JOHN WAYNE BIRTHPLACE SOCIETY (EIN 421207533) - 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

1983

Legal Domicile

Principal Officer

JOE ZUCKSCHWERDT

Phone

5154621044

Tax Period

2023-01-01 to 2023-12-31

JOHN WAYNE BIRTHPLACE SOCIETY, founded in 1983, is a small nonprofit that reported $691K in total revenue in fiscal year 2023. The organization ran a surplus of $215K, a strong 31% operating margin.

Mission

MAINTAIN AND OPERATE JOHN WAYNE BIRTHPLACE FOR PUBLIC ENJOYMENT AND APPRECIATION.

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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 $178,401

Program Service Revenue $350,992

Investment Income $5,317

Other Revenue $156,045

TOTAL REVENUE $690,755

Expense Breakdown

Grants Paid $4,245

Salaries & Benefits $186,246

Fundraising Expenses $69,269

Program Expenses $258,068

Other Expenses $285,196

TOTAL EXPENSES $475,687

Year-over-Year Comparison

	2023	2022	Change
Revenue	$690,755	$688,557	+0.0%
Expenses	$475,687	$468,711	+0.0%
Net Income	$215,068	$219,846	0.0%

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

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

$76,329

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN DOWNES	EXECUTIVE DI	40.00	Officer	$71,066	$5,263	$76,329
AISSA WAYNE CONRAD	DIRECTOR	1.00	Director	$0	$0	$0
PATRICK F CORKREAN	DIRECTOR	1.00	Director	$0	$0	$0
NANCY CORKREAN	DIRECTOR	1.00	Director	$0	$0	$0
RANDY LEE	DIRECTOR	1.50	Director	$0	$0	$0
JOHN REED	DIRECTOR	1.00	Director	$0	$0	$0
DAVID TRASK	DIRECTOR	1.00	Director	$0	$0	$0
DAVID LAGRANGE	DIRECTOR	1.50	Director	$0	$0	$0
ANDREW PATRICK NELSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRIS NOLTE	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL BLAKE	DIRECTOR	1.00	Director	$0	$0	$0
DAN BUSH	DIRECTOR	1.00	Director	$0	$0	$0
TOM MASS LEFT SEPT 2023	DIRECTOR	1.00	Director	$0	$0	$0
JOE ZUCKSCHWERDT	PRESIDENT	2.50	Officer Director	$0	$0	$0
JERRY PARKIN	VICE PRESIDE	1.50	Officer Director	$0	$0	$0
HEATHER RILEY	SECRETARY	2.00	Officer Director	$0	$0	$0
BECKY KILE	TREASURER	1.00	Officer 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	$690,755	$475,687	$4,613,050	$215,068
2022	$688,557	$468,711	$4,492,978	$219,846
2021	$975,166	$453,629	$4,074,777	$521,537
2020	$582,955	$411,551	$3,448,735	$171,404
2019	$591,218	$448,870	$3,277,224	$142,348
2018	$618,612	$442,493	$3,132,842	$176,119

JOHN WAYNE BIRTHPLACE SOCIETY