WALLACE CHRISTMAS FUND (EIN 853709016) - 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

2020

Legal Domicile

Phone

2085120504

Tax Period

2020-01-01 to 2020-12-31

WALLACE CHRISTMAS FUND, founded in 2020, is a small nonprofit in the Community Improvement sector that reported $213K in total revenue in fiscal year 2020. The organization ran a surplus of $182K, a strong 85% operating margin.

Mission

To assist needy families in the Wallace Idaho area

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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 (2020)

Revenue Breakdown

Contributions & Grants $205,319

Program Service Revenue $0

Investment Income $17

Other Revenue $7,927

TOTAL REVENUE $213,263

Expense Breakdown

Grants Paid $3,050

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,584

Other Expenses $28,534

TOTAL EXPENSES $31,584

Year-over-Year Comparison

	2020	2019	Change
Revenue	$213,263	N/A	N/A
Expenses	$31,584	N/A	N/A
Net Income	$181,679	N/A	N/A

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
SCOTT FENN	President	2.00	Officer Director	$0	$0	$0
JAE JEAN ACHORD	Sec. Treas Dir.	2.00	Officer Director	$0	$0	$0
AMY LYNN	Director	2.00	Officer Director	$0	$0	$0
DENNIS OBRIEN	Director	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
2020	$213,263	$31,584	$181,679	$181,679

WALLACE CHRISTMAS FUND