TRUST UW JOHN T HANNA F & M BANK & TRUST TRUSTEE (EIN 426568517) - 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

2000

Legal Domicile

Principal Officer

F M BANK TRUST

Phone

3195242250

Tax Period

2023-01-01 to 2023-12-31

TRUST UW JOHN T HANNA F & M BANK & TRUST TRUSTEE, founded in 2000, is a micro nonprofit in the Religion sector that reported $38K in total revenue in fiscal year 2023. Revenue fell 60% from the prior year — a significant decline worth monitoring. Expenses of $52K exceeded revenue, resulting in a 37% operating deficit.

Mission

THIS IS A SUPPORTING ORGANIZATION FOR THE FIRST PRESBYTERIAN CHURCH OF BURLINGTON, IOWA.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $38,084

Other Revenue $0

TOTAL REVENUE $38,084

Expense Breakdown

Grants Paid $34,420

Salaries & Benefits $11,759

Fundraising Expenses $0

Program Expenses $34,420

Other Expenses $5,956

TOTAL EXPENSES $52,135

Year-over-Year Comparison

	2023	2022	Change
Revenue	$38,084	$96,183	-0.6%
Expenses	$52,135	$53,407	0.0%
Net Income	$-14,051	$42,776	-1.3%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
F M BANK TRUST	TRUSTEE	1.00		$11,759	$0	$11,759

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	$38,084	$52,135	$1,033,973	$-14,051
2022	$96,183	$53,407	$1,048,024	$42,776
2021	$91,547	$52,960	$1,005,248	$38,587
2020	$35,556	$50,330	$966,661	$-14,774
2019	$71,451	$52,818	$981,435	$18,633
2018	$62,919	$54,880	$962,802	$8,039

TRUST UW JOHN T HANNA F & M BANK & TRUST TRUSTEE