STANLEY F HERMAN CHARITABLE TRUST … - Form 990 Financial Data

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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

1990

Legal Domicile

Phone

8004000439

Tax Period

2024-08-01 to 2025-07-31

STANLEY F HERMAN CHARITABLE TRUST FBO, founded in 1990, is a small nonprofit in the Environment sector that reported $116K in total revenue in fiscal year 2024. Revenue fell 83% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $29K, a strong 25% operating margin.

Mission

TRUST ASSETS ARE INVESTED TO PROVIDE INCOME TO BE DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT.

Program Service Accomplishments

Program 1

Expenses: $68,745

DISTRIBUTIONS TO VARIOUS CHARITABLE ORGANIZATIONS AS DIRECTED BY THE GOVERNING DOCUMENT.

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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 $115,679

Other Revenue $0

TOTAL REVENUE $115,679

Expense Breakdown

Grants Paid $65,858

Salaries & Benefits $19,246

Fundraising Expenses $0

Program Expenses $68,745

Other Expenses $1,864

TOTAL EXPENSES $86,968

Year-over-Year Comparison

	2024	2023	Change
Revenue	$115,679	$662,926	-0.8%
Expenses	$86,968	$79,021	+0.1%
Net Income	$28,711	$583,905	-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

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
FIFTH THIRD BANK N A	TRUSTEE	1.0		$19,246	$0	$19,246

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	$115,679	$86,968	$1,292,419	$28,711
2024	$662,926	$79,021	$1,263,710	$583,905
2023	$49,393	$95,891	$679,804	$-46,498
2022	$50,218	$86,497	$726,439	$-36,279
2021	$46,361	$81,626	$762,720	$-35,265
2020	$53,073	$70,883	$797,984	$-17,810
2019	$32,654	$79,314	$815,794	$-46,660

STANLEY F HERMAN CHARITABLE TRUST FBO