Alltrust Payee Corporation Inc (EIN 461756153) - Form 990 Financial Analysis & Trantor Score

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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

Principal Officer

Margaret Battershell

Phone

7722260165

Tax Period

2024-01-01 to 2024-12-31

Alltrust Payee Corporation Inc, founded in 2013, is a small nonprofit in the Public & Societal Benefit sector that reported $267K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $252K left a modest 6% 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.

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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 $266,537

Investment Income $0

Other Revenue $0

TOTAL REVENUE $266,537

Expense Breakdown

Grants Paid $0

Salaries & Benefits $197,401

Fundraising Expenses $0

Program Expenses $198,319

Other Expenses $54,430

TOTAL EXPENSES $251,831

Year-over-Year Comparison

	2024	2023	Change
Revenue	$266,537	$241,418	+0.1%
Expenses	$251,831	$241,912	+0.0%
Net Income	$14,706	$-494	-30.8%

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

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

$25,490

Total Directors

$25,490

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Margaret Battershell	President	40.00	Officer Director	$25,490	$0	$25,490

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	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

Alltrust Payee Corporation Inc