HARRIETT JANE BELL CHARITABLE REMAINDER UNITRUST NUMBER 2 (EIN 376363065) - 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

2000

Legal Domicile

Principal Officer

LONGVIEW BANK

Phone

2174656360

Tax Period

2023-07-01 to 2024-06-30

HARRIETT JANE BELL CHARITABLE REMAINDER UNITRUST NUMBER 2, founded in 2000, is a micro nonprofit in the Religion sector that reported $34K in total revenue in fiscal year 2023. Revenue fell 47% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $17K, a strong 51% operating margin.

Mission

GENERAL SUPPORT OF THE PRESBYTERIAN CHURCH OF PARIS, ILLINOIS.

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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 $34,365

Other Revenue $0

TOTAL REVENUE $34,365

Expense Breakdown

Grants Paid $0

Salaries & Benefits $13,764

Fundraising Expenses $0

Other Expenses $3,222

TOTAL EXPENSES $16,986

Year-over-Year Comparison

	2023	2022	Change
Revenue	$34,365	$64,702	-0.5%
Expenses	$16,986	$89,883	-0.8%
Net Income	$17,379	$-25,181	-1.7%

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

$525

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
PROSPECT BANK	TRUSTEE	2.00		$10,199	$0	$10,199
LONGVIEW BANK	TRUSTEE	2.00		$3,040	$0	$3,040
ALFRED H KRECKMAN JR	TRUSTEE	2.00	Director	$525	$0	$525

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	$34,365	$16,986	$1,154,558	$17,379
2023	$64,702	$89,883	$1,137,179	$-25,181
2022	$173,806	$62,265	$1,162,360	$111,541
2021	$83,750	$48,537	$1,050,819	$35,213
2020	$22,169	$46,662	$1,015,606	$-24,493
2019	$41,538	$49,011	$1,040,099	$-7,473

HARRIETT JANE BELL CHARITABLE REMAINDER UNITRUST NUMBER 2