CHARLOTTE ANN RUSSELL CHARITABLE TRUST

EIN: 363146220 501(c)(3)

PEORIA, IL

Total Revenue
$686,908
Total Expenses
$620,449
Total Assets
$12,409,939
Net Assets
$11,845,239
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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
1981
Legal Domicile
IL
Principal Officer
TODD SHERIDAN
Tax Period
2024-01-01 to 2024-12-31

CHARLOTTE ANN RUSSELL CHARITABLE TRUST, founded in 1981, is a small nonprofit that reported $687K in total revenue in fiscal year 2024. Revenue decreased 12% compared to the prior year. Expenses of $620K left a modest 10% surplus.

Mission

TO SUPPORT VARIOUS ORGANIZATIONS AS SET FORTH IN THE TRUST AGREEMENT

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $154,700
Other Revenue $532,208
TOTAL REVENUE $686,908

Expense Breakdown

Grants Paid $564,700
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $564,700
Other Expenses $55,749
TOTAL EXPENSES $620,449

Year-over-Year Comparison

2024 2023 Change
Revenue $686,908 $778,400 -0.1%
Expenses $620,449 $756,680 -0.2%
Net Income $66,459 $21,720 +2.1%
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
5
Independent Members
5
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
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
EMILY BROWN TRUSTEE N/A
Director
$0 $0 $0
RUSS HIATT TRUSTEE N/A
Director
$0 $0 $0
DAVID NELSON TRUSTEE N/A
Director
$0 $0 $0
JIM ROOT TRUSTEE N/A
Director
$0 $0 $0
TODD SHERIDAN TRUSTEE N/A
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 $686,908 $620,449 $12,409,939 $66,459
2023 $778,400 $756,680 $12,212,357 $21,720
2022 $816,643 $768,653 $12,120,555 $47,990
2021 $678,001 $619,288 $12,099,901 $58,713
2020 $505,268 $544,058 $11,649,351 $-38,790
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