SUSIE & JUANITA STREID ESTATE TRUST (EIN 376261410) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

HEARTLAND BANK TRUST CO

Phone

3096648921

Tax Period

2025-01-01 to 2025-12-31

SUSIE & JUANITA STREID ESTATE TRUST, founded in 1980, is a small nonprofit that reported $160K in total revenue in fiscal year 2025. The organization ran a surplus of $39K, a strong 24% operating margin.

Mission

THIS TRUST OWNS 3 FARMS THAT WERE LEFT IN THE TRUST, THE PROFIT FROM THESE FARMS PROVIDE INCOME TO A NOT FOR PROFIT RETIREMENT HOME, A CHURCH, AND TO PROVIDE SCHOLARSHIPS. THE TRUSTEE OVERSEES THE MANAGEMENT OF THESE FARMS TO MAXIMIZE INCOME FOR THE BENEFIT OF THE BENFICIARIES.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $13,022

Other Revenue $147,403

TOTAL REVENUE $160,425

Expense Breakdown

Grants Paid $116,302

Salaries & Benefits $3,000

Fundraising Expenses $0

Program Expenses $116,302

Other Expenses $1,988

TOTAL EXPENSES $121,290

Year-over-Year Comparison

	2025	2024	Change
Revenue	$160,425	$154,779	+0.0%
Expenses	$121,290	$124,551	0.0%
Net Income	$39,135	$30,228	+0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
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	$160,425	$121,290	$1,130,031	$39,135
2024	$154,779	$124,551	$1,155,396	$30,228
2023	$253,919	$275,819	$1,057,662	$-21,900
2022	$121,472	$87,836	$1,089,762	$33,636
2021	$167,658	$93,118	$1,057,786	$74,540
2020	$88,164	$70,711	$984,965	$17,453

SUSIE & JUANITA STREID ESTATE TRUST