NELSON CHARITABLE TRUST

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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

1982

Legal Domicile

Principal Officer

SAME AS C ABOVE

Phone

3126306000

Tax Period

2025-02-01 to 2026-01-31

NELSON CHARITABLE TRUST, founded in 1982, is a small nonprofit in the Community Improvement sector that reported $260K in total revenue in fiscal year 2025. Revenue fell 43% from the prior year — a significant decline worth monitoring. Net assets of $4.8M represent 220 months of operating reserves.

Mission

TO SUPPORT IMMANUEL LUTHERAN CHURCH

Program Service Accomplishments

Program 1

Expenses: $236,843

IMMANUEL LUTHERAN CHURCH - GRANT

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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 $260,214

Other Revenue $0

TOTAL REVENUE $260,214

Expense Breakdown

Grants Paid $197,454

Salaries & Benefits $59,459

Fundraising Expenses $0

Program Expenses $236,843

Other Expenses $6,110

TOTAL EXPENSES $263,023

Year-over-Year Comparison

	2025	2024	Change
Revenue	$260,214	$457,242	-0.4%
Expenses	$263,023	$279,459	-0.1%
Net Income	$-2,809	$177,783	-1.0%

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
GARY KNAPP	TRUSTEE	N/A	Director	$0	$0	$0
NORTHERN TRUST COMPANY	TRUSTEE	N/A		$59,459	$0	$59,459

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	$260,214	$263,023	$4,781,243	$-2,809
2025	$457,242	$279,459	$4,963,112	$177,783
2024	$1,135,447	$251,271	$4,784,954	$884,176
2023	$204,304	$204,656	$3,900,778	$-352
2022	$232,387	$193,342	$3,901,825	$39,045
2021	$-3,629	$180,637	$3,862,779	$-184,266
2020	$225,999	$227,793	$4,044,726	$-1,794