KELTON &AMP ALMA WHITE MEMORIAL TR… - Form 990 Financial Data

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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

1953

Legal Domicile

Phone

8006101114

Tax Period

2024-01-01 to 2024-12-31

KELTON &AMP ALMA WHITE MEMORIAL TRUST, founded in 1953, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.4M in total revenue in fiscal year 2024. Revenue surged 54% from the prior year, signaling strong growth momentum. The organization ran a surplus of $793K, a strong 57% operating margin.

Mission

The trust makes distributions to Episcopal Diocese of Missouri for religious or charitable purposes of said church in the Diocese of Missouri.

Program Service Accomplishments

Program 1

Distributions were made to Episcopal Diocese of Missouri

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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 $1,390,725

Other Revenue $0

TOTAL REVENUE $1,390,725

Expense Breakdown

Grants Paid $528,667

Salaries & Benefits $68,632

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $597,299

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,390,725	$902,286	+0.5%
Expenses	$597,299	$523,302	+0.1%
Net Income	$793,426	$378,984	+1.1%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Trustee	1.0		$68,631	$0	$68,631

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	$1,390,725	$597,299	$14,827,787	$793,426
2023	$902,286	$523,302	$14,072,615	$378,984
2022	$993,283	$409,621	$13,649,226	$583,662
2021	$1,916,903	$364,794	$12,891,364	$1,552,109
2020	$788,800	$398,780	$11,859,598	$390,020

KELTON &AMP ALMA WHITE MEMORIAL TRUST