DeWolf Kellogg Trust (EIN 237437974) - 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

1974

Legal Domicile

Principal Officer

Janelle Vanasse

Phone

9075648204

Tax Period

2023-11-01 to 2024-10-31

DeWolf Kellogg Trust, founded in 1974, is a micro nonprofit that reported $7K in total revenue in fiscal year 2023. The organization ran a surplus of $4K, a strong 60% operating margin.

Mission

SOLICIT DONATIONS AND MANAGE ASSETS FOR THE BENEFIT OF ALASKA PACIFIC UNIVERSITY.

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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 $0

Program Service Revenue $0

Investment Income $3,573

Other Revenue $3,727

TOTAL REVENUE $7,300

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $0

Other Expenses $2,898

TOTAL EXPENSES $2,898

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,300	$-71,504	-1.1%
Expenses	$2,898	$505,001	-1.0%
Net Income	$4,402	$-576,505	-1.0%

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

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

$278,784

Total Directors

$278,784

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Janelle Vanasse	Secretary	0.1	Officer Director	$0	$39,153	$278,784
Dr Tina Woods	Chair	0.2	Officer Director	$0	$0	$0
Trigg Davis	Director	0.1	Director	$0	$0	$0
Prudence Kluckhohn	Director in Perpetuity	0.1	Director	$0	$0	$0
Bill Cramp	Director in Perpetuity	0.2	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
2024	$7,300	$2,898	$1,286,652	$4,402
2023	$-71,504	$505,001	$1,249,328	$-576,505
2022	$-30,692	$5,610	$1,801,236	$-36,302
2021	$-193,266	$4,926	$1,815,100	$-198,192
2020	$27,772	$61,443	$2,025,131	$-33,671
2019	$20,791	$8,728	$2,045,749	$12,063
2018	$800,385	$34,271	$2,033,795	$766,114

DeWolf Kellogg Trust