FRIENDS OF THE NATIONAL WORLD WAR II MEMORIAL INC (EIN 134358477) - 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

2007

Legal Domicile

Principal Officer

HOLLY ROTONDI

Phone

2026752017

Tax Period

2024-01-01 to 2024-12-31

FRIENDS OF THE NATIONAL WORLD WAR II MEMORIAL INC, founded in 2007, is a community nonprofit in the Arts, Culture & Humanities sector that reported $8.3M in total revenue in fiscal year 2024. Revenue surged 199% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.4M, a strong 77% operating margin.

Mission

TEACHING THE LESSONS OF YESTERDAY TO UNITE THE GENERATIONS OF TOMORROW.

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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 $7,726,835

Program Service Revenue $355,064

Investment Income $168,646

Other Revenue $0

TOTAL REVENUE $8,250,545

Expense Breakdown

Grants Paid $0

Salaries & Benefits $591,091

Fundraising Expenses $228,903

Program Expenses $1,568,573

Other Expenses $1,238,566

TOTAL EXPENSES $1,873,247

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,250,545	$2,756,921	+2.0%
Expenses	$1,873,247	$2,231,639	-0.2%
Net Income	$6,377,298	$525,282	+11.1%

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

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

$267,541

Total Directors

$267,541

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOSIAH BUNTING III	CHAIRMAN EMERITUS	2.00	Officer Director	$0	$0	$0
LT GEN MICHAEL G DANA USMC RET	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT BOHANNON	DIRECTOR	2.00	Director	$0	$0	$0
RADM JOHN BITOFF USN RET	DIRECTOR	2.00	Director	$0	$0	$0
LISA PUCILLO	DIRECTOR	2.00	Director	$0	$0	$0
VADM JOHN A BALDWIN USNRET	DIRECTOR	2.00	Director	$0	$0	$0
KENNETH TERRY	DIRECTOR	2.00	Director	$0	$0	$0
LTG CLAUDE MICK KICKLIGHTER USA R	DIRECTOR	2.00	Director	$0	$0	$0
CATHY MARTINE DOLECKI	DIRECTOR	2.00	Director	$0	$0	$0
LYNN MCMAHON	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT PECK	DIRECTOR	2.00	Director	$0	$0	$0
ELLIOTT TOBY ROOSEVELT III	DIRECTOR	2.00	Director	$0	$0	$0
ODEH L STEVENS	DIRECTOR	2.00	Director	$0	$0	$0
SARA GREER DENT	DIRECTOR	2.00	Director	$0	$0	$0
HOLLY ROTONDI	EXECUTIVE DIRECTOR	40.00	Officer Director	$247,300	$20,241	$267,541
RUTH E RODGERS	SECRETARY/TREASURER	5.00	Officer Director	$0	$0	$0
JANE WI DROPPA	CHAIRMAN	2.00	Officer Director	$0	$0	$0
ALEX KERSHAW	FRIENDS' RESIDENT HISTORIA	40.00	Highest	$200,000	$19,889	$219,889

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
2024	$8,250,545	$1,873,247	$11,066,755	$6,377,298
2023	$2,756,921	$2,231,639	$4,709,223	$525,282
2022	$2,303,291	$1,681,567	$6,115,920	$621,724
2021	$2,868,907	$1,881,060	$5,762,394	$987,847
2020	$2,821,609	$1,206,977	$4,687,360	$1,614,632
2019	$881,304	$1,522,467	$3,064,498	$-641,163
2018	$1,941,097	$1,407,492	$3,509,076	$533,605

FRIENDS OF THE NATIONAL WORLD WAR II MEMORIAL INC