JAMES WHITES FORT (EIN 620843399) - 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

1959

Legal Domicile

Phone

8655256514

Tax Period

2024-01-01 to 2024-12-31

JAMES WHITES FORT, founded in 1959, is a small nonprofit in the Arts, Culture & Humanities sector that reported $211K in total revenue in fiscal year 2024. The organization ran a surplus of $104K, a strong 50% operating margin.

Mission

TO MAINTAIN A HISTORIC SITE

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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 $159,936

Program Service Revenue $40,056

Investment Income $10,769

Other Revenue $0

TOTAL REVENUE $210,761

Expense Breakdown

Grants Paid $0

Salaries & Benefits $66,958

Fundraising Expenses $0

Other Expenses $39,325

TOTAL EXPENSES $106,283

Year-over-Year Comparison

	2024	2023	Change
Revenue	$210,761	N/A	N/A
Expenses	$106,283	N/A	N/A
Net Income	$104,478	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

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

$33,715

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SAM MAYNARD	Trustee	30.00	Director	$33,715	$0	$33,715
CHRISTOPHER SMITH	President	1.00	Officer Director	$0	$0	$0
STACI DAGANHARDT	Vice President	1.00	Director	$0	$0	$0
RON LEE	Treasurer	1.00	Director	$0	$0	$0
MELINDA JAMES	Director	1.00	Director	$0	$0	$0
VICKIE LAWSON	Director	1.00	Director	$0	$0	$0
JOHN ROSSON JR	Director	1.00	Director	$0	$0	$0
MARY LOU TEAGUE	Director	1.00	Director	$0	$0	$0
DEBORA MCMILLAN	Director	1.00	Director	$0	$0	$0
BRENDA HAYES ASBURY	Director	1.00	Director	$0	$0	$0
JEANIE HOOVER	Director	1.00	Director	$0	$0	$0
JOHN DAVID CURRY	Director	1.00	Director	$0	$0	$0
PEARL DORSEY	Director	1.00	Director	$0	$0	$0
RICK STAPLES	Trustee	1.00	Director	$0	$0	$0
MARCUS SCOTT	Trustee	1.00	Director	$0	$0	$0
ALAN WILLIAMS	Trustee	1.00	Director	$0	$0	$0
GRIFFIN WITT	Trustee	1.00	Director	$0	$0	$0
JOHN A HINKLE	Secretary	1.00	Officer	$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	$210,761	$106,283	$587,820	$104,478
2022	$391,665	$210,484	$511,141	$181,181

JAMES WHITES FORT