KELTON &AMP ALMA WHITE MEMORIAL TRUST

EIN: 436236634 501(c)(3) Philanthropy & Grantmaking

OAKS, PA

Total Revenue
$1,390,725
Total Expenses
$597,299
Total Assets
$14,827,787
Net Assets
$14,827,787
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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
MO
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.

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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%)

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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

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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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
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
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