FORT WALLACE MEMORIAL ASSOCIATION (EIN 480805473) - 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

1927

Legal Domicile

Principal Officer

JAYNE HUMPHREY PEARCE

Phone

7858913564

Tax Period

2024-01-01 to 2024-12-31

FORT WALLACE MEMORIAL ASSOCIATION, founded in 1927, is a small nonprofit that reported $178K in total revenue in fiscal year 2024. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $152K left a modest 15% surplus.

Mission

DISSEMINATING AND PRESERVING HISTORIC DATA OF THE REGION

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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 $124,363

Program Service Revenue $20,546

Investment Income $9,180

Other Revenue $23,655

TOTAL REVENUE $177,744

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,273

Fundraising Expenses $0

Program Expenses $151,670

Other Expenses $117,442

TOTAL EXPENSES $151,715

Year-over-Year Comparison

	2024	2023	Change
Revenue	$177,744	$144,342	+0.2%
Expenses	$151,715	$153,850	0.0%
Net Income	$26,029	$-9,508	-3.7%

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

100

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
DARIUS BUSSEN	DIRECTOR	8.00	Director	$0	$0	$0
LARRY EBERLE	DIRECTOR	15.00	Director	$0	$0	$0
DEBRA FISCHER	TREASURER	20.00	Officer Director	$0	$0	$0
SHERREL HARRISON	SECRETARY	4.00	Officer Director	$0	$0	$0
LYNN KIRKHAM	DIRECTOR	15.00	Director	$0	$0	$0
JAYNE HUMPHREY PEARCE	PRESIDENT	20.00	Officer Director	$0	$0	$0
JD PERRY	VICE PRESIDE	6.00	Officer Director	$0	$0	$0
DARRELL SCHEMM	DIRECTOR	1.00	Director	$0	$0	$0
BRENDA TROPF	DIRECTOR	4.00	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
2024	$177,744	$151,715	$1,389,852	$26,029
2023	$144,342	$153,850	$1,374,147	$-9,508
2022	$182,696	$148,620	$1,333,229	$34,076
2021	$204,842	$140,766	$1,316,770	$64,076
2020	$136,224	$98,687	$1,258,564	$37,537
2019	$115,530	$107,756	$1,224,434	$7,774
2018	$131,425	$116,351	$1,199,517	$15,074

FORT WALLACE MEMORIAL ASSOCIATION