ENGEBRETSON FAMILY CHARITABLE TRUST

EIN: 416445383 501(c)(3) Philanthropy & Grantmaking

SAINT LOUIS, MO

Total Revenue
$107,164
Total Expenses
$101,612
Total Assets
$2,057,542
Net Assets
$2,057,542
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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
1981
Legal Domicile
MN
Phone
8003523705
Tax Period
2024-01-01 to 2024-12-31

ENGEBRETSON FAMILY CHARITABLE TRUST, founded in 1981, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $107K in total revenue in fiscal year 2024. Revenue surged 24% from the prior year, signaling strong growth momentum. Expenses of $102K left a modest 5% surplus.

Mission

TO PROVIDE FUNDING TO THE MEDICAL RESEARCH FOUNDATION.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $107,164
Other Revenue $0
TOTAL REVENUE $107,164

Expense Breakdown

Grants Paid $57,554
Salaries & Benefits $38,907
Fundraising Expenses $0
Program Expenses $59,304
Other Expenses $5,151
TOTAL EXPENSES $101,612

Year-over-Year Comparison

2024 2023 Change
Revenue $107,164 $86,573 +0.2%
Expenses $101,612 $99,266 +0.0%
Net Income $5,552 $-12,693 -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

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Governance

Voting Members
2
Independent Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.0
$38,907 $0 $38,907
N/A CO-TRUSTEE N/A
$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 $107,164 $101,612 $2,057,542 $5,552
2023 $86,573 $99,266 $2,050,810 $-12,693
2022 $72,821 $96,108 $2,066,472 $-23,287
2021 $245,790 $75,107 $2,089,568 $170,683
2020 $99,280 $62,246 $1,918,745 $37,034
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