TAU TRUST ASSOCIATION (EIN 454644652) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

ANDREW T SCHRIMSCHER

Phone

8002466342

Tax Period

2024-07-01 to 2025-06-30

TAU TRUST ASSOCIATION, founded in 1986, is a small nonprofit in the Education sector that reported $189K in total revenue in fiscal year 2018. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $119K, a strong 63% operating margin.

Mission

PROVIDE HOUSING FOR UNDERGRADUATE CHAPTER OF NATIONAL COLLEGIATE FRATERNITY AND FACILITATE INTERACTION BETWEEN ALUMNI AND UNDERGRADUATE MEMBERS.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $31,200

Program Service Revenue $380,000

Investment Income $38,633

Other Revenue $0

TOTAL REVENUE $449,833

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $145,581

TOTAL EXPENSES $145,581

Year-over-Year Comparison

	2024	2023	Change
Revenue	$449,833	$701,077	-0.4%
Expenses	$145,581	$97,609	+0.5%
Net Income	$304,252	$603,468	-0.5%

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROBERT BAXTER	SECRETARY	5.00	Officer	$0	$0	$0
DAVID DEMONBREUN	TREASURER	5.00	Officer	$0	$0	$0
ANDREW T SCHRIMSCHER	PRESIDENT	5.00	Officer	$0	$0	$0
LEE STEGAL	VICE PRESIDE	5.00	Officer	$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	$449,833	$145,581	$2,440,977	$304,252
2024	$701,077	$97,609	$2,136,725	$603,468
2023	$192,506	$74,146	$1,533,269	$118,360
2022	$320,143	$40,681	$1,414,897	$279,462
2021	$317,868	$85,408	$1,135,435	$232,460
2020	$210,599	$150,688	$903,000	$59,911
2019	$188,686	$69,595	$843,999	$119,091

TAU TRUST ASSOCIATION