HISTORIC PULLMAN FOUNDATION (EIN 237281625) - 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

1973

Legal Domicile

Principal Officer

ROBERT MONTGOMERY

Phone

7737858181

Tax Period

2023-10-01 to 2024-09-30

HISTORIC PULLMAN FOUNDATION, founded in 1973, is a small nonprofit in the Arts, Culture & Humanities sector that reported $747K in total revenue in fiscal year 2023. Revenue decreased 7% compared to the prior year. Expenses of $826K exceeded revenue, resulting in a 11% operating deficit.

Mission

Serves as the official non-profit partner of Pullman Historical National Park, providing support as needed, including historic property restoration & preservation and public awareness in Pullmans rich history.

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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 (2023)

Revenue Breakdown

Contributions & Grants $627,565

Program Service Revenue $90,612

Investment Income $4,707

Other Revenue $23,679

TOTAL REVENUE $746,563

Expense Breakdown

Grants Paid $0

Salaries & Benefits $226,437

Fundraising Expenses $77,630

Program Expenses $584,901

Other Expenses $599,123

TOTAL EXPENSES $825,560

Year-over-Year Comparison

	2023	2022	Change
Revenue	$746,563	$801,410	-0.1%
Expenses	$825,560	$697,113	+0.2%
Net Income	$-78,997	$104,297	-1.8%

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

100

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
JULIAN JACKSON	FORMER EXECUTIVE DIRECTOR	40.00		$144,000	$16,500	$160,500
CYNTHIA MARTIN-MCMAHON	Treasurer	5.00	Officer Director	$0	$0	$0
MARIA HIBBS	President	5.00	Officer Director	$0	$0	$0
RICHARD WILSON	1ST VP	5.00	Officer Director	$0	$0	$0
NATASHIA HOLMES	2ND VP	5.00	Officer Director	$0	$0	$0
DOUG DAVIDSON	Secretary	5.00	Officer Director	$0	$0	$0
JOSEPH SZABO	PRES. EMERITUS	5.00	Officer Director	$0	$0	$0
FRED ASH	Director	5.00	Director	$0	$0	$0
JIM BADALI	Director	5.00	Director	$0	$0	$0
ROBERT BUSHWALLER	Director	5.00	Director	$0	$0	$0
COLLEEN CALLAHAN	Director	5.00	Director	$0	$0	$0
KELWIN HARRIS	Director	5.00	Director	$0	$0	$0
PAT MAHON	Director	5.00	Director	$0	$0	$0
ANGELA MANNING-HARDIMON	Director	5.00	Director	$0	$0	$0
MIKE MATEJKA	Director	5.00	Director	$0	$0	$0
LYNN MCCLURE	Director	5.00	Director	$0	$0	$0
LAURA RUIZ-STEPHAN	Director	5.00	Director	$0	$0	$0
ERIC THOMPSON	Director	5.00	Director	$0	$0	$0
ROBERT MONTGOMERY	Executive Dir.	40.00	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	$746,563	$825,560	$1,570,760	$-78,997
2023	$801,410	$697,113	$1,634,568	$104,297
2023	$810,909	$706,611	$1,634,569	$104,298
2022	$629,543	$529,640	$1,505,904	$99,903
2021	$770,960	$579,903	$1,457,889	$191,057
2020	$83,830	$188,200	$1,226,179	$-104,370
2019	$94,153	$140,120	$1,354,503	$-45,967
2018	$99,479	$149,830	$1,400,030	$-50,351

HISTORIC PULLMAN FOUNDATION