WESTERN STATES TRAIL FOUNDATION (EIN 680009186) - 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

1956

Legal Domicile

Phone

5308237282

Tax Period

2024-10-01 to 2025-09-30

WESTERN STATES TRAIL FOUNDATION, founded in 1956, is a small nonprofit in the Recreation & Sports sector that reported $530K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $153K, a strong 29% operating margin.

Mission

TO PRESERVE AND PROMOTE THE HISTORIC WESTERN STATES PONY EXPRESS TRAIL

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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 $330,967

Program Service Revenue $215,212

Investment Income $86

Other Revenue $-16,375

TOTAL REVENUE $529,890

Expense Breakdown

Grants Paid $0

Salaries & Benefits $41,342

Fundraising Expenses $25,993

Program Expenses $316,964

Other Expenses $335,226

TOTAL EXPENSES $376,568

Year-over-Year Comparison

	2024	2023	Change
Revenue	$529,890	$425,204	+0.2%
Expenses	$376,568	$438,122	-0.1%
Net Income	$153,322	$-12,918	-12.9%

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

790

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
Jerry Wittenauer	Vice President	15.00	Officer Director	$0	$0	$0
Nicole Wertz	Vice President	10.00	Officer Director	$0	$0	$0
TONY BENEDETTI	President	10.00	Officer Director	$0	$0	$0
Crysta Turnage	Treasurer	3.00	Officer Director	$0	$0	$0
Lucy Trumbull	Director	3.00	Director	$0	$0	$0
Jenni Benedetti	Secretary	2.00	Officer Director	$0	$0	$0
Frank Crum	Director	2.00	Director	$0	$0	$0
Mike Pickett	Director	2.00	Director	$0	$0	$0
Kathie Perry	Director	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	$529,890	$376,568	$425,110	$153,322
2024	$425,204	$438,122	$277,401	$-12,918
2023	$400,731	$416,056	$301,238	$-15,325
2022	$340,735	$328,419	$272,818	$12,316
2021	$279,826	$335,027	$256,803	$-55,201
2019	$271,080	$238,639	$220,708	$32,441
2018	$220,422	$226,143	$215,435	$-5,721

WESTERN STATES TRAIL FOUNDATION