FOWLER MEMORIAL TRUST (EIN 476136928) - 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

1984

Legal Domicile

Principal Officer

ROGER PANNIER

Phone

4027210817

Tax Period

2025-01-01 to 2025-12-31

FOWLER MEMORIAL TRUST, founded in 1984, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $57K in total revenue in fiscal year 2025. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $22K, a strong 38% operating margin.

Mission

SEE BELOW

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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 $57,470

Other Revenue $0

TOTAL REVENUE $57,470

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,278

Fundraising Expenses $0

Program Expenses $29,168

Other Expenses $10,467

TOTAL EXPENSES $35,745

Year-over-Year Comparison

	2025	2024	Change
Revenue	$57,470	$52,620	+0.1%
Expenses	$35,745	$40,049	-0.1%
Net Income	$21,725	$12,571	+0.7%

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	Role	Reportable Comp	Other Comp	Total
JILL HARTMAN	Trustee	Director	$0	$0	$0
ISAAC PADEN	Trustee	Director	$0	$0	$0
ROGER PANNIER	Treasurer	Officer Director	$0	$0	$0
JIM CAMPBELL	Trustee	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	$57,470	$35,745	$926,074	$21,725
2024	$52,620	$40,049	$904,349	$12,571
2023	$38,393	$37,648	$891,778	$745
2022	$29,068	$37,822	$891,033	$-8,754
2021	$41,807	$30,884	$899,787	$10,923
2020	$24,638	$30,817	$888,864	$-6,179
2019	$22,314	$35,817	$895,043	$-13,503
2018	$38,779	$41,912	$908,546	$-3,133

FOWLER MEMORIAL TRUST