CLYDE E FRESE & NELLIE M FRESE CHARITABLE REMAINDER ANNUITY TRUST

EIN: 266533984 501(c)(3) Religion

NORA SPRINGS, IA

Total Revenue
$27,091
Total Expenses
$32,425
Total Assets
$926,308
Net Assets
$926,308
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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
2011
Legal Domicile
IA
Principal Officer
MARCIA SCHWAB
Phone
6414300957
Tax Period
2025-01-01 to 2025-12-31

CLYDE E FRESE & NELLIE M FRESE CHARITABLE REMAINDER ANNUITY TRUST, founded in 2011, is a micro nonprofit in the Religion sector that reported $27K in total revenue in fiscal year 2025. Expenses of $32K exceeded revenue, resulting in a 20% operating deficit.

Mission

SUPPORT OF ST. LUKES LUTHERAN CHURCH

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $27,091
Other Revenue $0
TOTAL REVENUE $27,091

Expense Breakdown

Grants Paid $31,875
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $31,875
Other Expenses $550
TOTAL EXPENSES $32,425

Year-over-Year Comparison

2025 2024 Change
Revenue $27,091 $27,294 0.0%
Expenses $32,425 $32,894 0.0%
Net Income $-5,334 $-5,600 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

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
1

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
0
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARCIA SCHWAB TRUSTEE 2.00
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 $27,091 $32,425 $926,308 $-5,334
2024 $27,294 $32,894 $931,642 $-5,600
2023 $27,629 $32,798 $937,242 $-5,169
2022 $27,031 $14,502 $942,411 $12,529
2021 $27,848 $10,950 $929,882 $16,898
2020 $26,613 $30,991 $912,984 $-4,378
2019 $26,809 $31,381 $917,362 $-4,572
2018 $26,864 $31,557 $921,934 $-4,693
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