ROBERT A NEAGLE RESIDUARY TRUST FBO OLIVET PRESBYTERIAN CHURCH (EIN 466951265) - 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

Principal Officer

DENISE HELLE

Phone

3199307470

Tax Period

2025-01-01 to 2025-12-31

ROBERT A NEAGLE RESIDUARY TRUST FBO OLIVET PRESBYTERIAN CHURCH, founded in 2013, is a micro nonprofit in the Religion sector that reported $67K in total revenue in fiscal year 2025. Revenue grew 10% year-over-year, indicating healthy expansion. The organization ran a surplus of $19K, a strong 29% operating margin.

Mission

THE PURPOSE OF THE TRUST IS TO PROVIDE DISTRIBUTIOSN OF INCOME AND PRINCIPAL TO OLIVET PRESBYTERIAN CHURCH.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $66,609

Other Revenue $0

TOTAL REVENUE $66,609

Expense Breakdown

Grants Paid $47,500

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $47,500

Other Expenses $0

TOTAL EXPENSES $47,500

Year-over-Year Comparison

	2025	2024	Change
Revenue	$66,609	$60,282	+0.1%
Expenses	$47,500	$41,976	+0.1%
Net Income	$19,109	$18,306	+0.0%

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

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
MICHELE SCOTT	DIRECTOR	N/A	Director	$0	$0	$0
TOM MARTIN	DIRECTOR	N/A	Director	$0	$0	$0
REBECCA BLAIR	TREASURER	N/A	Director	$0	$0	$0
CAROL HORNING	DIRECTOR	N/A	Director	$0	$0	$0
SHANE NIECE-JACOBY	DIRECTOR	N/A	Director	$0	$0	$0
DENISE HELLE	TREASURER	N/A	Director	$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	$66,609	$47,500	$966,683	$19,109
2024	$60,282	$41,976	$947,574	$18,306
2023	$39,459	$41,590	$894,327	$-2,131
2022	$48,502	$163,112	$871,674	$-114,610
2021	$48,855	$38,637	$986,284	$10,218
2020	$34,274	$29,253	$909,685	$5,021

ROBERT A NEAGLE RESIDUARY TRUST FBO OLIVET PRESBYTERIAN CHURCH