EUNICE BEST WRIGHT CHARITABLE TRUST % HAPPY STATE BANK TRUST DEPARTMENT (EIN 311523207) - 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

1997

Legal Domicile

Principal Officer

ALISA SCOTT

Phone

8063568787

Tax Period

2021-01-01 to 2021-12-31

EUNICE BEST WRIGHT CHARITABLE TRUST % HAPPY STATE BANK TRUST DEPARTMENT, founded in 1997, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $153K in total revenue in fiscal year 2021. Revenue surged 23% from the prior year, signaling strong growth momentum. The organization ran a surplus of $89K, a strong 58% operating margin.

Mission

TO PROVIDE FUNDS TO DESIGNATED CHARITIES

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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 (2021)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $150,064

Other Revenue $3,157

TOTAL REVENUE $153,221

Expense Breakdown

Grants Paid $38,035

Salaries & Benefits $24,284

Fundraising Expenses $0

Program Expenses $38,035

Other Expenses $1,734

TOTAL EXPENSES $64,053

Year-over-Year Comparison

	2021	2020	Change
Revenue	$153,221	$124,671	+0.2%
Expenses	$64,053	$58,530	+0.1%
Net Income	$89,168	$66,141	+0.3%

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

N/A

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	3.00		$0	$0	$24,284

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
2021	$153,221	$64,053	$1,779,651	$89,168
2020	$124,671	$58,530	$1,691,155	$66,141
2019	$87,302	$57,312	$1,626,344	$29,990
2018	$78,875	$57,251	$1,598,212	$21,624

EUNICE BEST WRIGHT CHARITABLE TRUST % HAPPY STATE BANK TRUST DEPARTMENT