FRIENDS OF OLD FORT STEVENS

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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

1979

Legal Domicile

Principal Officer

DIANE FORST

Phone

5038612000

Tax Period

2023-01-01 to 2023-12-31

FRIENDS OF OLD FORT STEVENS, founded in 1979, is a small nonprofit that reported $141K in total revenue in fiscal year 2023. Revenue decreased 13% compared to the prior year. Net assets of $350K represent 30 months of operating reserves.

Mission

THE MISSION OF THE FRIENDS OF OLD FORT STEVENS IS TO PRESERVE, IMPROVE, RESTORE, INTERPRET, AND PROMOTE HISTORIC FORT STEVENS AND ITS ENVIRONMENT IN COOPERATION WITH THE OREGON STATE PARKS AND RECREATION DEPARTMENT.

Program Service Accomplishments

Program 1

Expenses: $56,939 Revenue: $125,541

THE FRIENDS GROUP CONDUCTED SPECIAL EVENTS COMMEMORATING HISTORICAL MILITARY ACTIONS,PURCHASED MUSEUM PIECES, MAINTAINED THE MILITARY CEMETERY, AND PURCHASED ITEMS WHICH WERE DONATED TO THE FORT TO...

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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 $13,809

Program Service Revenue $47,487

Investment Income $1,208

Other Revenue $78,054

TOTAL REVENUE $140,558

Expense Breakdown

Grants Paid $0

Salaries & Benefits $34,496

Fundraising Expenses $0

Program Expenses $56,939

Other Expenses $117,452

TOTAL EXPENSES $151,948

Year-over-Year Comparison

	2023	2022	Change
Revenue	$140,558	$161,214	-0.1%
Expenses	$151,948	$106,840	+0.4%
Net Income	$-11,390	$54,374	-1.2%

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

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

$29,413

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DIANE FORST	PRESIDENT	3.00	Officer Director	$0	$0	$0
KAMI ALLEN	SECRETARY	1.00	Officer Director	$0	$0	$0
DAVID LINDSTROM	TREASURER	1.00	Officer Director	$0	$0	$0
AMAYA ALLEN	STORE MANAGER	30.00	Director	$29,413	$0	$29,413
TERESA BUCKMEIR	BOARD MEMBER	1.00	Officer 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	No data	No data	No data	No data
2023	$140,558	$151,948	$351,184	$-11,390
2022	$161,214	$106,840	$361,330	$54,374
2021	$154,327	$136,966	$308,242	$17,361
2020	$79,615	$95,033	$290,796	$-15,418
2019	$168,375	$139,260	$306,308	$29,115
2018	$160,259	$145,833	$277,002	$14,426