ROBERT GILBERT TRUST 5382 (EIN 446006426) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

Timothy E Moss

Phone

3098334111

Tax Period

2024-07-01 to 2025-06-30

ROBERT GILBERT TRUST 5382, founded in 2007, is a micro nonprofit that reported $29K in total revenue in fiscal year 2024. Revenue fell 51% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $15K, a strong 50% operating margin.

Mission

Supports charitable organization (First Christian Church, Macomb, IL)

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $29,499

Other Revenue $0

TOTAL REVENUE $29,499

Expense Breakdown

Grants Paid $9,093

Salaries & Benefits $5,346

Fundraising Expenses $0

Program Expenses $9,093

Other Expenses $235

TOTAL EXPENSES $14,674

Year-over-Year Comparison

	2024	2023	Change
Revenue	$29,499	$60,559	-0.5%
Expenses	$14,674	$36,664	-0.6%
Net Income	$14,825	$23,895	-0.4%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
Attn Timothy E Moss	Trustee	2.0		$5,346	$0	$5,346

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	$29,499	$14,674	$646,014	$14,825
2024	$60,559	$36,664	$615,794	$23,895
2023	$12,043	$27,463	$599,562	$-15,420
2022	$34,067	$25,277	$583,919	$8,790
2021	$14,829	$24,285	$645,947	$-9,456
2020	$25,405	$23,845	$568,748	$1,560
2019	$25,070	$28,569	$569,783	$-3,499

ROBERT GILBERT TRUST 5382