TTEE SIDNEY J AND GEORGIA M PURDY … - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1990

Legal Domicile

Principal Officer

SARAH BAKER

Phone

8006549015

Tax Period

2025-01-01 to 2025-12-31

TTEE SIDNEY J AND GEORGIA M PURDY TRUST, founded in 1990, is a small nonprofit that reported $135K in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $52K, a strong 39% operating margin.

Mission

TO PROVIDE GENERAL SUPPORT FOR FOUR CHURCHES AND FUND SCHOLARSHIPS FOR GRADUATES OF WEST HOLMES HIGH SCHOOL

Program Service Accomplishments

Program 1

Expenses: $12,045

ST JOHNS UNITED CHURCH, UNITED METHODIST CHURCH OF KILLBUCK, FIRST PRESBYTERIAN CHURCH, ASBURY UNITED METHODIST CHURCH

Program 2

Expenses: $18,411

HOLMES COUNTY EDUCATION & COMMUNITY FOUNDATION

Program 3

Expenses: $12,045

ASBURY UNITED METHODIST CHURCH

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $135,266

Other Revenue $0

TOTAL REVENUE $135,266

Expense Breakdown

Grants Paid $60,568

Salaries & Benefits $21,497

Fundraising Expenses $0

Program Expenses $42,501

Other Expenses $1,038

TOTAL EXPENSES $83,103

Year-over-Year Comparison

	2025	2024	Change
Revenue	$135,266	$124,110	+0.1%
Expenses	$83,103	$79,334	+0.0%
Net Income	$52,163	$44,776	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

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
N/A	TRUSTEE	N/A		$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
2025	$135,266	$83,103	$1,672,653	$52,163
2024	No data	No data	No data	No data
2023	$93,372	$74,916	$1,573,644	$18,456
2022	$81,898	$64,738	$1,555,469	$17,160
2021	$141,279	$59,805	$1,538,478	$81,474
2020	$109,070	$57,169	$1,457,058	$51,901
2018	$82,823	$55,215	$1,399,514	$27,608

TTEE SIDNEY J AND GEORGIA M PURDY TRUST