WILMA O SCHAUFLER TR UW (EIN 256270720) - 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

1985

Legal Domicile

Phone

4122094730

Tax Period

2024-10-01 to 2025-09-30

WILMA O SCHAUFLER TR UW, founded in 1985, is a micro nonprofit that reported $67K in total revenue in fiscal year 2024. Revenue surged 146% from the prior year, signaling strong growth momentum. Expenses of $101K exceeded revenue, resulting in a 52% operating deficit.

Mission

THE WILL OF WILMA O SCHAUFLER ESTABLISHED A TRUST, THE INCOME FROM WHICH IS PERPETUALLY PAID TO THE FIRST UNITED METHODIST CHURCH, THE NAMED BENEFICIARY.

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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 $66,894

Other Revenue $0

TOTAL REVENUE $66,894

Expense Breakdown

Grants Paid $80,717

Salaries & Benefits $20,381

Fundraising Expenses $0

Program Expenses $84,793

Other Expenses $339

TOTAL EXPENSES $101,437

Year-over-Year Comparison

	2024	2023	Change
Revenue	$66,894	$27,145	+1.5%
Expenses	$101,437	$104,813	0.0%
Net Income	$-34,543	$-77,668	-0.6%

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
N/A	TRUSTEE	1.0		$20,381	$0	$20,381

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	$66,894	$101,437	$1,390,836	$-34,543
2024	$27,145	$104,813	$1,425,007	$-77,668
2023	$62,112	$110,873	$1,508,701	$-48,761
2022	$74,685	$99,857	$1,557,365	$-25,172
2021	$79,692	$105,129	$1,581,918	$-25,437
2020	$129,362	$83,766	$1,621,082	$45,596
2019	$294,920	$85,952	$1,586,089	$208,968

WILMA O SCHAUFLER TR UW