WILLIAM E RAYMOND TRUST

EIN: 066034039 501(c)(3)

NEW CANAAN, CT

Total Revenue
$68,682
Total Expenses
$37,950
Total Assets
$753,015
Net Assets
$753,015
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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
1883
Legal Domicile
CT
Principal Officer
DANITA OSTLING
Phone
2032167179
Tax Period
2022-07-01 to 2023-06-30

WILLIAM E RAYMOND TRUST, founded in 1883, is a micro nonprofit that reported $69K in total revenue in fiscal year 2022. The organization ran a surplus of $31K, a strong 45% operating margin.

Mission

SUPPORT PREACHING OR DISSEMINATION OF THE GOSPEL OF JESUS CHRIST TO THE UNDERSERVED IN CONNECTICUT AND SIMILAR ACTIVITIES IN ANY MANNER THAT THE TRUSTEES DEEM SUITABLE AND PROPER.

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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%)

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Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $68,682
Other Revenue $0
TOTAL REVENUE $68,682

Expense Breakdown

Grants Paid $36,000
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $36,000
Other Expenses $1,950
TOTAL EXPENSES $37,950

Year-over-Year Comparison

2022 2021 Change
Revenue $68,682 $65,190 +0.1%
Expenses $37,950 $43,876 -0.1%
Net Income $30,732 $21,314 +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

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Governance

Voting Members
3
Independent Members
3
Employees
N/A
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DANITA OSTLING TRUSTEE 0.00
Director
$0 $0 $0
GABRIELLA KINIRY TRUSTEE 0.00
Director
$0 $0 $0
SETH ALVORD TRUSTEE 0.00
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
2023 $68,682 $37,950 $753,015 $30,732
2022 $65,190 $43,876 $722,283 $21,314
2021 $43,776 $39,109 $700,969 $4,667
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