CHARLES D INGERSOLL CHARITABLE TRUST 5704 (EIN 366015479) - 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

1956

Legal Domicile

Principal Officer

Carie Miller

Phone

3096475000

Tax Period

2025-01-01 to 2025-12-31

CHARLES D INGERSOLL CHARITABLE TRUST 5704, founded in 1956, is a small nonprofit that reported $894K in total revenue in fiscal year 2019. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 46% operating deficit.

Mission

To provide support to the Parlin-Ingersoll Library, Canton Union School, and Graham Hospital in Canton, 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%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $301,596

Other Revenue $50

TOTAL REVENUE $301,646

Expense Breakdown

Grants Paid $1,323,254

Salaries & Benefits $93,212

Fundraising Expenses $0

Program Expenses $1,323,253

Other Expenses $6,140

TOTAL EXPENSES $1,422,606

Year-over-Year Comparison

	2025	2024	Change
Revenue	$301,646	$1,530,992	-0.8%
Expenses	$1,422,606	$1,483,201	0.0%
Net Income	$-1,120,960	$47,791	-24.5%

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

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	Successor Trustee	5.0		$93,212	$0	$93,212

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	$301,646	$1,422,606	$21,729,703	$-1,120,960
2024	$1,530,992	$1,483,201	$22,841,784	$47,791
2023	$1,835,886	$1,511,867	$22,798,149	$324,019
2022	$605,030	$1,548,097	$22,457,118	$-943,067
2021	$4,144,735	$1,426,924	$23,421,459	$2,717,811
2020	$208,012	$1,366,581	$20,705,830	$-1,158,569
2019	$893,566	$1,303,252	$21,863,386	$-409,686

CHARLES D INGERSOLL CHARITABLE TRUST 5704