PEARSON EDITH KING TW

🔒

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

1964

Legal Domicile

Principal Officer

WELLS FARGO BANK N A

Phone

8003523705

Tax Period

2024-04-01 to 2025-03-31

PEARSON EDITH KING TW, founded in 1964, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $90K in total revenue in fiscal year 2024. Expenses of $146K exceeded revenue, resulting in a 62% operating deficit.

Mission

TO BENEFIT THE UNIVERSITY OF IOWA CARVER COLLEGE OF MEDICINE

Program Service Accomplishments

Program 1

Expenses: $128,323

RESTRICTED FOR GENERAL USE BY THE CHAIR OF CARDIOVASCULAR RESEARCH OF THE UNIVERSITY OF IOWA CARVER COLLEGE OF MEDICINE

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $87,569

Other Revenue $2,654

TOTAL REVENUE $90,223

Expense Breakdown

Grants Paid $119,840

Salaries & Benefits $19,587

Fundraising Expenses $0

Program Expenses $128,323

Other Expenses $7,007

TOTAL EXPENSES $146,434

Year-over-Year Comparison

	2024	2023	Change
Revenue	$90,223	$90,248	0.0%
Expenses	$146,434	$169,186	-0.1%
Net Income	$-56,211	$-78,938	-0.3%

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

Independent Members

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
SUSAN KLATT	CO-TRUSTEE	1.0	Director	$0	$0	$0
WELLS FARGO BANK N A	CO-TRUSTEE	1.0		$19,586	$0	$19,586

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	$90,223	$146,434	$2,008,887	$-56,211
2024	$90,248	$169,186	$2,066,138	$-78,938
2023	$15,864	$124,611	$2,145,773	$-108,747
2022	$191,993	$141,905	$2,254,616	$50,088
2021	$131,944	$135,421	$2,204,169	$-3,477