WILLIAM HOWARD CHARITABLE TRUST (EIN 363205707) - 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

1983

Legal Domicile

Principal Officer

NATE HOWARD

Phone

8159637400

Tax Period

2024-01-01 to 2024-12-31

WILLIAM HOWARD CHARITABLE TRUST, founded in 1983, is a small nonprofit that reported $233K in total revenue in fiscal year 2024. Revenue surged 358% from the prior year, signaling strong growth momentum. Expenses of $415K exceeded revenue, resulting in a 78% operating deficit.

Mission

TO PROVIDE FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS WHICH SERVE MENTALLY OR PHYSICALLY CHALLENGED CHILDREN. IN ADDITION, THE TRUST PROVIDES FUNDING TO ITS NAMED BENEFICIARY ORGANIZATIONS, WHICH PROVIDE ATHLETIC AND RECREATIONAL OPPORTUNITIES FOR UNDER-PRIVILEGED CHILDREN.

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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 $232,739

Other Revenue $0

TOTAL REVENUE $232,739

Expense Breakdown

Grants Paid $401,235

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $412,530

Other Expenses $13,980

TOTAL EXPENSES $415,215

Year-over-Year Comparison

	2024	2023	Change
Revenue	$232,739	$50,762	+3.6%
Expenses	$415,215	$313,550	+0.3%
Net Income	$-182,476	$-262,788	-0.3%

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

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
NATE HOWARD	TRUSTEE	1.00	Director	$0	$0	$0
BEN HOLMSTROM	TRUSTEE	1.00	Director	$0	$0	$0
DENVER BITNER	TRUSTEE	1.00	Director	$0	$0	$0
GREG JURY	TRUSTEE	1.00	Director	$0	$0	$0
JEFF POTTER	TRUSTEE	1.00	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
2025	No data	No data	No data	No data
2024	$232,739	$415,215	$761,110	$-182,476
2023	$50,762	$313,550	$943,586	$-262,788
2022	$122,070	$336,405	$1,206,374	$-214,335
2021	$203,409	$273,190	$1,420,709	$-69,781
2020	$133,933	$294,972	$1,490,490	$-161,039
2019	$87,710	$260,249	$1,651,529	$-172,539
2018	$164,523	$201,985	$1,824,068	$-37,462

WILLIAM HOWARD CHARITABLE TRUST