THE TRUST UNDER THE WILL OF ANNA DEROUSSE (EIN 216011253) - 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

1959

Legal Domicile

Phone

4127525604

Tax Period

2024-01-01 to 2024-12-31

THE TRUST UNDER THE WILL OF ANNA DEROUSSE, founded in 1959, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $67K in total revenue in fiscal year 2024. Revenue fell 78% from the prior year — a significant decline worth monitoring. Expenses of $143K exceeded revenue, resulting in a 115% operating deficit.

Mission

TO PROVIDE SUPPORT TO THE CAMDEN COUNTY HISTORICAL SOCIETY TO SERVE THE EDUCATIONAL AND CIVIC PURPOSES PRIMARILY FOR THE CAMDEN COUNTY COMMUNITY AND SECONDARILY FOR THE STATE OF NEW JERSEY

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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 $66,614

Other Revenue $0

TOTAL REVENUE $66,614

Expense Breakdown

Grants Paid $118,046

Salaries & Benefits $23,565

Fundraising Expenses $0

Program Expenses $125,587

Other Expenses $1,587

TOTAL EXPENSES $143,198

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,614	$296,808	-0.8%
Expenses	$143,198	$132,526	+0.1%
Net Income	$-76,584	$164,282	-1.5%

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

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
CHRIS PERKS	PRESIDENT, CCHS	1.0	Officer Director	$0	$0	$0
ROBERT S SHINN	TREASURER, CCHS	1.0	Officer Director	$0	$0	$0
N/A	CO-TRUSTEE	2.0		$9,426	$0	$9,426
PNC BANK N A	CO-TRUSTEE	3.0		$14,139	$0	$14,139

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	$66,614	$143,198	$2,176,375	$-76,584
2023	$296,808	$132,526	$2,253,450	$164,282
2022	$105,718	$163,986	$2,087,227	$-58,268
2021	$121,717	$159,003	$2,144,828	$-37,286
2020	$181,984	$152,461	$2,183,707	$29,523

THE TRUST UNDER THE WILL OF ANNA DEROUSSE