The Martha Hursh Yowell Charitable Trust W A PeithmannL G Peithmann Trustees (EIN 206799151) - 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

2005

Legal Domicile

Phone

2175866102

Tax Period

2025-01-01 to 2025-12-31

The Martha Hursh Yowell Charitable Trust W A PeithmannL G Peithmann Trustees, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $700K in total revenue in fiscal year 2025. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $205K, a strong 29% operating margin.

Mission

The Trust is a Type I 509(a)(3) supporting organization, existing for the exclusive purpose of raising and distributing income to the Methodist Preachers Aid Society and Benefit Fund, of Springfield, Illinois, and Evenglow Lodge of Pontiac, Illinois.

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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 $182,576

Other Revenue $517,140

TOTAL REVENUE $699,716

Expense Breakdown

Grants Paid $357,342

Salaries & Benefits $27,000

Fundraising Expenses $0

Program Expenses $467,842

Other Expenses $110,500

TOTAL EXPENSES $494,842

Year-over-Year Comparison

	2025	2024	Change
Revenue	$699,716	$570,373	+0.2%
Expenses	$494,842	$602,959	-0.2%
Net Income	$204,874	$-32,586	-7.3%

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

$27,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Lisa G Peithmann	Trustee	5.00	Director	$13,500	$0	$13,500
William A Peithmann Trustee	Trustee	5.00	Director	$13,500	$0	$13,500

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	$699,716	$494,842	$9,114,820	$204,874
2024	$570,373	$602,959	$9,301,239	$-32,586
2023	$694,162	$686,106	$9,683,016	$8,056
2022	$865,330	$506,424	$10,120,791	$358,906
2021	$523,372	$496,175	$7,964,666	$27,197
2020	$495,952	$457,394	$7,936,219	$38,558

The Martha Hursh Yowell Charitable Trust W A PeithmannL G Peithmann Trustees