William Thomas Helton Memorial

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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

2002

Legal Domicile

Principal Officer

Phil Garner

Phone

9317225401

Tax Period

2024-07-01 to 2025-06-30

William Thomas Helton Memorial, founded in 2002, is a micro nonprofit in the Human Services sector that reported $2K in total revenue in fiscal year 2024. Revenue fell 91% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $1K, a strong 53% operating margin.

Mission

Assist Buffalo River Services Inc in providing services to disabled adults that are not paid for by governmental grants and service fee contracts.

Program Service Accomplishments

Program 1

Assist Buffalo River Services Inc in providing services to disabled adults that are not paid for by governmental grants and service fee contracts.

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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 (2024)

Revenue Breakdown

Contributions & Grants $1,250

Program Service Revenue $0

Investment Income $1,009

Other Revenue $0

TOTAL REVENUE $2,259

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,055

TOTAL EXPENSES $1,055

Year-over-Year Comparison

	2024	2023	Change
Revenue	$2,259	$25,810	-0.9%
Expenses	$1,055	$21	+49.2%
Net Income	$1,204	$25,789	-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

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
Robert Farris	Board member	001.00	Director	$0	$0	$0
Andrew Helton	Vice Chairperson	001.00	Director	$0	$0	$0
Roger Smith	Secr Treasurer	001.00	Director	$0	$0	$0
Joanie Daniel	Chairperson	001.00	Director	$0	$0	$0
Gaines Ramsey	Board member	001.00	Director	$0	$0	$0
Phil Garner	Excecutive director	001.00	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
2025	$2,259	$1,055	$277,041	$1,204
2024	$25,810	$21	$275,837	$25,789
2023	$100	$13,525	$250,048	$-13,425
2022	$11,802	$832	$263,473	$10,970
2021	$467	$11,027	$256,043	$-10,560
2020	$222,944	$46	$263,063	$222,898