BRANNAN CHARITABLE TRUST (EIN 237403057) - 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

1974

Legal Domicile

Principal Officer

ARTHUR RICKETS

Phone

5804651068

Tax Period

2025-01-01 to 2025-12-31

BRANNAN CHARITABLE TRUST, founded in 1974, is a small nonprofit that reported $279K in total revenue in fiscal year 2025. The organization ran a surplus of $230K, a strong 82% operating margin.

Mission

TO RECEIVE CONTRIBUTIONS, INVEST AND MANAGE SUCH CONTRIBUTIONS AND DISTRIBUTE THE INCOME FROM INVESTMENTS, LESS EXPENSES TO THE LOVE COUNTY HEALTH CENTER FOUNDATION, INC.("LCHCF"), AN ORGANIZATION EXEMPT UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. 39,059 WAS DISTRIBUTED TO LCHCF DURING 2025.

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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 $49,054

Other Revenue $229,601

TOTAL REVENUE $278,655

Expense Breakdown

Grants Paid $39,059

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,059

Other Expenses $9,995

TOTAL EXPENSES $49,054

Year-over-Year Comparison

	2025	2024	Change
Revenue	$278,655	$273,068	+0.0%
Expenses	$49,054	$47,026	+0.0%
Net Income	$229,601	$226,042	+0.0%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
KENNETH L DELASHAW JR	TRUSTEE	0.20	Director	$0	$0	$0
LYNN PUCKETT	TRUSTEE	0.20	Director	$0	$0	$0
ARTHUR RICKETS	TRUSTEE	0.20	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
2025	$278,655	$49,054	$2,497,798	$229,601
2024	$273,068	$47,026	$2,268,197	$226,042
2023	$279,341	$43,021	$2,042,155	$236,320
2022	$-344,466	$36,899	$1,805,835	$-381,365
2021	$290,666	$35,003	$2,187,200	$255,663
2020	$227,761	$35,546	$1,931,537	$192,215

BRANNAN CHARITABLE TRUST