HISTORIC FOURTH WARD SCHOOL FOUNDATION (EIN 880463462) - 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

2000

Legal Domicile

Principal Officer

Theodora Stefu

Phone

7758470975

Tax Period

2024-01-01 to 2024-12-31

HISTORIC FOURTH WARD SCHOOL FOUNDATION, founded in 2000, is a small nonprofit in the Arts, Culture & Humanities sector that reported $400K in total revenue in fiscal year 2024. Revenue fell 32% from the prior year — a significant decline worth monitoring. Net assets of $3.1M represent 94 months of operating reserves.

Mission

To connect people to the relevance and importance of the Comstock story through its authentic preservation, interactive exhibitions, interpretive programs, and archival research center.

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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 $295,923

Program Service Revenue $77,665

Investment Income $2,366

Other Revenue $24,187

TOTAL REVENUE $400,141

Expense Breakdown

Grants Paid $0

Salaries & Benefits $157,808

Fundraising Expenses $36,604

Program Expenses $309,097

Other Expenses $256,827

TOTAL EXPENSES $414,635

Year-over-Year Comparison

	2024	2023	Change
Revenue	$400,141	$586,254	-0.3%
Expenses	$414,635	$367,476	+0.1%
Net Income	$-14,494	$218,778	-1.1%

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

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

$73,987

Total Directors

$73,987

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Theodora Stefu	Executive Director	040.00	Officer Director	$73,987	$0	$73,987
Margo Memmott	President	002.00	Director	$0	$0	$0
Candace Pitts	Secretary	001.00	Director	$0	$0	$0
Ron Gallagher	Vice President	001.00	Director	$0	$0	$0
Sharon Snell	Treasurer	001.00	Director	$0	$0	$0
Pete Leonard	Director	001.00	Director	$0	$0	$0
Clay Mitchel	Director	001.00	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	$400,141	$414,635	$3,123,599	$-14,494
2023	$586,254	$367,476	$3,139,709	$218,778
2022	$507,450	$371,226	$2,921,594	$136,224
2021	$459,182	$323,660	$2,785,652	$135,522
2020	$196,295	$247,464	$2,647,465	$-51,169
2019	$357,201	$286,706	$2,699,470	$70,495
2018	$226,210	$269,162	$2,628,139	$-42,952

HISTORIC FOURTH WARD SCHOOL FOUNDATION