The Edith Bolling Wilson Birthplace Foundation (EIN 205726243) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2006

Legal Domicile

Phone

2762233484

Tax Period

2024-01-01 to 2024-12-31

The Edith Bolling Wilson Birthplace Foundation, founded in 2006, is a small nonprofit in the Arts, Culture & Humanities sector that reported $223K in total revenue in fiscal year 2024. Expenses of $199K left a modest 11% surplus.

Mission

TO HONOR THE APPALACHIAN HISTORY, LEADERSHIP, AND LEGACY OF FIRST LADY EDITH BOLLING WILSON THROUGH THE PRESERVATION AND INTERPRETATION OF HER LIFE AND BIRTHPLACE.

🔒

Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $205,454

Program Service Revenue $7,320

Investment Income $3,948

Other Revenue $6,504

TOTAL REVENUE $223,226

Expense Breakdown

Grants Paid $0

Salaries & Benefits $107,171

Fundraising Expenses $35,880

Program Expenses $40,113

Other Expenses $91,418

TOTAL EXPENSES $198,589

Year-over-Year Comparison

	2024	2023	Change
Revenue	$223,226	N/A	N/A
Expenses	$198,589	N/A	N/A
Net Income	$24,637	N/A	N/A

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALLYSON B WILLIAMS	BOARD MEMBER	1.00	Director	$0	$0	$0
ZACH COOLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
SCOT S FARTHING	BOARD MEMBER	1.00	Director	$0	$0	$0
CICELY R DUNFORD	BOARD MEMBER	1.00	Director	$0	$0	$0
SARAH KEEBLE	BOARD MEMBER	1.00	Director	$0	$0	$0
KIM HERNANDEZ	BOARD MEMBER	1.00	Director	$0	$0	$0
SHANE TERRY	BOARD MEMBER	1.00	Director	$0	$0	$0
JOEY WILKERSON	BOARD MEMBER	1.00	Director	$0	$0	$0
ANNE POWELL	CHAIR	2.00	Officer	$0	$0	$0
CAROLYN WARD	VICE CHAIR	2.00	Officer	$0	$0	$0
CAMERON BURTON	SECRETARY	2.00	Officer	$0	$0	$0
ANITA WAGNER	TREASURER	2.00	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
2024	$223,226	$198,589	$244,022	$24,637

The Edith Bolling Wilson Birthplace Foundation