ELWOOD & ROSADELL MARTIN CHARITABLE TRUST (EIN 266274130) - 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

2008

Legal Domicile

Principal Officer

HAROLD D RUSSELL

Phone

9103956460

Tax Period

2025-01-01 to 2025-12-31

ELWOOD & ROSADELL MARTIN CHARITABLE TRUST, founded in 2008, is a micro nonprofit in the Religion sector that reported $15K in total revenue in fiscal year 2025. Revenue fell 91% from the prior year — a significant decline worth monitoring. Expenses of $106K exceeded revenue, resulting in a 629% operating deficit.

Mission

THE PURPOSE OF THE ORGANIZATION IS EXCLUSIVELY CHARITABLE AND RELIGIOUS AND IS ACCOMPLISHED BY DIRECT SUPPORT OF DESIGNATED CHARITIES AND RELIGIOUS ORGANIZATIONS ONLY. BY SUPPORTING THE CHARITIES IT WILL ALLOW THE ORGANIZATION TO ENGAGE OR ASSIST IN DIRECT SUPPORT OF DESIGNATED CHARITIES AND RELIGIOUS ORGANIZATIONS ONLY. BY SUPPORTING THE CHARITIES IT WILL ALLOW THE ORGANIZATION TO ENGAGE OR ASSIST IN MISSIONARY WORK AND PROVIDE FINANCIAL SUPPORT AND OTHER ASSISTANCE TO NEEDY AND UNDERPRIVILEGED PERSONS.

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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 $28,076

Other Revenue $-13,475

TOTAL REVENUE $14,601

Expense Breakdown

Grants Paid $100,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $106,492

Other Expenses $6,492

TOTAL EXPENSES $106,492

Year-over-Year Comparison

	2025	2024	Change
Revenue	$14,601	$154,382	-0.9%
Expenses	$106,492	$108,603	0.0%
Net Income	$-91,891	$45,779	-3.0%

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

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	10.00		$0	$0	$0
N/A	TRUSTEE	10.00		$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	$14,601	$106,492	$4,606,993	$-91,891
2024	$154,382	$108,603	$4,706,134	$45,779
2023	$149,471	$134,920	$4,654,331	$14,551
2022	$68,244	$101,100	$4,684,136	$-32,856
2021	$24,501	$105,148	$4,745,032	$-80,647
2020	$80,401	$105,571	$4,821,944	$-25,170
2019	$28,661	$105,490	$4,834,740	$-76,829
2018	$41,847	$105,665	$4,827,917	$-63,818

ELWOOD & ROSADELL MARTIN CHARITABLE TRUST