WARD HALL PRESERVATION FOUNDATION (EIN 841669127) - 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

Principal Officer

RON D BRYANT

Phone

8598799393

Tax Period

2024-01-01 to 2024-12-31

WARD HALL PRESERVATION FOUNDATION is a micro nonprofit in the Arts, Culture & Humanities sector that reported $60K in total revenue in fiscal year 2024. Revenue fell 50% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $22K, a strong 36% operating margin.

Mission

ACQUIRE AND MAINTAIN A HISTORICALLY SIGNIFICANT STRUCTURE IN SCOTT COUNTY, KENTUCKY.

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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 $34,151

Program Service Revenue $25,631

Investment Income $346

Other Revenue $0

TOTAL REVENUE $60,128

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $38,538

Other Expenses $38,538

TOTAL EXPENSES $38,538

Year-over-Year Comparison

	2024	2023	Change
Revenue	$60,128	$119,447	-0.5%
Expenses	$38,538	$137,345	-0.7%
Net Income	$21,590	$-17,898	-2.2%

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

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
LINDSEY APPLE	DIRECTOR	N/A	Director	$0	$0	$0
TOMMY DRUEN	DIRECTOR	N/A	Director	$0	$0	$0
MARY KAIN	DIRECTOR	N/A	Director	$0	$0	$0
SHIRL MARKS	DIRECTOR	N/A	Director	$0	$0	$0
MIKE MARSHALL	DIRECTOR	N/A	Director	$0	$0	$0
MEGAN MCEUEN	DIRECTOR	N/A	Director	$0	$0	$0
RON D BRYANT	PRESIDENT	N/A	Officer	$0	$0	$0
ANNE PARKER	TREASURER	N/A	Officer	$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	$60,128	$38,538	$1,233,751	$21,590
2023	$119,447	$137,345	$1,212,161	$-17,898
2022	$81,092	$54,430	$1,230,059	$26,662
2021	$57,699	$47,728	$1,203,397	$9,971
2020	$30,238	$27,747	$1,193,426	$2,491
2019	$46,560	$42,389	$1,190,935	$4,171
2018	$47,536	$38,143	$1,186,764	$9,393

WARD HALL PRESERVATION FOUNDATION