Will Rogers Memorial Foundation (EIN 731073408) - 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

2011

Legal Domicile

Principal Officer

Dave Chaussard

Phone

9183438118

Tax Period

2025-01-01 to 2025-12-31

Will Rogers Memorial Foundation, founded in 2011, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $275K in total revenue in fiscal year 2025. Revenue fell 28% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $88K, a strong 32% operating margin.

Mission

Support Will Rogers Memorial Museums

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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 $157,093

Program Service Revenue $0

Investment Income $118,124

Other Revenue $0

TOTAL REVENUE $275,217

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $182,363

Other Expenses $187,103

TOTAL EXPENSES $187,103

Year-over-Year Comparison

	2025	2024	Change
Revenue	$275,217	$381,234	-0.3%
Expenses	$187,103	$218,165	-0.1%
Net Income	$88,114	$163,069	-0.5%

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
DaveChaussard	President	1.00	Director	$0	$0	$0
Crystal Campbell	Director	0.25	Director	$0	$0	$0
Harriet Kuykendall	Secretary	0.25	Director	$0	$0	$0
Terry Chase	Treasurer	1.00	Director	$0	$0	$0
James Waldo	Director	0.25	Director	$0	$0	$0
John Cary	Director	1.00	Director	$0	$0	$0
Mary Statton	Director	0.25	Director	$0	$0	$0
Steve Gragert	Director	0.25	Director	$0	$0	$0
Philip Hixon	Director	0.25	Director	$0	$0	$0
David Sigmon	Director	0.25	Director	$0	$0	$0
Weldon Watson	Director	0.25	Director	$0	$0	$0
Paula Cagigal	Vice President	0.25	Director	$0	$0	$0
Tom Volturo	Treasurer	0.50	Director	$0	$0	$0
Steve Burrus	Director	0.25	Director	$0	$0	$0
Jennifer Rogers	Director	2.00	Director	$0	$0	$0
Jerrilee Mosier	Director	0.25	Director	$0	$0	$0
Keith Austin	Director	0.25	Director	$0	$0	$0
Jeff Howell	Director	0.25	Director	$0	$0	$0
Dave Faulkner	Director	0.25	Director	$0	$0	$0
Terri Peters	Secretary	0.50	Director	$0	$0	$0
Adrienne West	Director	0.50	Director	$0	$0	$0
Todd Vradenburg	Director	0.25	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	$275,217	$187,103	$3,206,522	$88,114
2024	No data	No data	No data	No data
2023	$2,916,854	$318,834	$2,959,014	$2,598,020

Will Rogers Memorial Foundation