Trust UArt 7 UWO Mary A Falvey F/B… - Form 990 Financial Data

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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 7 UWO Mary A Falvey F/B/O Guild of St Elizabeth, founded in 1957, is a small nonprofit that reported $247K in total revenue in fiscal year 2025. Revenue surged 702% from the prior year, signaling strong growth momentum. The organization ran a surplus of $222K, a strong 90% operating margin.

Mission

Grants to Hattie B. Cooper Community Center, Inc, in accordance with the terms of the trust.

Program Service Accomplishments

Program 1

Expenses: $16,485 Revenue: $0

Hattie B. Cooper Community Center, Inc is committed to providing children and youth with the strongest developmental foundation to inspire a lifelong excitement for learning and the skills to become...

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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 $246,762

Other Revenue $0

TOTAL REVENUE $246,762

Expense Breakdown

Grants Paid $13,600

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,485

Other Expenses $11,062

TOTAL EXPENSES $24,662

Year-over-Year Comparison

	2025	2024	Change
Revenue	$246,762	$30,784	+7.0%
Expenses	$24,662	$23,854	+0.0%
Net Income	$222,100	$6,930	+31.0%

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

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	$246,762	$24,662	$853,897	$222,100
2024	$30,784	$23,854	$742,608	$6,930
2023	$19,380	$17,789	$678,085	$1,591
2022	$16,119	$23,516	$593,835	$-7,397
2021	$39,915	$16,855	$736,788	$23,060
2020	$16,088	$19,183	$601,846	$-3,095
2019	$25,918	$21,674	$561,807	$4,244
2018	$56,146	$16,175	$470,610	$39,971

Trust UArt 7 UWO Mary A Falvey F/B/O Guild of St Elizabeth