Alltrust Payee Corporation Inc

EIN: 461756153 501(c)(3) Public & Societal Benefit

Vero Beach, FL

Total Revenue
$295,516
Total Expenses
$282,021
Total Assets
N/A
Net Assets
N/A
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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
2013
Legal Domicile
FL
Principal Officer
Margaret Battershell
Phone
7722260165
Tax Period
2025-01-01 to 2025-12-31

Alltrust Payee Corporation Inc, founded in 2013, is a small nonprofit in the Public & Societal Benefit sector that reported $296K in total revenue in fiscal year 2025. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $282K left a modest 5% surplus.

Mission

To provide competent representative payee services to the vulnerable population: Veterans, the elderly, and those with mental and/or physical disabilities in our community.

Program Service Accomplishments

Program 1
Expenses: $202,089

To provide competent representative payee services to the vulnerable population: Veterans, the elderly, and those with mental and/or physical disabilities in our community.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $295,516
Investment Income $0
Other Revenue $0
TOTAL REVENUE $295,516

Expense Breakdown

Grants Paid $0
Salaries & Benefits $202,089
Fundraising Expenses $0
Program Expenses $202,089
Other Expenses $79,932
TOTAL EXPENSES $282,021

Year-over-Year Comparison

2025 2024 Change
Revenue $295,516 $266,537 +0.1%
Expenses $282,021 $251,831 +0.1%
Net Income $13,495 $14,706 -0.1%
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
1
Independent Members
3
Employees
5
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
1
$30,208
Total Directors
1
$30,208
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Margaret Battershell President 40.00
Officer Director
$30,208 $0 $30,208
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 $295,516 $282,021 No data $13,495
2025 No data No data No data No data
2024 $266,537 $251,831 $22,638 $14,706
2023 $241,418 $241,912 $2,507 $-494
2022 $229,540 $237,594 $14,823 $-8,054
2021 $217,580 $225,035 $23,101 $-7,455
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