The William Rockhill Nelson Trust (EIN 440558499) - 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

1914

Legal Domicile

Phone

8167510417

Tax Period

2024-05-01 to 2025-04-30

The William Rockhill Nelson Trust, founded in 1914, is a small nonprofit in the Arts, Culture & Humanities sector that reported $999K in total revenue in fiscal year 2024. Expenses of $1.9M exceeded revenue, resulting in a 92% operating deficit.

Mission

THE TRUST WAS CREATED TO ACQUIRE WORKS OF ART TO BE EXHIBITED FOR THE DELECTATION AND ENJOYMENT OF THE PUBLIC IN BUILDINGS PROVIDED FOR THAT PURPOSE.

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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 $0

Program Service Revenue $0

Investment Income $999,032

Other Revenue $0

TOTAL REVENUE $999,032

Expense Breakdown

Grants Paid $1,914,476

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,914,476

Other Expenses $4,307

TOTAL EXPENSES $1,918,783

Year-over-Year Comparison

	2024	2023	Change
Revenue	$999,032	$937,554	+0.1%
Expenses	$1,918,783	$1,945,336	0.0%
Net Income	$-919,751	$-1,007,782	-0.1%

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

$981,080

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EVELYN CRAFT BELGER	BOARD CHAIR	0.3	Officer Director	$0	$0	$0
RAMON MURGUIA	BOARD SECRETARY	0.3	Officer Director	$0	$0	$0
SANDRA A J LAWRENCE	BOARD TREASURER	0.3	Officer Director	$0	$0	$0
ALEJANDRO SANCHEZ ALVARADO	TRUSTEE	0.3	Director	$0	$0	$0
ANDREA FEINBERG	TRUSTEE	0.3	Director	$0	$0	$0
ANN KAUFMANN BAUM	TRUSTEE	0.3	Director	$0	$0	$0
BILL GAUTREAUX	TRUSTEE	0.3	Director	$0	$0	$0
BILL LYONS	TRUSTEE	0.3	Director	$0	$0	$0
DON HALL JR	TRUSTEE	0.3	Director	$0	$0	$0
DR VALERIE E CHOW	TRUSTEE	0.3	Director	$0	$0	$0
GREG MADAY	TRUSTEE	0.3	Director	$0	$0	$0
KENT SUNDERLAND	TRUSTEE	0.3	Director	$0	$0	$0
LEO MORTON	TRUSTEE	0.3	Director	$0	$0	$0
LEWIS GREGORY	TRUSTEE	0.3	Director	$0	$0	$0
MARK O'CONNELL	TRUSTEE	0.3	Director	$0	$0	$0
MARNY SHERMAN	TRUSTEE	0.3	Director	$0	$0	$0
NEIL KARBANK	TRUSTEE	0.3	Director	$0	$0	$0
PAUL DEBRUCE	TRUSTEE	0.3	Director	$0	$0	$0
PETE BROWNE	TRUSTEE	0.3	Director	$0	$0	$0
RAMIN CHERAFAT	TRUSTEE	0.3	Director	$0	$0	$0
RICHARD C GREEN	TRUSTEE	0.3	Director	$0	$0	$0
SCOTT FRANCIS	TRUSTEE	0.3	Director	$0	$0	$0
SHIRLEY HELZBERG	TRUSTEE	0.3	Director	$0	$0	$0
STEVE MCDOWELL	TRUSTEE	0.3	Director	$0	$0	$0
SUSAN CHAMBERS	TRUSTEE	0.3	Director	$0	$0	$0
TIM DUNN	TRUSTEE	0.3	Director	$0	$0	$0
JULIAN ZUGAZAGOITIA	DIRECTOR/CEO	1.0	Officer	$0	$159,652	$981,080

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	$999,032	$1,918,783	$83,351,780	$-919,751
2024	$937,554	$1,945,336	$74,362,641	$-1,007,782
2023	$925,312	$1,904,629	$71,433,454	$-979,317
2023	$925,312	$1,904,629	$71,433,454	$-979,317
2022	$660,875	$1,773,788	$70,163,621	$-1,112,913
2021	$448,861	$1,800,948	$72,806,845	$-1,352,087
2020	$2,373,936	$1,963,813	$62,007,980	$410,123
2019	$2,222,353	$1,951,589	$66,845,030	$270,764

The William Rockhill Nelson Trust