ARNOLD & WINNIE PALMER FOUNDATION INC (EIN 465468220) - 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

2014

Legal Domicile

Principal Officer

BRIAN BATTLES

Phone

4078768057

Tax Period

2022-07-01 to 2023-06-30

ARNOLD & WINNIE PALMER FOUNDATION INC, founded in 2014, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.0M in total revenue in fiscal year 2022. Revenue fell 64% from the prior year — a significant decline worth monitoring. Net assets of $24.7M represent 99 months of operating reserves.

Mission

THE ORGANIZATION'S MISSION IS TO PROMOTE YOUTH CHARACTER DEVELOPMENT, CHILDREN'S HEALTH, ENVIRONMENTAL STEWARDSHIP AND WELL-BEING WHILE ALSO PRESERVING, ENHANCING AND PROMOTING THE LEGACY OF ARNOLD PALMER IN GOLF AND AMERICAN HISTORY AND SHARING IT WITH THE PUBLIC AS A PRACTICAL AND INSPIRATIONAL COMPONENT OF THE CHARITABLE AND EDUCATIONAL PILLARS OF THE FOUNDATION.

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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 (2022)

Revenue Breakdown

Contributions & Grants $2,398,495

Program Service Revenue $0

Investment Income $593,438

Other Revenue $0

TOTAL REVENUE $2,991,933

Expense Breakdown

Grants Paid $565,749

Salaries & Benefits $602,656

Fundraising Expenses $511,213

Program Expenses $1,093,959

Other Expenses $2,017,541

TOTAL EXPENSES $3,185,946

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,991,933	$8,247,696	-0.6%
Expenses	$3,185,946	$2,538,854	+0.3%
Net Income	$-194,013	$5,708,842	-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

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

$519,708

Total Directors

$519,708

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
AMY SAUNDERS	DIRECTOR	1.00	Director	$0	$0	$0
DAVID BARGER	DIRECTOR	1.00	Director	$0	$0	$0
KEN BOEHNER	BOARD CHAIR	13.00	Officer Director	$173,236	$0	$519,708
DAVID NORMOYLE	DIRECTOR	1.00	Director	$0	$0	$0
DAVID ROEMER	DIRECTOR	1.00	Director	$0	$0	$0
IAN PATTINSON	DIRECTOR	1.00	Director	$0	$0	$0
BRIAN BATTLES	TREASURER	5.00	Officer	$0	$0	$0
KRISTIN RAYMOND	SECRETARY	5.00	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
2024	No data	No data	No data	No data
2023	$2,991,933	$3,185,946	$25,123,622	$-194,013
2022	$8,247,696	$2,538,854	$24,791,336	$5,708,842
2021	$2,603,528	$3,084,902	$20,742,397	$-481,374
2020	$2,294,079	$2,542,986	$19,030,478	$-248,907
2019	$2,587,424	$1,869,646	$19,677,675	$717,778

ARNOLD & WINNIE PALMER FOUNDATION INC