ARMANDO J CARUSO TRUST DTD 72994

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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

2010

Legal Domicile

Principal Officer

JOHN PROVOST

Phone

5187257127

Tax Period

2025-01-01 to 2025-12-31

ARMANDO J CARUSO TRUST DTD 72994, founded in 2010, is a small nonprofit that reported $237K in total revenue in fiscal year 2025. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $80K, a strong 34% operating margin.

Mission

TRUST CREATED THAT UPON GRANTOR'S DEATH BEQUESTS BE MADE TO DESIGNATED ORGANIZATIONS ANNUALLY UNTIL IT IS NO LONGER PRACTICAL TO OPERATE THE TRUST.

Program Service Accomplishments

Program 1

Expenses: $110,000

THE TRUST'S GRANTOR CREATED THE TRUST TO PROVIDE ANNUAL PAYMENTS TO CERTAIN CHARITIES DETAIL IN THE TRUST AGREEMENT.

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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 $235,817

Other Revenue $886

TOTAL REVENUE $236,703

Expense Breakdown

Grants Paid $110,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $110,000

Other Expenses $46,505

TOTAL EXPENSES $156,505

Year-over-Year Comparison

	2025	2024	Change
Revenue	$236,703	$123,155	+0.9%
Expenses	$156,505	$152,857	+0.0%
Net Income	$80,198	$-29,702	-3.7%

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

$7,580

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN PROVOST	TRUSTEE	1.00	Director	$7,580	$0	$7,580

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	$236,703	$156,505	$2,166,988	$80,198
2024	$123,155	$152,857	$2,086,790	$-29,702
2023	$165,316	$149,512	$2,116,492	$15,804
2022	$138,019	$272,454	$2,121,881	$-134,435
2021	$305,848	$152,290	$2,256,316	$153,558
2020	$104,013	$146,220	$2,102,758	$-42,207
2019	$102,654	$153,262	$2,143,158	$-50,608