Western States Trail Endowment Fund (EIN 680470208) - 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

2000

Legal Domicile

Phone

5304772005

Tax Period

2025-01-01 to 2025-12-31

Western States Trail Endowment Fund, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $81K in total revenue in fiscal year 2025. Expenses of $92K exceeded revenue, resulting in a 13% operating deficit.

Mission

The organization was created as a supporting organization for the Western States Trail Foundation. Its main purpose is to manage the endowment fund for use in the charitable purposes of the Western States Trail, such as preservation and maintenance of the historic 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 (2025)

Revenue Breakdown

Contributions & Grants $52,020

Program Service Revenue $0

Investment Income $29,320

Other Revenue $0

TOTAL REVENUE $81,340

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $87,673

Other Expenses $91,902

TOTAL EXPENSES $91,902

Year-over-Year Comparison

	2025	2024	Change
Revenue	$81,340	$78,289	+0.0%
Expenses	$91,902	$45,059	+1.0%
Net Income	$-10,562	$33,230	-1.3%

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

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
Tony Benedetti	Director	1.00	Director	$0	$0	$0
Mike Pickett	Treasurer	2.00	Officer Director	$0	$0	$0
Jerry Wittenauer	President	2.00	Officer Director	$0	$0	$0
Frank Crum	Director	1.00	Director	$0	$0	$0
Marisa Dardi	Director	1.00	Director	$0	$0	$0
Roxanne Greene	Director	1.00	Director	$0	$0	$0
Crysta Turnage	Secretary	1.00	Officer Director	$0	$0	$0
Jeff Herten	Director	1.00	Director	$0	$0	$0
Kathie Perry	Vice President	1.00	Officer 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	$81,340	$91,902	$895,870	$-10,562
2024	$78,289	$45,059	$834,605	$33,230
2023	$7,426	$113,103	$767,532	$-105,677
2022	$-37,703	$89,685	$801,630	$-127,388
2021	$135,665	$15,684	$993,251	$119,981
2020	$82,025	$13,972	$880,023	$68,053
2019	$55,076	$20,178	$826,202	$34,898
2018	$24,627	$42,018	$754,624	$-17,391

Western States Trail Endowment Fund