AUTAUGA COUNTY HERITAGE 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

1976

Legal Domicile

Principal Officer

KENNETH D EDGEWORTH

Phone

3343610961

Tax Period

2023-01-01 to 2023-12-31

AUTAUGA COUNTY HERITAGE ASSOCIATION, founded in 1976, is a small nonprofit that reported $133K in total revenue in fiscal year 2023. Revenue surged 35% from the prior year, signaling strong growth momentum. The organization ran a surplus of $34K, a strong 25% operating margin.

Mission

HISTORIC PRESERVATION IN AUTAUGA COUNTY, ALABAMA

Program Service Accomplishments

Program 1

Expenses: $58,795 Revenue: $0

PRESERVATION AND OPERATION OF HISTORIC STRUCTURES

Program 2

Expenses: $0 Revenue: $0

COLLECTIONS, ORGANIZATION AND PROTECTION OF DOCUMENTS RELATED TO THE HISTORY OF AUTAUGA COUNTY

Program 3

Expenses: $0 Revenue: $0

EDUCATION OF THE GENERAL PUBLIC REGARDING HISTORIC PRESERVATION

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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 $98,043

Program Service Revenue $0

Investment Income $1,113

Other Revenue $34,010

TOTAL REVENUE $133,166

Expense Breakdown

Grants Paid $0

Salaries & Benefits $8,466

Fundraising Expenses $0

Program Expenses $58,795

Other Expenses $90,996

TOTAL EXPENSES $99,462

Year-over-Year Comparison

	2023	2022	Change
Revenue	$133,166	$98,861	+0.3%
Expenses	$99,462	$56,188	+0.8%
Net Income	$33,704	$42,673	-0.2%

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
KENNETH D EDGEWORTH	PRESIDENT	1.00	Officer Director	$0	$0	$0
WAYNE LAMBERT	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
CODY DAUGHTRY	TREASURER	1.00	Officer Director	$0	$0	$0
DR TOM MILLER	SECRETARY	1.00	Officer Director	$0	$0	$0
ANN BOUTWELL	HISTORIAN	1.00	Officer Director	$0	$0	$0
MELANIE CHAMBLISS	DIRECTOR	0.30	Director	$0	$0	$0
MATT HOLTZSCHER	PAST PRESIDENT	0.30	Director	$0	$0	$0
MERRILL CARTER	DIRECTOR	0.30	Officer Director	$0	$0	$0
GARY WHITESIDE	DIRECTOR	0.30	Director	$0	$0	$0
MARGIE FALLEN	DIRECTOR	0.30	Director	$0	$0	$0
ELANDRA JACKSON	DIRECTOR	0.30	Director	$0	$0	$0
PRECIOUS FRITZ	DIRECTOR	0.30	Director	$0	$0	$0
JEREMY D DAY	DIRECTOR	0.30	Director	$0	$0	$0
TERRY YOUNG	DIRECTOR	0.30	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
2023	$133,166	$99,462	$981,083	$33,704
2022	$98,861	$56,188	$948,772	$42,673
2021	$73,875	$33,707	$905,209	$40,168
2020	$88,071	$89,855	$825,428	$-1,784
2019	$30,286	$38,310	$827,454	$-8,024
2018	$58,806	$35,065	$955,893	$23,741