CHARLES A LIVINGSTON AND CHARLOTTE B (EIN 366024928) - 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

1958

Legal Domicile

Phone

8474266771

Tax Period

2025-01-01 to 2025-12-31

CHARLES A LIVINGSTON AND CHARLOTTE B, founded in 1958, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $11K in total revenue in fiscal year 2025. Revenue fell 31% from the prior year — a significant decline worth monitoring. Expenses of $14K exceeded revenue, resulting in a 29% operating deficit.

Mission

CHARLES A. LIVINGSTON AND CHARLOTTE B. LIVINGSTON MEMORIAL FUNDS IS A TYPE III SUPPORTING ORGANIZATION WHICH SUPPORTS THE EPISCOPAL BISHOP OF THE DIOCESE OF CHICAGO AND THE ST. PAULS EPISCOPAL CHURCH

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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 $10,920

Other Revenue $0

TOTAL REVENUE $10,920

Expense Breakdown

Grants Paid $9,606

Salaries & Benefits $3,616

Fundraising Expenses $0

Program Expenses $9,606

Other Expenses $843

TOTAL EXPENSES $14,065

Year-over-Year Comparison

	2025	2024	Change
Revenue	$10,920	$15,722	-0.3%
Expenses	$14,065	$14,194	0.0%
Net Income	$-3,145	$1,528	-3.1%

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

Governance

Voting Members

N/A

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	Trustee	2.0		$3,616	$0	$3,616

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	$10,920	$14,065	$207,407	$-3,145
2024	No data	No data	No data	No data
2023	$11,242	$14,089	$209,024	$-2,847
2022	$5,912	$14,466	$211,871	$-8,554
2021	$29,520	$9,120	$225,111	$20,400
2020	$8,303	$13,187	$204,711	$-4,884

CHARLES A LIVINGSTON AND CHARLOTTE B