TRUST UWO AGNES V SULLIVAN C/O EAR… - Form 990 Financial Data

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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

Principal Officer

EARL S CARREL

Tax Period

2025-01-01 to 2025-12-31

TRUST UWO AGNES V SULLIVAN C/O EARL S CARREL is a small nonprofit that reported $215K in total revenue in fiscal year 2025. Revenue surged 244% from the prior year, signaling strong growth momentum. The organization ran a surplus of $131K, a strong 61% operating margin.

Mission

THE EDUCATION OF THE SISTERS OF MERCY.

Program Service Accomplishments

Program 1

Expenses: $83,488

ALL NET INCOME REQUIRED TO BE DISTRIBUTED TO THE SISTERS OF MERCY NORTHEAST COMMUNITY TO BE USED PRIMARILY FOR EDUCATION OF THE SISTERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $214,891

Other Revenue $0

TOTAL REVENUE $214,891

Expense Breakdown

Grants Paid $56,079

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $83,488

Other Expenses $27,409

TOTAL EXPENSES $83,488

Year-over-Year Comparison

	2025	2024	Change
Revenue	$214,891	$62,440	+2.4%
Expenses	$83,488	$76,559	+0.1%
Net Income	$131,403	$-14,119	-10.3%

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

N/A

Independent Members

N/A

Employees

N/A

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
EARL S CARREL	TRUSTEE	N/A	Director	$0	$0	$0
SR ELLEN KURTZ RSM	TRUSTEE	N/A	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
2025	$214,891	$83,488	$1,706,514	$131,403
2024	$62,440	$76,559	$1,575,111	$-14,119
2023	$193,384	$61,571	$1,589,230	$131,813
2022	$99,427	$59,845	$1,457,417	$39,582
2021	$133,907	$59,574	$1,417,835	$74,333
2020	$102,416	$55,967	$1,343,502	$46,449
2019	$93,213	$56,543	$1,297,053	$36,670
2018	$150,586	$65,898	$1,260,383	$84,688

TRUST UWO AGNES V SULLIVAN C/O EARL S CARREL