NORWOOD HILLS CHARITABLE TRUST (EIN 376456529) - 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

2010

Legal Domicile

Principal Officer

BILL MCLAUGHLIN

Phone

3145210682

Tax Period

2023-01-01 to 2023-12-31

NORWOOD HILLS CHARITABLE TRUST, founded in 2010, is a small nonprofit in the Education sector that reported $158K in total revenue in fiscal year 2023. Revenue surged 155% from the prior year, signaling strong growth momentum. The organization ran a surplus of $38K, a strong 24% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS TO CERTAIN FULL-TIME EMPLOYEES OF NORWOOD HILLS CORPORATION (D/B/A NORWOOD HILLS COUNTRY CLUB) AND TO THE DECENDANTS OF THOSE EMPLOYEES.

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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 $147,526

Program Service Revenue $0

Investment Income $10,331

Other Revenue $0

TOTAL REVENUE $157,857

Expense Breakdown

Grants Paid $116,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $116,000

Other Expenses $3,520

TOTAL EXPENSES $119,520

Year-over-Year Comparison

	2023	2022	Change
Revenue	$157,857	$61,840	+1.6%
Expenses	$119,520	$155,655	-0.2%
Net Income	$38,337	$-93,815	-1.4%

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

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
JAMES FINN	TRUSTEE THROUGH FEBRUARY 2024	1.00	Director	$0	$0	$0
BILL MCLAUGHLIN	TRUSTEE THROUGH JULY 2023	1.00	Director	$0	$0	$0
JACK HILLENBRAND	TRUSTEE THROUGH JULY 2023	1.00	Director	$0	$0	$0
ELIZABETH SCHASTEEN	TRUSTEE AS OF FEBRUARY 2024	1.00	Director	$0	$0	$0
CHRIS TERRY	TRUSTEE AS OF FEBRUARY 2024	1.00	Director	$0	$0	$0
NELSON WOOLF	TRUSTEE AS OF AUGUST 2024	1.00	Director	$0	$0	$0
BARBARA ABBETT	TRUSTEE	1.00	Director	$0	$0	$0
JAMES WILLIAMS	TRUSTEE	1.00	Director	$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
2024	No data	No data	No data	No data
2023	$157,857	$119,520	$716,108	$38,337
2022	$61,840	$155,655	$623,899	$-93,815
2021	$182,584	$141,098	$818,881	$41,486
2020	$125,668	$156,761	$768,171	$-31,093
2019	$142,817	$174,101	$785,769	$-31,284
2018	$267,623	$162,401	$756,784	$105,222

NORWOOD HILLS CHARITABLE TRUST