FREDERICK M COON TUW FBO FAHC ETAL TRUST (EIN 036006252) - 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

1952

Legal Domicile

Phone

8026601494

Tax Period

2024-01-01 to 2024-12-31

FREDERICK M COON TUW FBO FAHC ETAL TRUST, founded in 1952, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $15K in total revenue in fiscal year 2024. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6K, a strong 39% operating margin.

Mission

The Trust limits its distributions to the University of Vermont Medical Center and the Howard Center, Inc., for charitable purposes as described in section 501(c)(3) of the Internal Revenue Code. The University of Vermont Medical Center and the Howard Center, Inc. are the successors of the charitable beneficiaries named in Part VI, Paragraph Five of the last will and testament.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $15,197

Other Revenue $0

TOTAL REVENUE $15,197

Expense Breakdown

Grants Paid $4,528

Salaries & Benefits $3,897

Fundraising Expenses $0

Program Expenses $4,528

Other Expenses $855

TOTAL EXPENSES $9,280

Year-over-Year Comparison

	2024	2023	Change
Revenue	$15,197	$8,721	+0.7%
Expenses	$9,280	$9,260	+0.0%
Net Income	$5,917	$-539	-12.0%

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
N/A	TRUSTEE	1.0		$3,897	$0	$3,897

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	$15,197	$9,280	$222,415	$5,917
2023	$8,721	$9,260	$216,750	$-539
2022	$11,333	$6,988	$217,326	$4,345
2021	$19,851	$7,595	$213,069	$12,256
2020	$17,094	$7,468	$200,842	$9,626

FREDERICK M COON TUW FBO FAHC ETAL TRUST