William A and Genevieve H Strong Foundation Trust (EIN 206045536) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2004

Legal Domicile

Principal Officer

Betty Jane Strong

Phone

8705357617

Tax Period

2023-01-01 to 2023-12-31

William A and Genevieve H Strong Foundation Trust, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $44K in total revenue in fiscal year 2020. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $146K exceeded revenue, resulting in a 233% operating deficit.

Mission

The Foundation manages funds contributed by donors and makes direct grants to qualifying organizations exempt under 26 USC 501 (C)(3) as described in the Trust agreement and determined appropriate by the Foundation Trust Committee

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Trantor Score

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

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $55,994

Other Revenue $0

TOTAL REVENUE $55,994

Expense Breakdown

Grants Paid $200,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $200,000

Other Expenses $32,845

TOTAL EXPENSES $232,845

Year-over-Year Comparison

	2023	2022	Change
Revenue	$55,994	$339,156	-0.8%
Expenses	$232,845	$164,221	+0.4%
Net Income	$-176,851	$174,935	-2.0%

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

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
Annette S Kline	Trustee	0.00	Director	$0	$0	$0
Genevieve H Strong	Director	0.00	Director	$0	$0	$0
Betty Jane Strong	Trustee	10.00	Director	$0	$0	$0
Bridgett Wagner	Director	0.00	Director	$0	$0	$0
Morton C Blackwell	Director	0.00	Director	$0	$0	$0
Scott Walker	Director	0.00	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$55,994	$232,845	$1,942,869	$-176,851
2022	$339,156	$164,221	$1,947,267	$174,935
2021	$113,727	$146,114	$2,258,187	$-32,387
2020	$43,769	$145,567	$2,120,251	$-101,798

William A and Genevieve H Strong Foundation Trust