ANNA R WATERMAN TRUST UW 1700-0001001

EIN: 526625707 501(c)(3)

TULSA, OK

Total Revenue
$308,544
Total Expenses
$206,685
Total Assets
$5,544,157
Net Assets
$5,544,157
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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
1939
Legal Domicile
DC
Tax Period
2025-01-01 to 2025-12-31

ANNA R WATERMAN TRUST UW 1700-0001001, founded in 1939, is a small nonprofit that reported $309K in total revenue in fiscal year 2025. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $102K, a strong 33% operating margin.

Mission

SUPPORT FOR THE WATERMAN FUND C/O THE DENVER BAR ASSOCIATION

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $308,544
Other Revenue $0
TOTAL REVENUE $308,544

Expense Breakdown

Grants Paid $171,871
Salaries & Benefits $33,314
Fundraising Expenses $0
Program Expenses $171,871
Other Expenses $1,500
TOTAL EXPENSES $206,685

Year-over-Year Comparison

2025 2024 Change
Revenue $308,544 $254,223 +0.2%
Expenses $206,685 $186,351 +0.1%
Net Income $101,859 $67,872 +0.5%
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

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Governance

Voting Members
N/A
Independent Members
N/A
Employees
N/A
Volunteers
N/A

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
0
$0
Total Directors
1
$33,314
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE N/A
Director
$33,314 $0 $33,314
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 $308,544 $206,685 $5,544,157 $101,859
2024 $254,223 $186,351 $5,441,774 $67,872
2023 $176,233 $298,837 $5,380,853 $-122,604
2022 $228,750 $61,582 $5,508,327 $167,168
2021 $652,093 $304,764 $5,349,486 $347,329
2020 $141,497 $293,994 $5,004,761 $-152,497
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