WILL MAYFIELD HERITAGE FOUNDATION INC (EIN 431894376) - 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

2000

Legal Domicile

Principal Officer

EVA DUNN

Phone

5732380424

Tax Period

2023-01-01 to 2023-12-31

WILL MAYFIELD HERITAGE FOUNDATION INC, founded in 2000, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $382K in total revenue in fiscal year 2023. Revenue fell 965% from the prior year — a significant decline worth monitoring.

Mission

MUSEUM FACILITY/ CULTURAL CENTER

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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 $1,279

Program Service Revenue $0

Investment Income $-383,279

Other Revenue $0

TOTAL REVENUE $-382,000

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $17,664

Other Expenses $17,664

TOTAL EXPENSES $17,664

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-382,000	$44,147	-9.7%
Expenses	$17,664	$28,640	-0.4%
Net Income	$-399,664	$15,507	-26.8%

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

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
EVA DUNN	PRESIDENT	5.00	Officer Director	$0	$0	$0
LISA SANTI	SECRETARY	5.00	Officer Director	$0	$0	$0
PAULETTE MUNGLE	TREASURER	5.00	Officer Director	$0	$0	$0
SHEILA PORTER	DIRECTOR	5.00	Director	$0	$0	$0
JEANIE LAYTON	DIRECTOR/ASSISTANT SECRETARY	5.00	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
2023	$-382,000	$17,664	$245,771	$-399,664
2022	$44,147	$28,640	$645,435	$15,507
2021	$12,692	$63,540	$659,557	$-50,848
2020	$25,116	$45,607	$713,157	$-20,491
2019	$1,424	$45,661	$721,811	$-44,237
2018	$11,391	$44,684	$767,687	$-33,293

WILL MAYFIELD HERITAGE FOUNDATION INC