Fort Walla Walla Museum Walla Walla Valley Historical Society (EIN 916070983) - 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

1957

Legal Domicile

Principal Officer

Anne Haley

Phone

5095257703

Tax Period

2023-01-01 to 2023-12-31

Fort Walla Walla Museum Walla Walla Valley Historical Society, founded in 1957, is a small nonprofit that reported $755K in total revenue in fiscal year 2023. Revenue surged 23% from the prior year, signaling strong growth momentum. Expenses of $645K left a modest 15% surplus.

Mission

TO ASSIST THE GROWTH AND PRESERVATION OF THE HISTORY OF THE WALLA WALLA VALLEY

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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 $541,921

Program Service Revenue $90,738

Investment Income $18,633

Other Revenue $103,696

TOTAL REVENUE $754,988

Expense Breakdown

Grants Paid $0

Salaries & Benefits $404,487

Fundraising Expenses $25,186

Program Expenses $537,673

Other Expenses $240,962

TOTAL EXPENSES $645,449

Year-over-Year Comparison

	2023	2022	Change
Revenue	$754,988	$611,870	+0.2%
Expenses	$645,449	$643,622	+0.0%
Net Income	$109,539	$-31,752	-4.4%

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

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
James H Payne	Executive Director	39.00		$103,318	$0	$103,318
Robert King	Director	1.00	Director	$0	$0	$0
Mike Denny	Director	1.00	Director	$0	$0	$0
Mark Klicker	Director	1.00	Director	$0	$0	$0
Dee Ann Beaulaurier	Director	1.00	Director	$0	$0	$0
Debbie Dumont	Director	1.00	Director	$0	$0	$0
Gary Ponti	Director	1.00	Director	$0	$0	$0
Jim Peterson	Director	1.00	Director	$0	$0	$0
Anne Haley	President	1.00	Officer	$0	$0	$0
Nancy Riggle	Vice President	1.00	Officer	$0	$0	$0
Joanne Martin	Secretary	1.00	Officer	$0	$0	$0
Jock Edwards	Treasurer	1.00	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
2024	No data	No data	No data	No data
2023	$754,988	$645,449	$3,007,293	$109,539
2022	$611,870	$643,622	$2,831,308	$-31,752
2021	$678,855	$536,704	$2,942,695	$142,151
2020	$387,805	$539,494	$2,806,327	$-151,689
2019	$451,606	$544,523	$2,740,246	$-92,917
2018	$622,153	$719,425	$2,833,810	$-97,272

Fort Walla Walla Museum Walla Walla Valley Historical Society