Wright Dunbar Inc (EIN 311700009) - 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

2001

Legal Domicile

Principal Officer

Harry Seifert

Phone

9374430249

Tax Period

2023-01-01 to 2023-12-31

Wright Dunbar Inc, founded in 2001, is a small nonprofit in the Community Improvement sector that reported $614K in total revenue in fiscal year 2023. Revenue decreased 12% compared to the prior year. Expenses of $743K exceeded revenue, resulting in a 21% operating deficit.

Mission

To promote the protection, use & historic preservation of Third Streets traditional commercial area.

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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 $185,192

Program Service Revenue $0

Investment Income $0

Other Revenue $428,615

TOTAL REVENUE $613,807

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $666,713

Other Expenses $742,555

TOTAL EXPENSES $742,555

Year-over-Year Comparison

	2023	2022	Change
Revenue	$613,807	$697,213	-0.1%
Expenses	$742,555	$861,445	-0.1%
Net Income	$-128,748	$-164,232	-0.2%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Harry Seifert	Chair	2.00	Officer Director	$0	$0	$0
Jim Johnson	Trustee	2.00	Director	$0	$0	$0
Mary Mathews	Secretary	2.00	Officer Director	$0	$0	$0
David Clapper	Treasurer	2.00	Officer Director	$0	$0	$0
Willis Bing Davis	Trustee	2.00	Director	$0	$0	$0
Karla Garrett Harshaw	Trustee	2.00	Director	$0	$0	$0
John Gower	Trustee	2.00	Director	$0	$0	$0
Jeff Jackson	Trustee	2.00	Director	$0	$0	$0
Amanda Wright Lane	Trustee	2.00	Director	$0	$0	$0
Sue McGatha	Trustee	2.00	Director	$0	$0	$0
Judge Walter H Rice	Trustee	2.00	Director	$0	$0	$0
Dan Sadlier	Trustee	2.00	Director	$0	$0	$0
Kendell Thompson	Trustee	2.00	Director	$0	$0	$0
Mackensie Wittmer	Trustee	2.00	Director	$0	$0	$0
Richard Wright	Trustee	2.00	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
2024	No data	No data	No data	No data
2023	$613,807	$742,555	$5,168,610	$-128,748
2022	$697,213	$861,445	$5,414,113	$-164,232
2021	$579,146	$639,375	$5,637,164	$-60,229
2020	$472,118	$567,629	$5,608,672	$-95,511
2019	$481,236	$1,316,575	$5,891,132	$-835,339
2018	$445,055	$426,979	$6,546,048	$18,076

Wright Dunbar Inc