ZEITLER CHARITABLE TRUST (EIN 316630851) - 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

1999

Legal Domicile

Principal Officer

JERRY ZEITLER

Phone

3306593411

Tax Period

2023-01-01 to 2023-12-31

ZEITLER CHARITABLE TRUST, founded in 1999, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $5K in total revenue in fiscal year 2023. Revenue fell 98% from the prior year — a significant decline worth monitoring. Expenses of $91K exceeded revenue, resulting in a 1631% operating deficit.

Mission

ORGANIZATION SUPPORTS VARIOUS CHARITABLE, RELIGIOUS AND EDUCATIONAL CHARITIES UNDER SECTION 509(A)(3)

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $5,274

Other Revenue $0

TOTAL REVENUE $5,274

Expense Breakdown

Grants Paid $68,700

Salaries & Benefits $1,100

Fundraising Expenses $0

Program Expenses $68,700

Other Expenses $21,501

TOTAL EXPENSES $91,301

Year-over-Year Comparison

	2023	2022	Change
Revenue	$5,274	$261,369	-1.0%
Expenses	$91,301	$85,227	+0.1%
Net Income	$-86,027	$176,142	-1.5%

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

$2,200

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
CYNTHIA GRAOR	TRUSTEE	0.25	Director	$550	$0	$1,100
JERRY ZEITLER	TRUSTEE	0.25	Director	$550	$0	$1,100

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	No data	No data	No data	No data
2023	$5,274	$91,301	$2,309,042	$-86,027
2022	$261,369	$85,227	$1,756,346	$176,142
2021	$598,280	$48,963	$2,156,744	$549,317
2020	$23,251	$42,349	$1,458,161	$-19,098
2019	$54,245	$38,069	$1,136,244	$16,176
2018	$-14,426	$29,114	$846,700	$-43,540

ZEITLER CHARITABLE TRUST