GROVEHAYWARD TRUST (EIN 366053004) - 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

1962

Legal Domicile

Principal Officer

Kevin Steward

Phone

8154340044

Tax Period

2024-01-01 to 2024-12-31

GROVEHAYWARD TRUST, founded in 1962, is a micro nonprofit that reported $91K in total revenue in fiscal year 2024. Revenue grew 8% year-over-year, indicating healthy expansion. Net assets of $1.9M represent 253 months of operating reserves.

Mission

Trust income is to go to the First Congregational Church of Ottawa, IL

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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 $91,247

Other Revenue $0

TOTAL REVENUE $91,247

Expense Breakdown

Grants Paid $76,464

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $76,464

Other Expenses $19,051

TOTAL EXPENSES $95,515

Year-over-Year Comparison

	2024	2023	Change
Revenue	$91,247	$84,484	+0.1%
Expenses	$95,515	$93,814	+0.0%
Net Income	$-4,268	$-9,330	-0.5%

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

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	2.00		$14,651	$0	$14,651

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	$91,247	$95,515	$1,926,007	$-4,268
2023	$84,484	$93,814	$1,930,275	$-9,330
2022	$38,667	$72,127	$1,939,605	$-33,460
2021	$67,418	$71,774	$1,973,065	$-4,356
2020	$69,399	$76,735	$1,977,421	$-7,336

GROVEHAYWARD TRUST