ROBERT R DECORMIER MEMORIAL TRUST FUND C/O MARY LOU DAVIS (EIN 146046213) - 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

1967

Legal Domicile

Principal Officer

MARY LOU DAVIS

Phone

8452235544

Tax Period

2025-01-01 to 2025-12-31

ROBERT R DECORMIER MEMORIAL TRUST FUND C/O MARY LOU DAVIS, founded in 1967, is a micro nonprofit that reported $52K in total revenue in fiscal year 2025. Revenue grew 18% year-over-year, indicating healthy expansion. Expenses of $67K exceeded revenue, resulting in a 28% operating deficit.

Mission

THE ROBERT R. DECORMIER MEMORIAL TRUST FUND IS A CHARITABLE TRUST ESTABLISHED IN 1967 FOR THE PURPOSES OF PROVIDING NON-CONTRACTUAL AID AND RELIEF FOR NEEDY RETIRED TEACHERS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $23,405

Program Service Revenue $0

Investment Income $28,847

Other Revenue $0

TOTAL REVENUE $52,252

Expense Breakdown

Grants Paid $63,651

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $63,651

Other Expenses $3,002

TOTAL EXPENSES $66,653

Year-over-Year Comparison

	2025	2024	Change
Revenue	$52,252	$44,429	+0.2%
Expenses	$66,653	$44,034	+0.5%
Net Income	$-14,401	$395	-37.5%

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

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
MARY LOU DAVIS	TREASURER	1.00	Officer Director	$0	$0	$0
JOSEPH RUSSO	TRUSTEE	1.00	Director	$0	$0	$0
BETH GREEN	SECRETARY	1.00	Officer Director	$0	$0	$0
ANNE G FLANSBURG	PRESIDENT	1.00	Officer Director	$0	$0	$0
RICHARD BROGOWSKI	TRUSTEE	1.00	Director	$0	$0	$0
COLETTE ASTORIA	TRUSTEE	1.00	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
2025	$52,252	$66,653	$527,863	$-14,401
2024	$44,429	$44,034	$542,264	$395
2023	$78,199	$54,543	$541,869	$23,656
2022	$48,415	$62,192	$518,213	$-13,777
2021	$37,320	$40,240	$531,990	$-2,920
2020	$67,318	$44,088	$534,910	$23,230
2019	$30,001	$29,796	$511,680	$205
2018	$90,038	$23,277	$511,475	$66,761

ROBERT R DECORMIER MEMORIAL TRUST FUND C/O MARY LOU DAVIS