Matter of Trust (EIN 061530091) - 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

1998

Legal Domicile

Principal Officer

Lisa Gautier

Phone

4152352403

Tax Period

2024-01-01 to 2024-12-31

Matter of Trust, founded in 1998, is a small nonprofit in the Community Improvement sector that reported $597K in total revenue in fiscal year 2024. The organization ran a surplus of $113K, a strong 19% operating margin.

Mission

Link surplus w needs by Dev implementing planet-friendly, replicable slns and opps for home work mobliize pgms that value recycled matls, repurposed gds renewable resources provide inclusive convenient models

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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 $556,739

Program Service Revenue $7,739

Investment Income $22,888

Other Revenue $9,803

TOTAL REVENUE $597,169

Expense Breakdown

Grants Paid $0

Salaries & Benefits $143,231

Fundraising Expenses $4,254

Program Expenses $434,060

Other Expenses $340,670

TOTAL EXPENSES $483,901

Year-over-Year Comparison

	2024	2023	Change
Revenue	$597,169	$562,206	+0.1%
Expenses	$483,901	$377,146	+0.3%
Net Income	$113,268	$185,060	-0.4%

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

$6,392

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Emily Charley Esq	Board member	000.50	Director	$0	$6,392	$6,392
Lisa Gautier	President/Vice Chair	040.00	Officer Director	$0	$0	$0
Janet Standen	Chair	001.00	Officer Director	$0	$0	$0
Patrice Olivier Gautier	Treasurer	001.00	Officer Director	$0	$0	$0
Iris Aluf Medina Fressko	Secretary	000.50	Officer Director	$0	$0	$0
Terry Craig	Board member	001.00	Director	$0	$0	$0
Todd Ditto	Board member	000.50	Director	$0	$0	$0
Serena Mcilwain	Board member	001.00	Director	$0	$0	$0
Travis Cripps	Board member	000.50	Director	$0	$0	$0
Mark Donahue	Board member	000.50	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
2024	$597,169	$483,901	$827,829	$113,268
2023	$562,206	$377,146	$716,703	$185,060
2022	$576,659	$433,447	$512,629	$143,212
2021	$519,095	$376,349	$377,427	$142,746
2020	$593,099	$479,955	$227,189	$113,144
2019	$343,685	$392,401	$113,814	$-48,716

Matter of Trust