R STUART MOORE CHARITABLE TRUST FOR THE (EIN 264319544) - 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

2009

Legal Domicile

Principal Officer

TRUIST BANK

Phone

4047243644

Tax Period

2024-04-01 to 2025-03-31

R STUART MOORE CHARITABLE TRUST FOR THE, founded in 2009, is a small nonprofit in the Education sector that reported $822K in total revenue in fiscal year 2024. Revenue surged 31% from the prior year, signaling strong growth momentum. Expenses of $797K left a modest 3% surplus.

Mission

TO SUPPORT THE CHARITABLE PURPOSE OF FERRUM COLLEGE, THROUGH THE ESTABLISHMENT OF SCHOLARSHIPS, AS WELL AS ASSISTIG IN NECESSARY REPAIRS TO COLLEGE BUILDINGS AND PAYING IN WHOLE OR PART OF THE PRESIDENTS SALARY.

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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 $821,643

Other Revenue $0

TOTAL REVENUE $821,643

Expense Breakdown

Grants Paid $696,196

Salaries & Benefits $52,287

Fundraising Expenses $0

Program Expenses $722,339

Other Expenses $48,272

TOTAL EXPENSES $796,755

Year-over-Year Comparison

	2024	2023	Change
Revenue	$821,643	$628,336	+0.3%
Expenses	$796,755	$804,533	0.0%
Net Income	$24,888	$-176,197	-1.1%

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

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

$22,003

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DOUGLAS B LANE	CO-TRUSTEE	1.0	Director	$22,003	$0	$22,003
FERRUM COLLEGE	CO-TRUSTEE	1.0		$0	$0	$0
TRUIST BANK	TRUSTEE	1.0		$30,283	$0	$30,283

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	$821,643	$796,755	$10,979,729	$24,888
2024	$628,336	$804,533	$10,981,552	$-176,197
2023	$391,469	$777,725	$11,181,654	$-386,256
2022	$1,410,736	$761,796	$11,573,536	$648,940
2021	$1,006,838	$721,789	$10,924,230	$285,049

R STUART MOORE CHARITABLE TRUST FOR THE