CHARLES L FRANKLIN 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

1971

Legal Domicile

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

Program Service Accomplishments

Program 1

Expenses: $89,646

ADENA HEALTH SYSTEM (FOR CHARITY PATIENTS)

Program 2

Expenses: $44,823

ROSS COUNTY HISTORICAL SOCIETY (FOR THEIR CHARITABLE FUNCTION)

Program 3

Expenses: $44,823

FIRST PRESBYTERIAN CHURCH (FOR THEIR CHARITABLE FUNCTION)

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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 $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

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

$21,362

Key Employees

Highest Compensated

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
2025	No data	No data	No data	No data
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