Trust UArt 5 UWO Mary A Falvey F/B/O American Lung Association (EIN 046036228) - 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

1957

Legal Domicile

Principal Officer

John Beliveau

Phone

2077723761

Tax Period

2025-01-01 to 2025-12-31

Trust UArt 5 UWO Mary A Falvey F/B/O American Lung Association, founded in 1957, is a small nonprofit that reported $451K in total revenue in fiscal year 2025. Revenue surged 889% from the prior year, signaling strong growth momentum. The organization ran a surplus of $408K, a strong 91% operating margin.

Mission

Grants to American Lung Association in accordance with the terms of the trust.

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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 $450,924

Other Revenue $0

TOTAL REVENUE $450,924

Expense Breakdown

Grants Paid $26,757

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,895

Other Expenses $15,778

TOTAL EXPENSES $42,535

Year-over-Year Comparison

	2025	2024	Change
Revenue	$450,924	$45,600	+8.9%
Expenses	$42,535	$40,790	+0.0%
Net Income	$408,389	$4,810	+83.9%

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

Employees

N/A

Volunteers

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
Michelle Santiago	Trustee (end 5/2025)	1.00	Director	$0	$0	$0
John Beliveau	Trustee	1.00	Director	$0	$0	$0
David R Hines	Trustee (start 9/2025)	1.00	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	$450,924	$42,535	$1,528,966	$408,389
2024	$45,600	$40,790	$1,319,534	$4,810
2023	$35,263	$28,109	$1,209,736	$7,154
2022	$35,788	$33,763	$1,056,932	$2,025
2021	$68,891	$27,212	$1,290,961	$41,679
2020	$17,587	$29,848	$1,068,023	$-12,261
2019	$40,781	$33,556	$1,000,988	$7,225
2018	$84,444	$25,990	$837,510	$58,454

Trust UArt 5 UWO Mary A Falvey F/B/O American Lung Association