Dale R Fulton Charitable Trust co First State Bank and Trust

EIN: 357227296 501(c)(3) Philanthropy & Grantmaking

Monticello, IL

Total Revenue
$136,955
Total Expenses
$139,209
Total Assets
$5,405,565
Net Assets
$5,405,565
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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
2019
Legal Domicile
IL
Phone
2177629431
Tax Period
2025-01-01 to 2025-12-31

Dale R Fulton Charitable Trust First State Bank and Trust, founded in 2019, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $78K in total revenue in fiscal year 2022. Expenses of $126K exceeded revenue, resulting in a 62% operating deficit.

Mission

Dale R. Fulton Charitable Trust is dedicated to supporting Friendship Hill, Inc. of Illinois

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $34,276
Other Revenue $102,679
TOTAL REVENUE $136,955

Expense Breakdown

Grants Paid $110,000
Salaries & Benefits $24,629
Fundraising Expenses $2,463
Program Expenses $136,746
Other Expenses $4,580
TOTAL EXPENSES $139,209

Year-over-Year Comparison

2025 2024 Change
Revenue $136,955 $157,101 -0.1%
Expenses $139,209 $129,820 +0.1%
Net Income $-2,254 $27,281 -1.1%
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

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Governance

Voting Members
3
Independent Members
1
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
0
$0
Total Directors
2
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Josh Ponder Trustee 1.0
Director
$0 $0 $0
William Blickhan Trustee 1.0
Director
$0 $0 $0
First State Bank and Trust Trustee 1.0
$24,629 $0 $24,629
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 $136,955 $139,209 $5,405,565 $-2,254
2024 $157,101 $129,820 $5,407,448 $27,281
2023 $237,974 $99,046 $5,379,774 $138,928
2022 $77,551 $125,676 $5,341,792 $-48,125
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