MARGARET ELLA HARGRAVE TRUST UNDER WILL (EIN 376080208) - 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

1963

Legal Domicile

Principal Officer

FIRST FINANCIAL BANK

Phone

2175541313

Tax Period

2023-01-01 to 2023-12-31

MARGARET ELLA HARGRAVE TRUST UNDER WILL, founded in 1963, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $137K in total revenue in fiscal year 2023. Revenue surged 32% from the prior year, signaling strong growth momentum. The organization ran a surplus of $25K, a strong 18% operating margin.

Mission

The trust's sole purpose is to hold assets and make distributions to Evenglow Lodge(a retirement home) located in Pontiac, Livingston County, Illinois for the benefit of the aged in Livingston County.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $12,119

Other Revenue $124,790

TOTAL REVENUE $136,909

Expense Breakdown

Grants Paid $110,075

Salaries & Benefits $731

Fundraising Expenses $0

Program Expenses $110,075

Other Expenses $1,217

TOTAL EXPENSES $112,023

Year-over-Year Comparison

	2023	2022	Change
Revenue	$136,909	$103,935	+0.3%
Expenses	$112,023	$104,064	+0.1%
Net Income	$24,886	$-129	-193.9%

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

N/A

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	N/A		$731	$0	$731

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
2024	No data	No data	No data	No data
2023	$136,909	$112,023	$683,390	$24,886
2022	$103,935	$104,064	$665,927	$-129
2021	$93,424	$155,531	$666,004	$-62,107
2020	$64,584	$55,850	$727,352	$8,734

MARGARET ELLA HARGRAVE TRUST UNDER WILL