SAMUEL S COGGESHALL JR CHARITABLE TRUST (EIN 367233390) - 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

1989

Legal Domicile

Phone

2175472386

Tax Period

2024-01-01 to 2024-12-31

SAMUEL S COGGESHALL JR CHARITABLE TR, founded in 1989, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $209K in total revenue in fiscal year 2018. Revenue surged 92% from the prior year, signaling strong growth momentum. The organization ran a surplus of $94K, a strong 45% operating margin.

Mission

TO SUPPORT THE CHARITABLE PURPOSE OF THE ILLINOIS ELKS CHILDREN'S CARE CORPORATION

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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 $288,313

Other Revenue $0

TOTAL REVENUE $288,313

Expense Breakdown

Grants Paid $94,061

Salaries & Benefits $32,822

Fundraising Expenses $0

Program Expenses $94,061

Other Expenses $1,166

TOTAL EXPENSES $128,049

Year-over-Year Comparison

	2024	2023	Change
Revenue	$288,313	$97,855	+1.9%
Expenses	$128,049	$120,046	+0.1%
Net Income	$160,264	$-22,191	-8.2%

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
N/A	TRUSTEE	4.00		$32,822	$0	$32,822

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	$288,313	$128,049	$3,941,720	$160,264
2023	$97,855	$120,046	$3,781,456	$-22,191
2022	$160,857	$111,417	$3,803,647	$49,440
2021	$273,134	$112,958	$3,754,207	$160,176
2020	$141,888	$116,855	$3,594,031	$25,033
2019	$1,079,430	$279,308	$3,568,998	$800,122
2018	$209,038	$115,058	$2,768,876	$93,980

SAMUEL S COGGESHALL JR CHARITABLE TRUST