STOECKEL E B RESIDUE CO TRUSTEE 213-099008547454 (EIN 060653108) - 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

1970

Legal Domicile

Tax Period

2024-10-01 to 2025-09-30

STOECKEL E B RESIDUE CO TRUSTEE 213-099008547454, founded in 1970, is a small nonprofit that reported $652K in total revenue in fiscal year 2024. Revenue fell 58% from the prior year — a significant decline worth monitoring. Expenses of $1.8M exceeded revenue, resulting in a 175% operating deficit.

Mission

Income distributions to Yale University to support summer programs in music and art and to the Litchfield County Choral Society to support their program as stated in the creating document.

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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 $600,000

Program Service Revenue $0

Investment Income $50,611

Other Revenue $1,042

TOTAL REVENUE $651,653

Expense Breakdown

Grants Paid $407,550

Salaries & Benefits $214,590

Fundraising Expenses $0

Program Expenses $1,652,901

Other Expenses $1,172,258

TOTAL EXPENSES $1,794,398

Year-over-Year Comparison

	2024	2023	Change
Revenue	$651,653	$1,553,646	-0.6%
Expenses	$1,794,398	$1,663,355	+0.1%
Net Income	$-1,142,745	$-109,709	+9.4%

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

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
David Low	Trustee	3.00	Director	$0	$0	$0
Anne-Marie Soulliere	Trustee	3.00	Director	$0	$0	$0
Yale University	Trustee	3.00		$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	$651,653	$1,794,398	$59,985,280	$-1,142,745
2024	$1,553,646	$1,663,355	$57,819,400	$-109,709
2023	$4,087,567	$1,251,192	$54,350,261	$2,836,375
2022	$735	$1,306,712	$50,701,041	$-1,305,977
2021	$2,156,443	$1,329,540	$51,896,976	$826,903
2020	$51,278	$1,079,259	$41,764,986	$-1,027,981
2019	$110,291	$1,120,174	$39,653,814	$-1,009,883
2018	$359,911	$1,012,772	$39,490,461	$-652,861

STOECKEL E B RESIDUE CO TRUSTEE 213-099008547454