PAULINE ANGERER TRUST (EIN 276091697) - 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

FIRST BANK WEALTH MANAGEMENT

Phone

3148891020

Tax Period

2024-01-01 to 2024-12-31

PAULINE ANGERER TRUST, founded in 2009, is a small nonprofit in the Religion sector that reported $161K in total revenue in fiscal year 2024. Revenue surged 74% from the prior year, signaling strong growth momentum. The organization ran a surplus of $50K, a strong 31% operating margin.

Mission

THE PAULINE ANGERER TRUST WAS SET UP UPON HER DEATH TO DIRECTLY BENEFIT THE ST PAUL UNITED CHURCH OF CHRIST WITH 50% OF THE NET INCOME , THE FIRST UNITED PRESBYTERIAN CHURCH 25% OF THE NET INCOME , AND THE WESTMINSTER PRESBYTERIAN CHURCH 25% OF THE NET INCOME.

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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 $161,035

Other Revenue $0

TOTAL REVENUE $161,035

Expense Breakdown

Grants Paid $81,497

Salaries & Benefits $27,877

Fundraising Expenses $0

Program Expenses $81,497

Other Expenses $1,977

TOTAL EXPENSES $111,351

Year-over-Year Comparison

	2024	2023	Change
Revenue	$161,035	$92,406	+0.7%
Expenses	$111,351	$108,268	+0.0%
Net Income	$49,684	$-15,862	-4.1%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
FIRST BANK WEALTH MANAGEMENT	TRUSTEE	5.00		$27,877	$0	$27,877

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	No data	No data	No data	No data
2024	$161,035	$111,351	$2,412,634	$49,684
2023	$92,406	$108,268	$2,362,950	$-15,862
2022	$73,362	$90,047	$2,378,812	$-16,685
2021	$115,107	$99,653	$2,395,497	$15,454
2020	$41,853	$93,929	$2,380,043	$-52,076
2019	$97,239	$114,692	$2,432,119	$-17,453
2018	$132,897	$157,343	$2,449,572	$-24,446

PAULINE ANGERER TRUST