Devereux Cleo Wallace Foundation c/o Devereux Foundation (EIN 742277635) - 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

1999

Legal Domicile

Principal Officer

Robert C Dunne

Phone

6105423065

Tax Period

2018-07-01 to 2019-06-30

Devereux Cleo Wallace Foundation c/o Devereux Foundation, founded in 1999, is a small nonprofit that reported $184K in total revenue in fiscal year 2018. Revenue surged 696% from the prior year, signaling strong growth momentum. The organization ran a surplus of $162K, a strong 88% operating margin.

Mission

Devereux Cleo Wallace Foundation was established as a supporting organization for Devereux Cleo Wallace and its therapeutic treatment programs.

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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 (2018)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $183,808

Other Revenue $0

TOTAL REVENUE $183,808

Expense Breakdown

Grants Paid $21,312

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $21,312

Other Expenses $0

TOTAL EXPENSES $21,312

Year-over-Year Comparison

	2018	2017	Change
Revenue	$183,808	$23,085	+7.0%
Expenses	$21,312	$39,561	-0.5%
Net Income	$162,496	$-16,476	-10.9%

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

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

$555,948

Total Directors

$1,238,380

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Robert C Dunne	Chair, Treasurer, Trustee	3.0	Officer Director	$0	$48,992	$475,506
John Krampf	Secretary, Trustee	3.0	Officer Director	$0	$158	$80,442
L Gail Atkinson	Trustee	3.0	Director	$0	$18,589	$304,888
Patricia Hillis Clark	Trustee	3.0	Director	$0	$10,130	$140,124
Margaret M McGill	Trustee	3.0	Director	$0	$0	$66,925
Perry W May	Executive Director	3.0	Director	$0	$10,676	$170,495

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
2019	$183,808	$21,312	No data	$162,496
2018	$23,085	$39,561	$947,000	$-16,476

Devereux Cleo Wallace Foundation c/o Devereux Foundation