EDGAR W FREEMAN CHARITABLE TRUST (EIN 416225766) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1980

Legal Domicile

Principal Officer

FIRST DAKOTA NATIONAL BANK

Phone

6056654923

Tax Period

2023-01-01 to 2023-12-31

EDGAR W FREEMAN CHARITABLE TRUST, founded in 1980, is a small nonprofit that reported $394K in total revenue in fiscal year 2018. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $113K, a strong 29% operating margin.

Mission

ON JANUARY 2ND 1980, EDGAR W. FREEMAN ESTABLISHED A CHARITABLE TRUST. THE TRUST WAS ORGANIZED EXCLUSIVELY TO MAKE DISTRIBUTIONS TO SUPPORT OR MAINTAIN PROFESSORSHIPS AT THE UNIVERSITY OF SOUTH DAKOTA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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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 $392,017

Other Revenue $0

TOTAL REVENUE $392,017

Expense Breakdown

Grants Paid $263,152

Salaries & Benefits $36,834

Fundraising Expenses $0

Program Expenses $286,667

Other Expenses $6,537

TOTAL EXPENSES $306,523

Year-over-Year Comparison

	2023	2022	Change
Revenue	$392,017	$319,606	+0.2%
Expenses	$306,523	$318,647	0.0%
Net Income	$85,494	$959	+88.1%

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
FIRST DAKOTA NATIONAL BANK	TRUSTEE	1.00		$36,834	$0	$36,834
JOHN DUDLEY	TRUSTEE	0.10	Director	$0	$0	$0
SHEILA GESTRING	TRUSTEE	0.10	Director	$0	$0	$0
TIMOTHY O'KEEFE	TRUSTEE	0.10	Director	$0	$0	$0
TIM RIDGWAY	TRUSTEE	0.10	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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$392,017	$306,523	$6,595,228	$85,494
2022	$319,606	$318,647	$6,509,734	$959
2021	$537,623	$299,526	$6,508,775	$238,097
2020	$281,644	$294,042	$6,270,678	$-12,398
2019	$602,830	$284,411	$6,283,076	$318,419
2018	$393,562	$280,124	$5,964,657	$113,438

EDGAR W FREEMAN CHARITABLE TRUST