THORNTON PERPETUAL CHARITABLE TRUST (EIN 366703374) - 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

1965

Legal Domicile

Principal Officer

UMFNIC-CHRIS WALTERS

Phone

3128034801

Tax Period

2025-02-01 to 2026-01-31

THORNTON PERPETUAL CHARITABLE TRUST, founded in 1965, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $37K in total revenue in fiscal year 2018. Revenue fell 46% from the prior year — a significant decline worth monitoring. Net assets of $924K represent 300 months of operating reserves.

Mission

MAKE DONATIONS TO VARIOUS REGIGIOUS, SCIENTIFIC, MEDICAL, AND EDUCATIONAL INSTITUTIONS

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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 $122,377

Other Revenue $0

TOTAL REVENUE $122,377

Expense Breakdown

Grants Paid $45,498

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,498

Other Expenses $1,625

TOTAL EXPENSES $47,123

Year-over-Year Comparison

	2025	2024	Change
Revenue	$122,377	$101,450	+0.2%
Expenses	$47,123	$38,563	+0.2%
Net Income	$75,254	$62,887	+0.2%

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
UMFNIC-CHRIS WALTERS	TRUSTEE	2.00	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
2026	$122,377	$47,123	$1,284,825	$75,254
2025	$101,450	$38,563	$1,157,670	$62,887
2024	$24,229	$38,500	$1,055,097	$-14,271
2023	$21,180	$43,391	$993,523	$-22,211
2022	$20,030	$45,995	$1,106,111	$-25,965
2021	$66,840	$39,952	$1,068,255	$26,888
2020	$59,914	$40,286	$984,471	$19,628
2019	$36,974	$36,951	$924,398	$23

THORNTON PERPETUAL CHARITABLE TRUST