MARGARET BLOOM TRUST 1045000013 (EIN 376224584) - 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

1983

Legal Domicile

Principal Officer

KAREN WALKER

Phone

2173654800

Tax Period

2024-02-01 to 2025-01-31

MARGARET BLOOM TRUST 1045000013, founded in 1983, is a small nonprofit in the Education sector that reported $773K in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring. Expenses of $683K left a modest 12% surplus.

Mission

THE ORGANIZATION IS A CHARITABLE TRUST THAT WAS CREATED UNDER THE WILL OF MARGARET BLOOM WHOSE DATE OF DEATH WAS SEPTEMBER 29, 1981. THE TRUST PROVIDES THAT THE ASSETS OF THE TRUST ARE TO BE HELD IN TRUST BY THE TRUSTEE FOR THE USE AND BENEFIT OF THE UNIVERSITY OF ILLINOIS FOUNDATION IN PROVIDING SCHOLARSHIPS AT THE UNIVERSITY OF ILLINOIS, URBANA, ILLINOIS. DISTRIBUTIONS FROM THE TRUST ARE TO BE USED SOLELY FOR THE EDUCATION AND MAINTENANCE OF STUDENTS AT THE UNIVERSITY OF ILLINOIS WHO MEET CERTAIN CONDITIONS PROVIDED FOR THEIR COLLEGE EDUCATION.

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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 $678,902

Other Revenue $93,650

TOTAL REVENUE $772,552

Expense Breakdown

Grants Paid $550,070

Salaries & Benefits $122,030

Fundraising Expenses $0

Program Expenses $550,070

Other Expenses $10,936

TOTAL EXPENSES $683,036

Year-over-Year Comparison

	2024	2023	Change
Revenue	$772,552	$1,196,141	-0.4%
Expenses	$683,036	$666,329	+0.0%
Net Income	$89,516	$529,812	-0.8%

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		$122,030	$0	$122,030

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	No data	No data	No data	No data
2025	$772,552	$683,036	$9,311,679	$89,516
2024	$1,196,141	$666,329	$9,224,565	$529,812
2023	$381,435	$643,289	$8,695,582	$-261,854
2022	$783,083	$584,208	$8,947,381	$198,875
2021	$392,176	$555,045	$8,749,653	$-162,869
2020	$264,244	$544,704	$8,906,885	$-280,460
2019	$462,087	$549,672	$9,194,961	$-87,585

MARGARET BLOOM TRUST 1045000013