SMITH TUW OB PERPETUAL TR XXXXX1000

EIN: 226033537 Mutual Benefit

CHICAGO, IL

Total Revenue
$271,123
Total Expenses
$224,169
Total Assets
$4,633,645
Net Assets
$4,633,645
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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
1934
Legal Domicile
NJ
Phone
8004962583
Tax Period
2024-01-01 to 2024-12-31

SMITH TUW OB PERPETUAL TR XXXXX1000, founded in 1934, is a small nonprofit in the Mutual Benefit sector that reported $271K in total revenue in fiscal year 2024. The organization ran a surplus of $47K, a strong 17% operating margin.

Mission

AS REQUIRED BY ITS INSTRUMENT, THIS TRUST SUPPORTS THE PLEASANT HILL CEMETERY ASSOCIATION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $271,123
Other Revenue $0
TOTAL REVENUE $271,123

Expense Breakdown

Grants Paid $153,371
Salaries & Benefits $67,342
Fundraising Expenses $0
Other Expenses $3,456
TOTAL EXPENSES $224,169

Year-over-Year Comparison

2024 2023 Change
Revenue $271,123 $273,387 0.0%
Expenses $224,169 $205,275 +0.1%
Net Income $46,954 $68,112 -0.3%
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

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Governance

Voting Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 2.0
$67,341 $0 $67,341
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 $271,123 $224,169 $4,633,645 $46,954
2023 $273,387 $205,275 $4,593,804 $68,112
2022 $112,422 $251,324 $4,526,911 $-138,902
2021 $386,092 $171,623 $4,666,151 $214,469
2020 $238,350 $176,163 $4,451,294 $62,187
2019 $330,514 $174,420 $4,390,605 $156,094
2018 $230,996 $137,681 $4,234,525 $93,315
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