Overmountain Victory Trail Association

Nonprofit profile at a glance

EIN
621074440
IRS 990-EZ coverage
2021–2025
Forms available
Form 990 2015, Form 990-EZ 2025, Form 990-N 2014
Location
Bristol, TN, USA
Phone
4233668639
Rating
86
Verdict
STRONG
Rating confidence
Moderate
Sector
Historical Societies, Related Historical Activities

Official website

Reported finances

Revenue
$176,314
Expenses
$150,403
Assets
$230,508
Liabilities
$138,540

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

21 people listed

Executive titles in this filing

  • David Doan (President)
  • R G Absher (Vice President)

People named in this filing

  • David Doan (President)
  • R G Absher (Vice President)
  • Mark Anthony (Secretary)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

Protect, Preserve and Interpret the Route of the Overmountain Men and their mission to Kings Mountain along the 330-mile corridor of the Overmountain Victory National Historic Trail, part of the National Park System.

What it reported doing in 2025

During 2025, the Overmountain Victory Trail Association presented the Story of the Overmountain Men and their victory over British Major Ferguson and his Tory army on October 7, 1780 350+ times to 11610 youth and 20707 adults, and produced videos and social media viewed by over 100000. Approximately 16575 hours were volunteered, with a value of $576,479. Preserve, Protect and Interpret the Route of the Overmountain Men. HUZZAH America 250!

Operating model

Revenue model
Mixed. Its operating money came from several sources; no one source provided a clear majority.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Liabilities are high compared with assets.

Rating breakdown

  • Financial Efficiency: 91
  • Transparency & Controls: 82
  • Sustainability: 60
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 85.5%; rating input score 86
  • Program expense ratio: 100%; rating input score 100

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 14.7%; rating input score 64; 64th percentile among comparable filings
  • Total-asset coverage ratio: 1.53; rating input score 72; 72nd percentile among comparable filings
  • Liabilities to assets ratio: 0.6; rating input score 7; 7th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings

Growth

  • Program expense growth: 2% per year; rating input score 100; 35th percentile among comparable filings
  • Revenue growth: 4.4% per year; rating input score 100; 41st percentile among comparable filings
  • Asset growth: 12.8% per year; rating input score 100; 66th percentile among comparable filings

Details

  • Where the money goes: 85.5% of revenue deployed · 100% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 1 filed program accomplishment · $150K in reported program spending
  • Leadership: top reported pay $0 · 21 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 5 filing years from 2021 to 2025
  • Contacts: How to reach this organization
  • Money network: 3 filed money-flow records
  • Related organizations: Filed and resolved organization relationships.
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Sustainability: Liabilities to assets ratio scored 7/100.