THOMAS J & FLORENCE M ALLEN TRUST (EIN 236633874) - 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

Phone

5707240243

Tax Period

2024-01-01 to 2024-12-31

THOMAS J & FLORENCE M ALLEN TRUST, founded in 1964, is a micro nonprofit that reported $60K in total revenue in fiscal year 2024. Revenue surged 45% from the prior year, signaling strong growth momentum. The organization ran a surplus of $13K, a strong 21% operating margin.

Mission

SUPPORTING ORGANIZATION FOR A 501(c)(3) CHARITY THE ALLEN TRUST DOES NOT MEET THE REQUIREMENTS TO BE A SUPPORTING ORGANIZATION (NEITHER TYPE I, II NOR III), BUT DUE TO ITS FORMATION BEING PRIOR TO 1969 IT IS

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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 $59,765

Other Revenue $0

TOTAL REVENUE $59,765

Expense Breakdown

Grants Paid $35,884

Salaries & Benefits $10,372

Fundraising Expenses $0

Program Expenses $41,070

Other Expenses $950

TOTAL EXPENSES $47,206

Year-over-Year Comparison

	2024	2023	Change
Revenue	$59,765	$41,171	+0.5%
Expenses	$47,206	$47,233	0.0%
Net Income	$12,559	$-6,062	-3.1%

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

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
CITIZENS NORTHERN BANK	TRUSTEE	5.00		$10,372	$0	$10,372

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	$59,765	$47,206	$913,711	$12,559
2023	$41,171	$47,233	$877,521	$-6,062
2022	$33,649	$48,407	$818,348	$-14,758
2021	$90,331	$46,583	$867,678	$43,748
2020	$40,221	$44,576	$823,930	$-4,355
2018	$40,830	$43,184	$817,787	$-2,354

THOMAS J & FLORENCE M ALLEN TRUST