LAURA STANLEY GUNNELS CHARITABLE TRUST C/O ALVIS HOUSE (EIN 316631389) - 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

DENISE M ROBINSON

Phone

6142528402

Tax Period

2024-01-01 to 2024-11-30

LAURA STANLEY GUNNELS CHARITABLE TRUST C/O ALVIS HOUSE, founded in 1999, is a small nonprofit that reported $537K in total revenue in fiscal year 2024. Revenue surged 2885% from the prior year, signaling strong growth momentum. The organization ran a surplus of $530K, a strong 99% operating margin.

Mission

TO RECEIVE DONATIONS, INVEST ASSETS, AND PROVIDE FUNDNG FOR THE BENEFIT OF ALVIS, INC. A 501(C)(3) PUBLIC CHARITY.

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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 $537,385

Other Revenue $0

TOTAL REVENUE $537,385

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $7,378

TOTAL EXPENSES $7,378

Year-over-Year Comparison

	2024	2023	Change
Revenue	$537,385	$18,003	+28.8%
Expenses	$7,378	$7,205	+0.0%
Net Income	$530,007	$10,798	+48.1%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DENISE M ROBINSON	TRUSTEE	1.00	Director	$0	$0	$0
LINDA JANES	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT GLOECKNER	TRUSTEE	1.00	Director	$0	$0	$0
CONNIE BROWN	TRUSTEE	1.00	Director	$0	$0	$0
DAVE MITTELKAMP	TRUSTEE	1.00	Director	$0	$0	$0
PEGGY POUND	TRUSTEE	1.00	Director	$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
2024	$537,385	$7,378	No data	$530,007
2023	$18,003	$7,205	$778,754	$10,798
2022	$15,224	$7,074	$681,860	$8,150
2021	$22,758	$7,243	$783,718	$15,515
2020	$14,520	$5,820	$665,866	$8,700
2019	$324,760	$509,323	$653,292	$-184,563
2018	$82,204	$107,827	$996,154	$-25,623

LAURA STANLEY GUNNELS CHARITABLE TRUST C/O ALVIS HOUSE