FORT CONCHO FOUNDATION

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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

1976

Legal Domicile

Principal Officer

CAROL HARRISON

Phone

3254812646

Tax Period

2024-10-01 to 2025-09-30

FORT CONCHO FOUNDATION, founded in 1976, is a small nonprofit that reported $107K in total revenue in fiscal year 2024. Revenue surged 85% from the prior year, signaling strong growth momentum. The organization ran a surplus of $57K, a strong 54% operating margin.

Mission

RESTORATION OF STABLES, ACQUISITION OF NEW MULES, CHIRSTMAS CELEBRATION AND NORMAL OPERATIONS AND RELATED PROJECTS.

Program Service Accomplishments

Program 1

Expenses: $47,692

PURCHASE RESTORATION ITEMS INCLUDING BOOKS, WHEELS AND UNIFORMS, CAVALRY EVENT AND CAMPAIGN STUDY

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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 $72,330

Program Service Revenue $0

Investment Income $33,490

Other Revenue $800

TOTAL REVENUE $106,620

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,692

Other Expenses $49,438

TOTAL EXPENSES $49,438

Year-over-Year Comparison

	2024	2023	Change
Revenue	$106,620	$57,776	+0.8%
Expenses	$49,438	$38,467	+0.3%
Net Income	$57,182	$19,309	+2.0%

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
CAROL HARRISON	PRESIDENT	5.00	Officer Director	$0	$0	$0
GREG STEPHENS	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
DEE JAY WILDE	SECRETARY	1.00	Officer Director	$0	$0	$0
DANA GRAY	TREASURER	1.00	Officer Director	$0	$0	$0
KATHY KEANE	MEMBER	1.00	Director	$0	$0	$0
JAMES DUSEK	MEMBER	1.00	Director	$0	$0	$0
STAN MEADOR	MEMBER	1.00	Director	$0	$0	$0
MARK PRIEST	MEMBER	1.00	Director	$0	$0	$0
ROBERT BLUTHARDT	LIASON	0.00	Director	$0	$0	$0
LORI BARTON	MEMBER	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	$106,620	$49,438	$1,166,778	$57,182
2024	$57,077	$37,767	$1,072,741	$19,310
2023	$45,512	$54,850	$968,207	$-9,338
2022	$131,701	$35,963	$938,341	$95,738
2021	$68,653	$34,174	$946,634	$34,479
2020	$195,821	$123,877	$864,998	$71,944
2019	$253,656	$115,434	$792,362	$138,222