NICKOLAOU CONSTANDINOS SARRIS CHARITABLE TRUST (EIN 476246086) - 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

2003

Legal Domicile

Principal Officer

JOSHUA S EDWARDS

Phone

2057163080

Tax Period

2024-01-01 to 2024-12-31

NICKOLAOU CONSTANDINOS SARRIS CHARITABLE TRUST, founded in 2003, is a small nonprofit in the Education sector that reported $290K in total revenue in fiscal year 2021. Revenue surged 539% from the prior year, signaling strong growth momentum. The organization ran a surplus of $230K, a strong 79% operating margin.

Mission

SCHOLARSHIP ASSISTANCE FOR MEMBERS OF HOLY TRINITY-HOLY CROSS GREEK ORTHODOX CATHEDRAL IN BIRMINGHAM, AL WHO MATRICULATE AT THE UNIVERSITY OF ALABAMA- TUSCALOOSA, AL

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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 $0

Program Service Revenue $0

Investment Income $25,425

Other Revenue $0

TOTAL REVENUE $25,425

Expense Breakdown

Grants Paid $31,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $31,000

Other Expenses $9,458

TOTAL EXPENSES $40,458

Year-over-Year Comparison

	2024	2023	Change
Revenue	$25,425	$24,680	+0.0%
Expenses	$40,458	$35,776	+0.1%
Net Income	$-15,033	$-11,096	+0.4%

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
JOSHUA S EDWARDS	ADVISORY COMMITTEE	1.00	Director	$0	$0	$0
TOM S CONSTANTINE III	ADVISORY COMMITTEE	1.00	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
2024	$25,425	$40,458	$392,385	$-15,033
2023	$24,680	$35,776	$407,474	$-11,096
2022	$-17,019	$42,697	$418,474	$-59,716
2021	$290,139	$60,323	$478,297	$229,816

NICKOLAOU CONSTANDINOS SARRIS CHARITABLE TRUST