THE WALLACE TRUST

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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

2016

Legal Domicile

Principal Officer

PAUL BEIDEMAN

Phone

6109422880

Tax Period

2022-09-01 to 2023-08-31

THE WALLACE TRUST, founded in 2016, is a small nonprofit in the Environment sector that reported $332K in total revenue in fiscal year 2022. Revenue surged 3020545% from the prior year, signaling strong growth momentum. The organization ran a surplus of $310K, a strong 93% operating margin.

Mission

TO PROMOTE THE CONSERVATION OF NATIONAL LANDS IN WALLACE TOWNSHIP THROUGH EDUCATION, ACQUISITION OF PROPERTY AND PLACEMENT OF LAND UNDER CONSERVATION EASEMENT

Program Service Accomplishments

Program 1

Expenses: $21,435

TO PROMOTE THE CONSERVATION OF NATIONAL LANDS IN WALLACE TOWNSHIP THROUGH EDUCATION, ACQUISITION OF PROPERTY AND PLACEMENT OF LAND UNDER CONSERVATION EASEMENT

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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 (2022)

Revenue Breakdown

Contributions & Grants $328,000

Program Service Revenue $0

Investment Income $4,271

Other Revenue $0

TOTAL REVENUE $332,271

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,435

Other Expenses $22,460

TOTAL EXPENSES $22,460

Year-over-Year Comparison

	2022	2021	Change
Revenue	$332,271	$11	+30205.5%
Expenses	$22,460	$2,850	+6.9%
Net Income	$309,811	$-2,839	-110.1%

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

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
BARBARA D'ANGELO	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEFF CAMP	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
PAUL BEIDEMAN	TREASURER	1.00	Officer Director	$0	$0	$0
THOMAS MCCLUNG	DIRECTOR	1.00	Director	$0	$0	$0
JANET GRASHOF	DIRECTOR	1.00	Director	$0	$0	$0
CAROL MACKRELL	DIRECTOR	1.00	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
2023	$332,271	$22,460	$424,666	$309,811