ALLIED TRUST FUND (EIN 226063410) - 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

1964

Legal Domicile

Principal Officer

LINDA B GLAZER

Phone

2015698180

Tax Period

2024-01-01 to 2024-12-31

ALLIED TRUST FUND, founded in 1964, is a micro nonprofit that reported $41K in total revenue in fiscal year 2024. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $97K exceeded revenue, resulting in a 136% operating deficit.

Mission

HEALTH AND WELFARE 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 $41,035

Other Revenue $0

TOTAL REVENUE $41,035

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $31,373

TOTAL EXPENSES $96,901

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,035	$72,401	-0.4%
Expenses	$96,901	$146,702	-0.3%
Net Income	$-55,866	$-74,301	-0.2%

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

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
LINDA B GLAZER	TRUSTEE	1.00	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
2024	$41,035	$96,901	$583,657	$-55,866
2023	$72,401	$146,702	$630,255	$-74,301
2022	$54,155	$179,633	$812,498	$-125,478
2021	$46,724	$193,150	$1,102,039	$-146,426
2020	$-28,196	$148,140	$1,095,254	$-176,336
2019	$57,922	$199,805	$1,194,855	$-141,883
2018	$-240	$172,988	$1,211,900	$-173,228

ALLIED TRUST FUND