CHARITABLE TRUST OF THE MISSOURI FAMILY TRUST (EIN 431563823) - 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

1990

Legal Domicile

Principal Officer

BIANCA FARR

Phone

5732565055

Tax Period

2024-07-01 to 2025-06-30

CHARITABLE TRUST OF THE MISSOURI FAMILY TRUST, founded in 1990, is a small nonprofit in the Health Care sector that reported $519K in total revenue in fiscal year 2024. Revenue decreased 15% compared to the prior year. Net assets of $5.2M represent 120 months of operating reserves.

Mission

THE CHARITABLE TRUST PROVIDES CHARITABLE GRANTS TO ELIGIBLE MISSOURI RESIDENTS WITH DISABILITIES

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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 $10,888

Program Service Revenue $0

Investment Income $203,752

Other Revenue $304,369

TOTAL REVENUE $519,009

Expense Breakdown

Grants Paid $243,020

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $490,105

Other Expenses $270,728

TOTAL EXPENSES $513,748

Year-over-Year Comparison

	2024	2023	Change
Revenue	$519,009	$612,066	-0.2%
Expenses	$513,748	$436,545	+0.2%
Net Income	$5,261	$175,521	-1.0%

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

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

$166,034

Total Directors

$166,034

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BIANCA FARR	EXECUTIVE DI	2.00	Officer Director	$0	$27,139	$166,034
SARAH GIBONEY	PRESIDENT	2.00	Officer Director	$0	$0	$0
BIANCA FARR	SECRETARY	1.00	Officer Director	$0	$0	$0
DON EDINGER	TREASURER	1.00	Officer Director	$0	$0	$0
LETICIA THOMAS	BOARD TRUSTE	1.00	Director	$0	$0	$0
GERALD J ZAFFT	BOARD TRUSTE	1.00	Director	$0	$0	$0
CATHY STEELE	BOARD TRUSTE	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	$519,009	$513,748	$5,194,730	$5,261
2024	$612,066	$436,545	$4,841,665	$175,521
2023	$256,011	$445,421	$4,256,170	$-189,410
2022	$499,774	$502,307	$4,169,285	$-2,533
2021	$1,171,955	$561,440	$4,628,208	$610,515
2020	$350,912	$536,459	$3,896,041	$-185,547
2019	$421,012	$545,306	$4,002,158	$-124,294

CHARITABLE TRUST OF THE MISSOURI FAMILY TRUST