IVAN & CAROLINE WILSON MEMORIAL TRUST (EIN 426528237) - Form 990 Financial Analysis & Trantor Score

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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

1995

Legal Domicile

Phone

7122462029

Tax Period

2024-01-01 to 2024-12-31

IVAN & CAROLINE WILSON MEMORIAL TRUST, founded in 1995, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $436K in total revenue in fiscal year 2024. Expenses of $418K left a modest 4% surplus.

Mission

THE ORGANIZATION IS A CHARITABLE TRUST AND ALL BENEFICIARIES ARE SECTION 501(C)3 TAX EXEMPT ORGANIZATIONS. THE ORGANIZATIONS MISSION IS TO PRESERVE CAPITAL WHILE EARNING OPTIMUM INCOME FOR DISTRIBUTION TO DESIGNATED BENEFICIARIES

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $436,039

Other Revenue $0

TOTAL REVENUE $436,039

Expense Breakdown

Grants Paid $387,448

Salaries & Benefits $30,000

Fundraising Expenses $0

Program Expenses $417,977

Other Expenses $529

TOTAL EXPENSES $417,977

Year-over-Year Comparison

	2024	2023	Change
Revenue	$436,039	$417,707	+0.0%
Expenses	$417,977	$416,453	+0.0%
Net Income	$18,062	$1,254	+13.4%

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

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

$15,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GARY T GEE	TRUSTEE	1.00	Director	$15,000	$0	$15,000
N/A	TRUSTEE	1.00		$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
2024	$436,039	$417,977	$6,268,863	$18,062
2023	$417,707	$416,453	$6,250,801	$1,254
2022	$416,362	$439,753	$6,249,547	$-23,391
2021	$439,797	$432,330	$6,272,938	$7,467
2020	$432,380	$430,595	$6,265,471	$1,785
2019	$430,531	$369,839	$6,263,686	$60,692
2018	$369,891	$374,976	$6,202,994	$-5,085

IVAN & CAROLINE WILSON MEMORIAL TRUST