Friends of Fort Davis National Historic Site Inc (EIN 742291985) - 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

1983

Legal Domicile

Principal Officer

Jerry Johnson

Phone

4324263224

Tax Period

2019-01-01 to 2019-12-31

Friends of Fort Davis National Historic Site Inc, founded in 1983, is a micro nonprofit that reported $4K in total revenue in fiscal year 2019. Revenue fell 49% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $3K, a strong 66% operating margin.

Mission

To Support the Fort Davis National Historic Site in its service to visitors and protection and conservation of the culture and natural resources. We create awareness of the unique features of the site, provide financial and promotional support and educational opportunities.

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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 (2019)

Revenue Breakdown

Contributions & Grants $3,908

Program Service Revenue $0

Investment Income $52

Other Revenue $0

TOTAL REVENUE $3,960

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,333

Other Expenses $1,333

TOTAL EXPENSES $1,333

Year-over-Year Comparison

	2019	2018	Change
Revenue	$3,960	$7,725	-0.5%
Expenses	$1,333	$9,587	-0.9%
Net Income	$2,627	$-1,862	-2.4%

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
Jerry Johnson	President/Treas	1.00	Director	$0	$0	$0
Ana Chandler	Secretary	1.00	Director	$0	$0	$0
Gregory Meads	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
2019	$3,960	$1,333	$54,569	$2,627
2018	$7,725	$9,587	$51,942	$-1,862

Friends of Fort Davis National Historic Site Inc