CUSHMAN ALBERT RICE TRUST 180205 (EIN 416019335) - 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

1992

Legal Domicile

Principal Officer

MICHAEL PITTS

Phone

8124641584

Tax Period

2025-01-01 to 2025-12-31

CUSHMAN ALBERT RICE TRUST 180205, founded in 1992, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $403K in total revenue in fiscal year 2025. Revenue fell 34% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $256K, a strong 64% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT TO CARRIS HEALTH LLC

🔒

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 $382,731

Other Revenue $19,911

TOTAL REVENUE $402,642

Expense Breakdown

Grants Paid $84,755

Salaries & Benefits $54,445

Fundraising Expenses $0

Program Expenses $146,339

Other Expenses $7,139

TOTAL EXPENSES $146,339

Year-over-Year Comparison

	2025	2024	Change
Revenue	$402,642	$608,326	-0.3%
Expenses	$146,339	$168,655	-0.1%
Net Income	$256,303	$439,671	-0.4%

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

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
JON C SAUNDERS	CO-TRUSTEE	N/A	Director	$0	$0	$0
ERIC WEIBERG	CO-TRUSTEE	N/A	Director	$0	$0	$0
N/A	TRUSTEE	N/A		$54,445	$0	$54,445

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	$402,642	$146,339	$4,598,656	$256,303
2024	$608,326	$168,655	$4,340,281	$439,671
2023	$170,270	$116,077	$3,914,190	$54,193
2022	$139,265	$143,565	$3,860,830	$-4,300
2021	$454,106	$268,350	$3,865,763	$185,756
2020	$47,300	$43,829	$3,679,360	$3,471

CUSHMAN ALBERT RICE TRUST 180205