ROSIE THE RIVETER TRUST (EIN 943335350) - 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

1999

Legal Domicile

Principal Officer

SARAH PRITCHARD

Phone

5105072276

Tax Period

2023-01-01 to 2023-12-31

ROSIE THE RIVETER TRUST, founded in 1999, is a small nonprofit in the Arts, Culture & Humanities sector that reported $884K in total revenue in fiscal year 2023. Revenue decreased 10% compared to the prior year. Expenses of $1.1M exceeded revenue, resulting in a 29% operating deficit.

Mission

ROSIE THE RIVETER TRUST IS THE OFFICIAL PHILANTHROPHIC PARTNER OF THE NATIONAL HISTORICAL PARK.

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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 $398,765

Program Service Revenue $208,144

Investment Income $16,056

Other Revenue $260,837

TOTAL REVENUE $883,802

Expense Breakdown

Grants Paid $143,832

Salaries & Benefits $405,082

Fundraising Expenses $62,601

Program Expenses $891,046

Other Expenses $588,159

TOTAL EXPENSES $1,137,073

Year-over-Year Comparison

	2023	2022	Change
Revenue	$883,802	$985,141	-0.1%
Expenses	$1,137,073	$932,828	+0.2%
Net Income	$-253,271	$52,313	-5.8%

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

$170,432

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LETITIA MOORE	PRESIDENT	4.00	Officer Director	$0	$0	$0
KYLE WICHELMANN	SECRETARY	4.00	Officer Director	$0	$0	$0
MICHELLE FADELLI	VICE PRESIDENT	4.00	Officer Director	$0	$0	$0
WARREN HARBER	TREASURER	4.00	Officer Director	$0	$0	$0
JANE BARTKE	BOARD MEMBER	2.00	Director	$0	$0	$0
TOM BUTT	BOARD MEMBER	2.00	Director	$0	$0	$0
DIANE HEDLER	BOARD MEMBER	2.00	Director	$0	$0	$0
SCOTT TANDY	BOARD MEMBER	2.00	Director	$0	$0	$0
MARK CAMERON	BOARD MEMBER	2.00	Director	$0	$0	$0
EBONY LEWIS	BOARD MEMBER	2.00	Director	$0	$0	$0
NICHOLAS TARG	BOARD MEMBER	2.00	Director	$0	$0	$0
SARAH PRITCHARD	EXECUTIVE DIRECTOR	40.00	Officer	$170,432	$0	$170,432

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	$883,802	$1,137,073	$6,625,993	$-253,271
2023	$873,835	$1,128,941	$6,636,142	$-255,106
2022	$985,141	$932,828	$6,865,120	$52,313
2021	$756,375	$748,910	$6,873,012	$7,465
2020	$532,854	$756,877	$6,910,134	$-224,023
2019	$564,353	$852,961	$6,992,166	$-288,608
2018	$617,097	$798,590	$7,285,714	$-181,493

ROSIE THE RIVETER TRUST