OLD FORT MUSEUM ENDOWMENT TRUST

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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

CAROLINE SPEIR

Phone

4797837841

Tax Period

2023-07-01 to 2024-06-30

OLD FORT MUSEUM ENDOWMENT TRUST, founded in 1996, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $16K in total revenue in fiscal year 2023. Expenses of $146K exceeded revenue, resulting in a 793% operating deficit.

Mission

ENDOWMENT FUND FOR THE FORT SMITH MUSEUM OF HISTORY

Program Service Accomplishments

Program 1

Expenses: $146,122

CREATED FOR THE EXCLUSIVE PURPOSE OF AN ENDOWMENT FUND FOR THE BENEFIT OF THE FORT SMITH MUSEUM OF HISTORY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $16,358

Other Revenue $0

TOTAL REVENUE $16,358

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $146,122

Other Expenses $146,122

TOTAL EXPENSES $146,122

Year-over-Year Comparison

	2023	2022	Change
Revenue	$16,358	$15,962	+0.0%
Expenses	$146,122	$1,033	+140.5%
Net Income	$-129,764	$14,929	-9.7%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DANNY BAKER	VICE-PRESIDE	1.00	Officer Director	$0	$0	$0
DAVID BLOUNT	TRUSTEE	1.00	Director	$0	$0	$0
KATHLEEN CALDARERA	TRUSTEE	1.00	Director	$0	$0	$0
RENEE CARMAN	TRUSTEE	1.00	Director	$0	$0	$0
ED DEVERO	TRUSTEE	1.00	Director	$0	$0	$0
DUSTY DUKE	TRUSTEE	1.00	Director	$0	$0	$0
GARY DUKE	TRUSTEE	1.00	Director	$0	$0	$0
GALA FORSGREN	TRUSTEE	1.00	Director	$0	$0	$0
CHUCK GIRARD	TRUSTEE	1.00	Director	$0	$0	$0
GARY HUNT	PRESIDENT	1.00	Officer Director	$0	$0	$0
JENNIFER KELLY	TRUSTEE	1.00	Director	$0	$0	$0
DARLIN KIGHTLINGER	TRUSTEE	1.00	Director	$0	$0	$0
TODD LATTA	TRUSTEE	1.00	Director	$0	$0	$0
CLAUDE LEGRIS	TRUSTEE	1.00	Director	$0	$0	$0
BOB MARSH	TRUSTEE	1.00	Director	$0	$0	$0
MADELINE MARTINEZ	TRUSTEE	1.00	Director	$0	$0	$0
JAMIE MOORE	TRUSTEE	1.00	Director	$0	$0	$0
AARON NICKSON	TRUSTEE	1.00	Director	$0	$0	$0
DAVID ROBERTS	TRUSTEE	1.00	Director	$0	$0	$0
CYNTHIA ROCKWELL	TRUSTEE	1.00	Director	$0	$0	$0
WENDY SHARUM	SECRETARY	1.00	Officer Director	$0	$0	$0
MELISSA SHAW SIKES	TRUSTEE	1.00	Director	$0	$0	$0
ANTHONY SIMS	TRUSTEE	1.00	Director	$0	$0	$0
SCOTT STUBBLEFIELD	TRUSTEE	1.00	Director	$0	$0	$0
SAM TERRY	TREASURER	1.00	Officer Director	$0	$0	$0
HELEN ANN WHARTON	TRUSTEE	1.00	Director	$0	$0	$0
MARCUS WOODWARD	TRUSTEE	1.00	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
2025	No data	No data	No data	No data
2024	$16,358	$146,122	$756,952	$-129,764
2023	$15,962	$1,033	$770,287	$14,929
2022	$8,653	$1,131	$678,917	$7,522
2021	$9,506	$962	$731,511	$8,544
2020	$52,904	$108,560	$587,491	$-55,656
2019	$160,873	$10,542	$663,028	$150,331