WYUKA HISTORICAL FOUNDATION (EIN 470823689) - 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

1996

Legal Domicile

Principal Officer

MARY SPENCER

Phone

4022692877

Tax Period

2019-01-01 to 2019-12-31

WYUKA HISTORICAL FOUNDATION, founded in 1996, is a small nonprofit in the Arts, Culture & Humanities sector that reported $494K in total revenue in fiscal year 2019. Expenses of $462K left a modest 6% surplus.

Mission

SUPPORTS HISTORICAL WYUKA CEMETARY

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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 (2019)

Revenue Breakdown

Contributions & Grants $494,212

Program Service Revenue $0

Investment Income $114

Other Revenue $0

TOTAL REVENUE $494,326

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $460,024

Other Expenses $462,390

TOTAL EXPENSES $462,390

Year-over-Year Comparison

	2019	2018	Change
Revenue	$494,326	N/A	N/A
Expenses	$462,390	N/A	N/A
Net Income	$31,936	N/A	N/A

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
DIANE BARTELS	VICE PRESIDENT	2.00	Officer	$0	$0	$0
MARY SPENCER	TREASURER	2.00	Officer	$0	$0	$0
PHYLLIS ACKLIE	DIRECTOR	2.00	Director	$0	$0	$0
TIM KEELAN	DIRECTOR	2.00	Director	$0	$0	$0
BOB FITZSIMMONS	TRUSTEE	2.00	Director	$0	$0	$0
LLOYD HINKLEY	TRUSTEE	2.00	Director	$0	$0	$0
FAYE OSBORN	TRUSTEE	2.00	Director	$0	$0	$0
JOYCE PECK	DIRECTOR	2.00	Director	$0	$0	$0
JEFF SCHUMACHER	DIRECTOR	2.00	Director	$0	$0	$0
GREG OSBORN	DIRECTOR	2.00	Director	$0	$0	$0
SANDI FABRY	DIRECTOR	2.00	Director	$0	$0	$0
ANNIE MCKINNEY	DIRECTOR	2.00	Director	$0	$0	$0
STEVE PEREGRINE	PRESIDENT	2.00	Officer	$0	$0	$0
JENNIFER SCOTTER	SECRETARY	2.00	Director	$0	$0	$0
SHALLA YOUNG	DIRECTOR	2.00	Director	$0	$0	$0
RON BUSCH	TRUSTEE	2.00	Director	$0	$0	$0
RYAN OESTMANN	TRUSTEE	2.00	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
2019	$494,326	$462,390	$85,229	$31,936

WYUKA HISTORICAL FOUNDATION