ELIZABELLA TRUST

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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

2013

Legal Domicile

Phone

8123634446

Tax Period

2025-01-01 to 2025-12-31

ELIZABELLA TRUST, founded in 2013, is a micro nonprofit in the Human Services sector that reported $13K in total revenue in fiscal year 2025. The organization ran a surplus of $8K, a strong 66% operating margin.

Mission

PROVIDE SUPPORT FOR ST ELIZABETHS HOME WHICH PROVIDES MATERNITY AND PARENTING SERVICES, CHILD CARE AND CHILD PLACEMENT SERVICES

Program Service Accomplishments

Program 1

PROVIDE SUPPORT FOR ST ELIZABETHS HOME WHICH PROVIDES MATERNITY AND PARENTING SERVICES, CHILD CARE AND CHILD PLACEMENT SERVICES

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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 $875

Program Service Revenue $0

Investment Income $12,031

Other Revenue $0

TOTAL REVENUE $12,906

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $4,406

TOTAL EXPENSES $4,406

Year-over-Year Comparison

	2025	2024	Change
Revenue	$12,906	N/A	N/A
Expenses	$4,406	N/A	N/A
Net Income	$8,500	N/A	N/A

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	Role	Reportable Comp	Other Comp	Total
REBECCA OGLESBY	MEMBER	Director	$0	$0	$0
BENJAMIN J CAHILL	MORGAN STANLEY INVESTMENT COUNSELOR	Director	$0	$0	$0
JOYCE RENCK	MEMBER	Director	$0	$0	$0
PATRICIA STREET	MEMBER	Director	$0	$0	$0
SHIRLEY A HEYOB	MEMBER	Director	$0	$0	$0
RENEE HUMMEL	ST ELIZABETH COLEMAN		$0	$0	$0
PRISCILLA KRAMMER	INDIANA STATE REGENT		$0	$0	$0
WENDY S HAVENS	TREASURER	Officer	$0	$0	$0
THERESA FAW	PRESIDENT	Officer	$0	$0	$0
WANDA ABNEY	VICE PRESIDENT	Officer	$0	$0	$0
ELIZABETH DIANE POISSON	RECORDING SECRETARY	Officer	$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	$12,906	$4,406	$461,338	$8,500
2024	No data	No data	No data	No data
2023	$28,009	$4,233	$395,819	$23,776
2022	$15,197	$3,354	$369,835	$11,843
2021	$21,950	$5,095	$428,332	$16,855
2020	$-29,129	$3,341	$415,918	$-32,470