCHIVES), AND THE INGRAM ALUMNI HOUSE ON THE FORMER CAMPUS OF CASTLE HEIGHTS MILITARY ACADEMY IN LEBANON TN, FUND THE COST OF NEWSLETTERS TO ALUMNI, FUND THE ANNUAL SCHOLARSHIPS AWARDED FOR EDUCATION EXPENSES. CURRENTLY WE ANNUALLY AWARD THREE (3) $2,000 SCHOLARSHIPS AND ONE (1) $10,000 SCHOLARSHIP FOR A TOTAL OF $16,000.

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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 $55,326

Program Service Revenue $35,038

Investment Income $4,443

Other Revenue $0

TOTAL REVENUE $94,807

Expense Breakdown

Grants Paid $18,020

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,252

Other Expenses $70,558

TOTAL EXPENSES $88,578

Year-over-Year Comparison

	2024	2023	Change
Revenue	$94,807	$75,107	+0.3%
Expenses	$88,578	$75,282	+0.2%
Net Income	$6,229	$-175	-36.6%

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

N/A

Employees

N/A

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	Role	Reportable Comp	Other Comp	Total
ALLEN DAVIS	Director	Director	$0	$0	$0
DAVID HALE	Director	Director	$0	$0	$0
CHUCK LOWE	Director	Director	$0	$0	$0
TOM BRADLEY	Director	Director	$0	$0	$0
HARRY BRYAN JR	Director	Director	$0	$0	$0
RONDOL CARTWRIGHT	Director	Director	$0	$0	$0
ALLEN CHAMBERLAIN	Director	Director	$0	$0	$0
AMY BETH HALE	Director	Director	$0	$0	$0
KEN HALL	Vice President	Director	$0	$0	$0
JENNIFER FRANKLIN WINFREE	Director	Director	$0	$0	$0
TED LAVIT	Director	Director	$0	$0	$0
LARRY MCCOWN	Director	Director	$0	$0	$0
GARY MOOR	Director	Director	$0	$0	$0
PHILIP E PHILLIPS	Director	Director	$0	$0	$0
JERRY REAM	Director	Director	$0	$0	$0
CARLETON THACKSTON	Director	Director	$0	$0	$0
ROBERT HOSIER	President	Officer	$0	$0	$0
TINA DRNEK	Secretary	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	$94,807	$88,578	$771,016	$6,229
2024	$75,107	$75,282	$754,659	$-175
2023	$87,093	$88,301	$753,762	$-1,208
2022	$123,422	$75,989	$753,020	$47,433
2021	$65,429	$51,800	$705,587	$13,629
2020	$113,702	$79,224	$691,958	$34,478
2019	$66,302	$102,931	$657,480	$-36,629
2018	$55,157	$78,899	$694,109	$-23,742