CORPUS CHRISTI AREA HERITAGE SOCIETY (EIN 741502697) - Form 990 Financial Analysis & Trantor Score

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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

ROBIN DINN

Phone

3619926795

Tax Period

2018-05-01 to 2019-04-30

CORPUS CHRISTI AREA HERITAGE SOCIETY, founded in 1965, is a micro nonprofit that reported $67K in total revenue in fiscal year 2018. Revenue surged 87% from the prior year, signaling strong growth momentum. Net assets of $1.4M represent 244 months of operating reserves.

Mission

HISTORIC LANDMARK 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 (2018)

Revenue Breakdown

Contributions & Grants $13,842

Program Service Revenue $0

Investment Income $52,470

Other Revenue $697

TOTAL REVENUE $67,009

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $56,124

Other Expenses $66,909

TOTAL EXPENSES $66,909

Year-over-Year Comparison

	2018	2017	Change
Revenue	$67,009	$35,895	+0.9%
Expenses	$66,909	$60,127	+0.1%
Net Income	$100	$-24,232	-1.0%

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

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
JOAN SPRADLEY	PARLAMENTARI	N/A	Director	$0	$0	$0
TWOSY HAEGELIN	DIRECTOR	N/A	Director	$0	$0	$0
CANDY TRASK	DIRECTOR	N/A	Director	$0	$0	$0
SUE PITCAIRN	DIRECTOR	N/A	Director	$0	$0	$0
MARTHA SPEAR	PRESIDENT	N/A	Officer	$0	$0	$0
ROBIN DINN	1ST VP	N/A	Officer	$0	$0	$0
KATHY HOOPER	2ND VP	N/A	Officer	$0	$0	$0
MORGAN SPEAR	3RD VP	N/A	Officer	$0	$0	$0
KATHY WEMER	4TH VP	N/A	Officer	$0	$0	$0
TERI FICKEN	TREASURER/SE	N/A	Officer	$0	$0	$0
SANDRA LINDERMAN	RECORDING SE	N/A	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
2019	$67,009	$66,909	$1,364,391	$100

CORPUS CHRISTI AREA HERITAGE SOCIETY