THE KEY WEST HARRY S TRUMAN FOUNDATION INC (EIN 752979668) - 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

2002

Legal Domicile

Phone

3052928916

Tax Period

2024-01-01 to 2024-12-31

THE KEY WEST HARRY S TRUMAN FOUNDATION INC, founded in 2002, is a small nonprofit in the Arts, Culture & Humanities sector that reported $308K in total revenue in fiscal year 2024. Revenue fell 23% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $106K, a strong 34% operating margin.

Mission

To preserve Key Wests Little White House, Floridas only presidential museum, and programming that supports civic engagement, education, and the historic and cultural influences of the Truman era.

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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 $119,868

Program Service Revenue $173,799

Investment Income $959

Other Revenue $13,362

TOTAL REVENUE $307,988

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $201,883

Other Expenses $201,883

TOTAL EXPENSES $201,883

Year-over-Year Comparison

	2024	2023	Change
Revenue	$307,988	$400,631	-0.2%
Expenses	$201,883	$185,611	+0.1%
Net Income	$106,105	$215,020	-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
Edwin Swift III	Director	5.00	Director	$0	$0	$0
Chris Belland	Chairman	5.00	Officer Director	$0	$0	$0
Julio Torrado	Secretary	5.00	Officer Director	$0	$0	$0
Carol Hill	Director	5.00	Director	$0	$0	$0
Jeanna Garrido	Treasurer	5.00	Officer Director	$0	$0	$0
Curry Clinton	Other	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
2024	$307,988	$201,883	$948,527	$106,105
2023	$400,631	$185,611	$841,737	$215,020
2021	$303,442	$217,617	$492,427	$85,825
2020	$251,733	$140,875	$437,445	$110,858
2019	$208,532	$177,714	$288,434	$30,818
2018	$204,370	$231,733	$226,070	$-27,363

THE KEY WEST HARRY S TRUMAN FOUNDATION INC