DELAWARE NATIONAL BANK TTEE WALTER RICH (EIN 822224586) - 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

2018

Legal Domicile

Phone

8553633544

Tax Period

2024-01-01 to 2024-12-31

DELAWARE NATIONAL BANK TTEE WALTER RICH, founded in 2018, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $28K in total revenue in fiscal year 2024. Revenue surged 126% from the prior year, signaling strong growth momentum. The organization ran a surplus of $9K, a strong 31% operating margin.

Mission

TO MAINTAIN AN ENDOWMENT FUND SOLELY AND EXCLUSIVELY FOR THE BENEFIT OF THE FRANKLIN RAILROAD COMMUNITY MUSEUM. TO CONDUCT, MAINTAIN, PROMOTE, DEVELOP AND SUPPORT ITS CHARITABLE ACTIVITIES INCLUDING PROTECTION OF ITS HISTORICAL BUILDINGS AND COLLECTIONS.

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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 $0

Program Service Revenue $0

Investment Income $27,691

Other Revenue $0

TOTAL REVENUE $27,691

Expense Breakdown

Grants Paid $15,344

Salaries & Benefits $3,071

Fundraising Expenses $0

Program Expenses $15,344

Other Expenses $640

TOTAL EXPENSES $19,055

Year-over-Year Comparison

	2024	2023	Change
Revenue	$27,691	$12,270	+1.3%
Expenses	$19,055	$17,767	+0.1%
Net Income	$8,636	$-5,497	-2.6%

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

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN CAMPBELL	PRESIDENT	N/A	Director	$0	$0	$0
TOM WORDEN	VICE PRESIDENT	N/A	Director	$0	$0	$0
KIM HYZER	SECRETARY	N/A	Director	$0	$0	$0
CHRIS DOWING	VICE PRESIDENT	N/A	Director	$0	$0	$0
SUE TAGGERT	TREASURER	N/A	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	$27,691	$19,055	$519,125	$8,636
2023	$12,270	$17,767	$510,832	$-5,497
2022	$17,687	$15,762	$520,273	$1,925
2021	$22,856	$13,320	$511,059	$9,536
2020	$13,563	$13,870	$501,782	$-307
2019	$13,852	$15,167	$503,175	$-1,315
2018	$514,372	$9,882	$504,490	$504,490

DELAWARE NATIONAL BANK TTEE WALTER RICH