FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST

EIN: 421235943 501(c)(3)

MARSHALLTOWN, IA

Total Revenue
$183,429
Total Expenses
$180,522
Total Assets
$1,300,690
Net Assets
$1,300,690
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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
1980
Legal Domicile
IA
Principal Officer
NORM BACH
Phone
6417524271
Tax Period
2024-10-01 to 2025-09-30

FRANCES M & E LESTER WILLIAMS CHARITABLE TRUST, founded in 1980, is a small nonprofit that reported $183K in total revenue in fiscal year 2024. Net assets of $1.3M represent 85 months of operating reserves.

Mission

SUPPORT FOR SEC.501(C)(3) EXEMPT ORGANIZATION

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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 $109,042
Other Revenue $74,387
TOTAL REVENUE $183,429

Expense Breakdown

Grants Paid $171,393
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $171,393
Other Expenses $9,129
TOTAL EXPENSES $180,522

Year-over-Year Comparison

2024 2023 Change
Revenue $183,429 $179,695 +0.0%
Expenses $180,522 $133,891 +0.3%
Net Income $2,907 $45,804 -0.9%
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
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
0
$0
Total Directors
3
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NORM BACH TRUSTEE 1.00
Director
$0 $0 $0
SEAN K HEITMANN TRUSTEE 1.00
Director
$0 $0 $0
JAMES L GOODMAN 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
2025 $183,429 $180,522 $1,300,690 $2,907
2024 $179,695 $133,891 $1,297,783 $45,804
2023 $132,956 $131,947 $1,251,979 $1,009
2022 $132,786 $126,074 $1,250,970 $6,712
2021 $125,076 $125,289 $1,244,258 $-213
2020 $125,909 $126,459 $1,244,472 $-550
2019 $131,309 $142,450 $1,245,022 $-11,141
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