Ida Marie Dowling Trust XVII (EIN 346525580) - 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

1994

Legal Domicile

Principal Officer

David W Carter

Phone

4192416000

Tax Period

2024-01-01 to 2024-12-31

Ida Marie Dowling Trust XVII, founded in 1994, is a small nonprofit that reported $699K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $446K, a strong 64% operating margin.

Mission

In accordance with the provisions of Item XVII of the Last Will and Testament ("Will") of Ida Marie Dowling, the Trustees created the Coghlin Memorial Institute, a charitable non-profit corporation, whose purpose is to support and promote health care related programs, projects, and activities and comprehensive rehabilitation. The distribution by the Trustees to the Coghlin Memorial Institute is in furtherance of the stated purpose set forth in Ms. Dowling's Will.

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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 $699,325

Other Revenue $0

TOTAL REVENUE $699,325

Expense Breakdown

Grants Paid $139,284

Salaries & Benefits $31,132

Fundraising Expenses $0

Program Expenses $139,284

Other Expenses $83,399

TOTAL EXPENSES $253,815

Year-over-Year Comparison

	2024	2023	Change
Revenue	$699,325	$562,545	+0.2%
Expenses	$253,815	$272,824	-0.1%
Net Income	$445,510	$289,721	+0.5%

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

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
David W Carter	Co-Trustee	5.00	Director	$0	$0	$0
David L Kuhl	Co-Trustee	1.00	Director	$0	$0	$0
Kevin D Devaney	Co-Trustee	1.00	Director	$0	$0	$0
Eastman Smith Ltd	Trustees' Firm	0.00		$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	$699,325	$253,815	$10,316,513	$445,510
2023	$562,545	$272,824	$8,972,867	$289,721
2022	$-80,779	$329,435	$7,999,190	$-410,214
2021	$1,242,126	$318,161	$9,926,806	$923,965
2020	$337,665	$257,915	$9,227,424	$79,750
2019	$461,270	$316,813	$8,276,698	$144,457
2018	$339,507	$311,766	$7,017,574	$27,741

Ida Marie Dowling Trust XVII