BLANCHE P KATERMAN TRUST CO FCBT 004838 (EIN 206066035) - 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

2004

Legal Domicile

Principal Officer

SAME AS C ABOVE

Phone

5703877146

Tax Period

2024-01-01 to 2024-12-31

BLANCHE P KATERMAN TRUST CO FCBT 004838, founded in 2004, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $63K in total revenue in fiscal year 2024. Revenue surged 51% from the prior year, signaling strong growth momentum. The organization ran a surplus of $22K, a strong 36% operating margin.

Mission

PROVIDE SUPPORT TO THE WESLEY UNITED METHODIST CHURCH MISSION FUND.

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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 $0

Program Service Revenue $0

Investment Income $62,504

Other Revenue $0

TOTAL REVENUE $62,504

Expense Breakdown

Grants Paid $31,309

Salaries & Benefits $8,044

Fundraising Expenses $0

Program Expenses $31,309

Other Expenses $685

TOTAL EXPENSES $40,038

Year-over-Year Comparison

	2024	2023	Change
Revenue	$62,504	$41,325	+0.5%
Expenses	$40,038	$43,035	-0.1%
Net Income	$22,466	$-1,710	-14.1%

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

N/A

Independent Members

N/A

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
N/A	TRUSTEE	N/A		$8,044	$0	$8,044

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	No data	No data	No data	No data
2024	$62,504	$40,038	$984,044	$22,466
2023	$41,325	$43,035	$961,581	$-1,710
2022	$46,776	$41,379	$963,292	$5,397
2021	$76,787	$36,083	$957,895	$40,704
2020	$40,384	$34,385	$917,189	$5,999
2019	$34,789	$33,898	$911,828	$891
2018	$33,678	$37,825	$911,530	$-4,147

BLANCHE P KATERMAN TRUST CO FCBT 004838