CHESROWN ANNE TRUST (EIN 367188707) - 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

2007

Legal Domicile

Phone

8474266771

Tax Period

2024-01-01 to 2024-12-31

CHESROWN ANNE TRUST, founded in 2007, is a micro nonprofit in the Arts, Culture & Humanities sector that reported $14K in total revenue in fiscal year 2024. Revenue surged 87% from the prior year, signaling strong growth momentum. The organization ran a surplus of $2K, a strong 17% operating margin.

Mission

THE ANNE CHESROWN TRUST IS A TYPE III SUPPORTING ORGANIZATION WHICH SUPPORTS THE HARRY L. PETRIE PUBLIC LIBRARY, AN EXEMPT GOVERNMENT ENTITY.

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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 $14,256

Other Revenue $0

TOTAL REVENUE $14,256

Expense Breakdown

Grants Paid $8,101

Salaries & Benefits $2,928

Fundraising Expenses $0

Program Expenses $8,101

Other Expenses $817

TOTAL EXPENSES $11,846

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,256	$7,604	+0.9%
Expenses	$11,846	$11,764	+0.0%
Net Income	$2,410	$-4,160	-1.6%

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	TRUSTEE	2.0		$2,928	$0	$2,928

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	$14,256	$11,846	$172,849	$2,410
2023	$7,604	$11,764	$170,439	$-4,160
2022	$5,070	$12,091	$174,599	$-7,021
2021	$24,618	$11,473	$181,620	$13,145
2020	$7,149	$10,892	$168,475	$-3,743

CHESROWN ANNE TRUST