Warren J Rives Jr Memorial Irrevoc… - Form 990 Financial Data

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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

1991

Legal Domicile

Phone

3368813300

Tax Period

2023-01-01 to 2023-12-31

Warren J Rives Jr Memorial Irrevocable Trust, founded in 1991, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $22K in total revenue in fiscal year 2023. Net assets of $596K represent 329 months of operating reserves.

Mission

To provide funds to purchase necessary equipment for the benefit of heart attack victims and their families.

Program Service Accomplishments

Program 1

Expenses: $21,798 Revenue: $21,723

PROVIDED EQUIPMENT FOR HEART ATTACK VICTIMS THROUGH CONTRIBUTIONS TO HPRHS DEVELOPMENT/HEART STRIDES.

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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 $21,723

Other Revenue $0

TOTAL REVENUE $21,723

Expense Breakdown

Grants Paid $14,298

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,798

Other Expenses $7,500

TOTAL EXPENSES $21,798

Year-over-Year Comparison

	2023	2022	Change
Revenue	$21,723	$21,028	+0.0%
Expenses	$21,798	$23,038	-0.1%
Net Income	$-75	$-2,010	-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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Dr James Hoekstra	Trustee	5.0	Director	$0	$0	$0
Gurney Sparky Stroud	Foundation Board Chair	5.0	Director	$0	$0	$0
Jefferson H Rives	Trustee	5.0	Director	$0	$0	$0
Royster Tucker	Hospital Board Chair	5.0	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	No data	No data	No data	No data
2023	$21,723	$21,798	$597,001	$-75
2022	$21,028	$23,038	$596,602	$-2,010
2021	$90,732	$21,619	$598,334	$69,113
2020	$16,426	$23,415	$529,500	$-6,989
2019	$33,463	$19,900	$536,476	$13,563
2018	$16,020	$19,015	$522,971	$-2,995

Warren J Rives Jr Memorial Irrevocable Trust