THE JOSEPH & LORRAINE STOTLAND CHARITABLE TRUST (EIN 026184974) - 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

2007

Legal Domicile

Principal Officer

THE BRYN MAWR TRUST CO

Phone

7175205674

Tax Period

2023-01-01 to 2023-12-31

THE JOSEPH & LORRAINE STOTLAND CHARITABLE TRUST, founded in 2007, is a small nonprofit in the Health Care sector that reported $393K in total revenue in fiscal year 2023. Revenue surged 47% from the prior year, signaling strong growth momentum. The organization ran a surplus of $118K, a strong 30% operating margin.

Mission

TRUST QUALIFIES AS A SUPPORTING ORGANIZATION. ENTIRE NET INCOME IS DISTRIBUTED TO DEBORAH HOSPITAL FOUNDATION. DISTRIBUTIONS OR GRANTS TO OTHERS, EXCEPT FOR THE SUBSTITUTE BENEFICIARY IN THE EVENT DEBORAH HOSPITAL FOUNDATION CEASES TO EXIST OR FAILS TO QUALIFY UNDER IRS 501(C)(3), ARE NOT PERMITTED.

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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 $0

Program Service Revenue $0

Investment Income $393,227

Other Revenue $0

TOTAL REVENUE $393,227

Expense Breakdown

Grants Paid $227,726

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $227,726

Other Expenses $47,676

TOTAL EXPENSES $275,402

Year-over-Year Comparison

	2023	2022	Change
Revenue	$393,227	$267,407	+0.5%
Expenses	$275,402	$276,252	0.0%
Net Income	$117,825	$-8,845	-14.3%

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

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
JOSEPH R MANNI	TRUSTEE	2.00	Director	$0	$0	$0
N/A	TRUSTEE	8.00		$46,338	$0	$46,338

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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$393,227	$275,402	$4,685,018	$117,825
2022	$267,407	$276,252	$4,567,193	$-8,845
2021	$855,986	$267,072	$4,576,038	$588,914
2020	$287,302	$249,844	$3,987,124	$37,458
2019	$156,626	$239,059	$3,949,666	$-82,433
2018	$235,547	$239,835	$4,032,099	$-4,288

THE JOSEPH & LORRAINE STOTLAND CHARITABLE TRUST