SHERMAN HARRIET M MEM TR UW (EIN 036010182) - 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

1901

Legal Domicile

Phone

8024427610

Tax Period

2023-01-01 to 2023-12-31

SHERMAN HARRIET M MEM TR UW, founded in 1901, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $196K in total revenue in fiscal year 2023. Revenue surged 55% from the prior year, signaling strong growth momentum. The organization ran a surplus of $97K, a strong 50% operating margin.

Mission

Trust operates exclusively to make distributions to the New England Kurn Hattin Homes, also known as the Kurn Hattin Homes for Children, in Westminster, Vermont, for the permanent support and maintenance of the said institution.

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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 $196,070

Other Revenue $0

TOTAL REVENUE $196,070

Expense Breakdown

Grants Paid $73,772

Salaries & Benefits $22,832

Fundraising Expenses $0

Program Expenses $73,772

Other Expenses $2,237

TOTAL EXPENSES $98,841

Year-over-Year Comparison

	2023	2022	Change
Revenue	$196,070	$126,299	+0.6%
Expenses	$98,841	$99,875	0.0%
Net Income	$97,229	$26,424	+2.7%

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
PEOPLES UNITED BANK N A	TRUSTEE	N/A		$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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$196,070	$98,841	$2,292,079	$97,229
2022	$126,299	$99,875	$2,194,200	$26,424
2021	$250,333	$103,042	$2,167,252	$147,291
2020	$51,760	$99,787	$2,019,964	$-48,027

SHERMAN HARRIET M MEM TR UW