NIMS ETHEL J CHARITABLE TRUST A 5982 (EIN 036036799) - 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

1965

Legal Domicile

Principal Officer

Bobi F Flynn

Phone

8022312768

Tax Period

2025-01-01 to 2025-12-31

NIMS ETHEL J CHARITABLE TRUST A 5982, founded in 1965, is a small nonprofit in the Religion sector that reported $248K in total revenue in fiscal year 2025. Revenue surged 57% from the prior year, signaling strong growth momentum. Expenses of $240K left a modest 3% surplus.

Mission

TO MAKE CONTRIBUTIONS IN ACCORDANCE WITH THE TERMS OF THE TRUST ESTABLISHED BY ETHEL J. NIMS IN WHICH INCOME FROM THE TRUST IS TO BEDISTRIBUTED TO THE FIRST UNITARIAN CHURCH IN BURLINGTON, VT.

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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 $246,051

Other Revenue $1,912

TOTAL REVENUE $247,963

Expense Breakdown

Grants Paid $210,977

Salaries & Benefits $27,558

Fundraising Expenses $0

Program Expenses $27,558

Other Expenses $1,216

TOTAL EXPENSES $239,751

Year-over-Year Comparison

	2025	2024	Change
Revenue	$247,963	$157,593	+0.6%
Expenses	$239,751	$239,754	0.0%
Net Income	$8,212	$-82,161	-1.1%

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	N/A		$27,558	$0	$27,558

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	$247,963	$239,751	$3,979,474	$8,212
2024	No data	No data	No data	No data
2023	$177,078	$237,491	$4,059,748	$-60,413
2022	$-72,382	$226,849	$4,120,641	$-299,231
2021	$1,145,697	$221,615	$4,422,151	$924,082
2020	$29,966	$208,862	$3,500,926	$-178,896

NIMS ETHEL J CHARITABLE TRUST A 5982