MARY E OLIVER TRUST FIRST MID WEALTH MANAGEMENT TRUSTEE (EIN 376024618) - 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

1956

Legal Domicile

Principal Officer

LAURA REICHART

Phone

2172347754

Tax Period

2025-01-01 to 2025-12-31

MARY E OLIVER TRUST FIRST MID WEALTH MANAGEMENT TRUSTEE, founded in 1956, is a small nonprofit that reported $107K in total revenue in fiscal year 2025. Revenue grew 14% year-over-year, indicating healthy expansion. Expenses of $121K exceeded revenue, resulting in a 13% operating deficit.

Mission

PROVIDE SUPPORT TO ANY HOSPITALS OWNED OR OPERATED BY ANY NONPROFIT ORGANIZATION OR MUNICIPAL CORPORATION IN AN AREA THAT EMBRACES MATTOON, 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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $3,978

Other Revenue $102,882

TOTAL REVENUE $106,860

Expense Breakdown

Grants Paid $112,000

Salaries & Benefits $5,041

Fundraising Expenses $0

Program Expenses $120,506

Other Expenses $3,465

TOTAL EXPENSES $120,506

Year-over-Year Comparison

	2025	2024	Change
Revenue	$106,860	$93,839	+0.1%
Expenses	$120,506	$120,187	+0.0%
Net Income	$-13,646	$-26,348	-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

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	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	2.00	$0	$5,041	$5,041
N/A	TRUSTEE	0.50	$0	$0	$0
N/A	TRUSTEE	0.50	$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
2025	$106,860	$120,506	$270,289	$-13,646
2024	No data	No data	No data	No data
2023	$147,753	$143,526	$310,283	$4,227
2022	$146,823	$78,578	$306,056	$68,245
2021	$121,691	$71,107	$282,186	$50,584
2020	$123,935	$57,596	$282,519	$66,339

MARY E OLIVER TRUST FIRST MID WEALTH MANAGEMENT TRUSTEE