WARREN J PLAUT CHARITABLE TRUST (EIN 046609717) - 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

1988

Legal Domicile

Phone

4132505267

Tax Period

2024-06-01 to 2025-05-31

WARREN J PLAUT CHARITABLE TRUST, founded in 1988, is a small nonprofit that reported $305K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. Expenses of $440K exceeded revenue, resulting in a 44% operating deficit.

Mission

CHARITABLE AND EDUCATIONAL

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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 $304,982

Program Service Revenue $0

Investment Income $22

Other Revenue $0

TOTAL REVENUE $305,004

Expense Breakdown

Grants Paid $405,165

Salaries & Benefits $21,016

Fundraising Expenses $0

Program Expenses $439,530

Other Expenses $13,669

TOTAL EXPENSES $439,850

Year-over-Year Comparison

	2024	2023	Change
Revenue	$305,004	$241,534	+0.3%
Expenses	$439,850	$142,389	+2.1%
Net Income	$-134,846	$99,145	-2.4%

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

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
ROSE BOOKBINDER	TRUSTEE	0.00	Director	$0	$0	$0
ELSYE CANN	TRUSTEE	0.00	Director	$0	$0	$0
EDWARD COLLINS	TRUSTEE	0.00	Director	$0	$0	$0
JOAN GRENIER	TRUSTEE	0.00	Director	$0	$0	$0
BETTY WRIGHT	TRUSTEE	0.00	Director	$0	$0	$0
ELLIOT FRATKIN	TRUSTEE	0.00	Director	$0	$0	$0
JON WEISSMAN	SECRETARYTREASURER	0.50	Officer Director	$0	$0	$0
ROBERTA KRAUSE	PRESIDENT	0.10	Officer 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	$305,004	$439,850	$33,431	$-134,846
2021	$46,677	$18,543	$45,278	$28,134
2020	$41,277	$33,066	$17,144	$8,211
2019	$46,619	$232,203	$8,933	$-185,584
2018	$319,235	$187,485	$195,773	$131,750

WARREN J PLAUT CHARITABLE TRUST