CHARLES L FRANKLIN TRUST

EIN: 316151484 501(c)(3)

CHILLICOTHE, OH

Total Revenue
$222,000
Total Expenses
$222,583
Total Assets
$3,378,204
Net Assets
$3,378,204
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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
1971
Legal Domicile
OH
Principal Officer
ROBERT C HESS
Phone
7407725070
Tax Period
2024-01-01 to 2024-12-31

CHARLES L FRANKLIN TRUST, founded in 1971, is a small nonprofit that reported $222K in total revenue in fiscal year 2024. Net assets of $3.4M represent 183 months of operating reserves.

Mission

CHARITABLE DISTRIBUTIONS TO BENEFICIARIES. DISTRIBUTION OF NET INCOME TO BENEFICIARIES WHO ARE CHARITABLE ORGANIZATIONS LISTED IN THE TRUST.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $222,000
Other Revenue $0
TOTAL REVENUE $222,000

Expense Breakdown

Grants Paid $179,292
Salaries & Benefits $15,287
Fundraising Expenses $0
Program Expenses $222,583
Other Expenses $28,004
TOTAL EXPENSES $222,583

Year-over-Year Comparison

2024 2023 Change
Revenue $222,000 $215,524 +0.0%
Expenses $222,583 $228,474 0.0%
Net Income $-583 $-12,950 -1.0%
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
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
0
$0
Total Directors
1
$21,362
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
ROBERT C HESS TRUSTEE 8.00
Director
$21,362 $0 $21,362
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
2024 $222,000 $222,583 $3,378,204 $-583
2023 $215,524 $228,474 $3,378,787 $-12,950
2022 $210,212 $203,351 $3,391,737 $6,861
2021 $182,811 $187,196 $3,384,876 $-4,385
2020 $186,039 $192,296 $3,389,261 $-6,257
2019 $257,223 $205,779 $3,395,518 $51,444
2018 $386,627 $158,987 $3,344,074 $227,640
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