ADELINE E PROUTY TESTAMENTARY TRUST

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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

1906

Legal Domicile

Phone

8158722261

Tax Period

2025-01-01 to 2025-12-31

ADELINE E PROUTY TESTAMENTARY TRUST, founded in 1906, is a community nonprofit in the Health Care sector that reported $5.7M in total revenue in fiscal year 2025. Revenue surged 199% from the prior year, signaling strong growth momentum. The organization ran a surplus of $3.0M, a strong 53% operating margin.

Mission

SHELTERED CARE HOME FOR THE AGED AND INDEPENDENT LIVING APARTMENTS FOR THE ELDERLY.

Program Service Accomplishments

Program 1

Expenses: $2,632,841 Revenue: $2,097,062

SHELTERED HOME FOR THE AGED. NUMBER OF RESIDENTS CAPACITY - 44. INDEPENDENT LIVING APARTMENTS FOR ELDERLY 13-17 UNITS.

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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 (2025)

Revenue Breakdown

Contributions & Grants $2,836

Program Service Revenue $2,097,062

Investment Income $3,444,815

Other Revenue $153,622

TOTAL REVENUE $5,698,335

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,857,667

Fundraising Expenses $0

Program Expenses $2,632,841

Other Expenses $844,334

TOTAL EXPENSES $2,702,001

Year-over-Year Comparison

	2025	2024	Change
Revenue	$5,698,335	$1,904,270	+2.0%
Expenses	$2,702,001	$2,389,319	+0.1%
Net Income	$2,996,334	$-485,049	-7.2%

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

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

$30,720

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM BENEKE	Trustee	2.00	Director	$6,144	$0	$6,144
CHARLES HANSON	Trustee	2.00	Director	$6,144	$0	$6,144
GARY C BRUCE	Trustee	2.00	Director	$6,144	$0	$6,144
TIMOTHY HARRIS	Trustee	2.00	Director	$6,144	$0	$6,144
TRACY GRIMMER	Trustee	2.00	Director	$6,144	$0	$6,144

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	$5,698,335	$2,702,001	$10,526,116	$2,996,334
2024	$1,904,270	$2,389,319	$6,647,099	$-485,049
2023	$2,923,180	$2,239,088	$7,062,021	$684,092
2022	$1,822,639	$2,210,487	$6,339,778	$-387,848
2021	$2,633,209	$2,354,995	$6,964,965	$278,214
2020	$1,881,516	$2,279,309	$7,087,121	$-397,793
2019	$2,097,125	$2,148,931	$7,167,256	$-51,806