AURENE NORTON TRUST (EIN 376124411) - 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

1972

Legal Domicile

Principal Officer

MELISSA HENDRICKS

Phone

2173654800

Tax Period

2024-01-01 to 2024-12-31

AURENE NORTON TRUST, founded in 1972, is a small nonprofit that reported $169K in total revenue in fiscal year 2024. Revenue surged 152% from the prior year, signaling strong growth momentum. Net assets of $1.9M represent 137 months of operating reserves.

Mission

AS DIRECTED BY THE TRUST DOCUMENT, FUNDS ARE DISTRIBUTED TO THE UNIVERSITY OF ILLINOIS TO FUND VISITING LECTURERS IN THE FIELD OF AGRICULTURAL MARKETING AND THE SUPPORT OF AN ENDOWMENT OF A CHAIR IN THE SAME FIELD.

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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 $169,213

Other Revenue $24

TOTAL REVENUE $169,237

Expense Breakdown

Grants Paid $130,195

Salaries & Benefits $41,226

Fundraising Expenses $0

Other Expenses $3,215

TOTAL EXPENSES $174,636

Year-over-Year Comparison

	2024	2023	Change
Revenue	$169,237	$67,146	+1.5%
Expenses	$174,636	$238,312	-0.3%
Net Income	$-5,399	$-171,166	-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

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	1.5		$41,226	$0	$41,226

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	$169,237	$174,636	$1,931,274	$-5,399
2023	$67,146	$238,312	$1,936,725	$-171,166
2022	$62,323	$174,884	$2,107,599	$-112,561
2021	$151,724	$155,170	$2,219,319	$-3,446
2020	$62,572	$149,341	$2,224,081	$-86,769
2019	$88,507	$149,181	$2,310,097	$-60,674

AURENE NORTON TRUST