THE WOMAN'S CLUB OF FORT WORTH HISTORICAL PRESERVATION TRUST (EIN 756442771) - 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

1933

Legal Domicile

Principal Officer

CAROL TAYLOR

Phone

8173353525

Tax Period

2023-06-01 to 2024-05-31

THE WOMAN'S CLUB OF FORT WORTH HISTORICAL PRESERVATION TRUST, founded in 1933, is a small nonprofit in the Arts, Culture & Humanities sector that reported $134K in total revenue in fiscal year 2023. Revenue fell 40% from the prior year — a significant decline worth monitoring. Expenses of $121K left a modest 10% surplus.

Mission

THE PRESERVATION OF THE HISTORICAL AND ARCHITECTURAL SIGNIFICANCE OF THE BUILDINGS AND PROPERTIES OF THE WOMAN'S CLUB OF FORT WORTH, INC.

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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 (2023)

Revenue Breakdown

Contributions & Grants $78,395

Program Service Revenue $0

Investment Income $55,809

Other Revenue $0

TOTAL REVENUE $134,204

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $101,692

Other Expenses $120,719

TOTAL EXPENSES $120,719

Year-over-Year Comparison

	2023	2022	Change
Revenue	$134,204	$222,177	-0.4%
Expenses	$120,719	$210,908	-0.4%
Net Income	$13,485	$11,269	+0.2%

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
MARTHA LUNDAY	PRESIDENT	1.00	Officer Director	$0	$0	$0
ANNETTE BLASCHKE	VICE PRESIDE	1.00	Officer Director	$0	$0	$0
CAROL TAYLOR	TREASURER	3.00	Officer Director	$0	$0	$0
JAMIE PEEBLES	SECRETARY	0.50	Officer Director	$0	$0	$0
PAM POTEET	TRUSTEE	0.50	Director	$0	$0	$0
SUSAN HOYT	TRUSTEE	0.50	Director	$0	$0	$0
BRANDY DERRICK	TRUSTEE	0.50	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	No data	No data	No data	No data
2024	$134,204	$120,719	$2,318,829	$13,485
2023	$222,279	$199,631	$2,143,817	$22,648
2022	$370,542	$192,252	$2,129,243	$178,290
2021	$259,178	$113,501	$2,080,823	$145,677

THE WOMAN'S CLUB OF FORT WORTH HISTORICAL PRESERVATION TRUST