TRUST UD CHARITIES INC DATED 52670 (EIN 205520273) - 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

Principal Officer

LINDA NEELY

Phone

8642693314

Tax Period

2025-01-01 to 2025-12-31

TRUST UD CHARITIES INC DATED 52670, founded in 1970, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $49K in total revenue in fiscal year 2025. Expenses of $169K exceeded revenue, resulting in a 243% operating deficit.

Mission

HELP THE NEEDY IN/NEAR GREENVILLE, SC.

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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 $0

Program Service Revenue $0

Investment Income $49,215

Other Revenue $0

TOTAL REVENUE $49,215

Expense Breakdown

Grants Paid $146,062

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $146,062

Other Expenses $22,811

TOTAL EXPENSES $168,873

Year-over-Year Comparison

	2025	2024	Change
Revenue	$49,215	$49,436	0.0%
Expenses	$168,873	$87,987	+0.9%
Net Income	$-119,658	$-38,551	+2.1%

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
JESSIE BOWENS	PRESIDENT	2.00	Officer Director	$0	$0	$0
LINDA NEELY	TREASURER	2.00	Officer Director	$0	$0	$0
ETHEL BENETT	DIRECTOR	2.00	Officer Director	$0	$0	$0
CONNIE BURGESS	DIRECTOR	2.00	Officer Director	$0	$0	$0
CHARLOTTE WALKER	DIRECTOR	2.00	Officer Director	$0	$0	$0
SEAN DOGAN	PRESIDENT ELECT	2.00	Officer Director	$0	$0	$0
DEBBIE JOHNSTON	SECRETARY	2.00	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	$49,215	$168,873	$2,006,009	$-119,658
2024	$49,436	$87,987	$1,954,414	$-38,551
2023	$50,711	$82,889	$1,859,045	$-32,178
2022	$49,056	$75,804	$1,780,304	$-26,748
2021	$103,613	$113,836	$2,041,769	$-10,223
2020	$26,598	$69,931	$1,877,859	$-43,333
2019	$232,871	$80,642	$1,837,471	$152,229
2018	$100,791	$71,764	$1,599,904	$29,027
2017	$88,346	$69,494	$1,742,438	$18,852

TRUST UD CHARITIES INC DATED 52670