TRUSTEES UW HANNAH BG SHAW (EIN 046045460) - 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

1938

Legal Domicile

Principal Officer

DAVID WYLIE

Phone

5089471184

Tax Period

2024-01-01 to 2024-12-31

TRUSTEES UW HANNAH BG SHAW, founded in 1938, is a community nonprofit in the Health Care sector that reported $8.9M in total revenue in fiscal year 2024. Revenue surged 1720% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7.8M, a strong 88% operating margin.

Mission

THE TRUST EXISTS FOR THE BENEFIT OF A RELATED NON-PROFIT NURSING HOME, HANNAH BG SHAW HOME, INC.

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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 $8,920,415

Other Revenue $0

TOTAL REVENUE $8,920,415

Expense Breakdown

Grants Paid $881,894

Salaries & Benefits $11,250

Fundraising Expenses $0

Program Expenses $881,894

Other Expenses $184,889

TOTAL EXPENSES $1,078,033

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,920,415	$490,058	+17.2%
Expenses	$1,078,033	$1,084,226	0.0%
Net Income	$7,842,382	$-594,168	-14.2%

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

$33,750

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID WYLIE	TRUSTEE	1.00	Director	$3,750	$0	$15,250
DEBRA BLAIS	TRUSTEE	1.00	Director	$3,750	$0	$6,250
TIMOTHY COE	TRUSTEE (AS OF MARCH 2024)	1.00	Director	$3,750	$0	$12,250

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
2024	$8,920,415	$1,078,033	$20,464,181	$7,842,382
2023	$490,058	$1,084,226	$18,797,972	$-594,168
2022	$681,693	$423,898	$17,330,212	$257,795
2021	$511,171	$397,023	$20,393,126	$114,148
2020	$412,328	$396,488	$17,200,711	$15,840
2019	$374,848	$440,574	$15,598,034	$-65,726
2018	$459,442	$437,284	$13,031,404	$22,158

TRUSTEES UW HANNAH BG SHAW