NORMAN C TANNER & BARBARA L TANNER CHARITABLE SUPPORT TRUST (EIN 477152418) - 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

2015

Legal Domicile

Principal Officer

DEON T HILGER

Tax Period

2024-01-01 to 2024-12-31

NORMAN C TANNER & BARBARA L TANNER CHARITABLE SUPPORT TRUST, founded in 2015, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $315K in total revenue in fiscal year 2024. Net assets of $5.8M represent 223 months of operating reserves.

Mission

THIS TRUST IS ORGANIZED EXCLUSIVELY FOR CHARITABLE, RELIGIOUS, EDUCATIONAL, AND SCIENTIFIC PURPOSES, INCLUDING, FOR SUCH PURPOSES, THE MAKING OF DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS DESCRIBED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, OR CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE. THIS IS A TYPE 1 CHARITABLE SUPPORT ORGANIZATION.

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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 $0

Investment Income $314,776

Other Revenue $0

TOTAL REVENUE $314,776

Expense Breakdown

Grants Paid $314,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $314,000

Other Expenses $1,000

TOTAL EXPENSES $315,000

Year-over-Year Comparison

	2024	2023	Change
Revenue	$314,776	$327,707	0.0%
Expenses	$315,000	$317,100	0.0%
Net Income	$-224	$10,607	-1.0%

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

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
SUSAN T CHAPMAN	TRUSTEE	1.00	Director	$0	$0	$0
DEON T HILGER	TRUSTEE	1.00	Director	$0	$0	$0
KRISTY WALKER - ROTARY CLUB 24	ROTARY CLUB	1.00		$0	$0	$0
KARY BILLINGS - BACHAUER FOUNDATION	BACHAUER FDN	1.00		$0	$0	$0
KYLE BRAITHWAITE - WEBER STATE UNIV	WEBER STATE	1.00		$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	$314,776	$315,000	$5,836,911	$-224
2023	$327,707	$317,100	$5,348,407	$10,607
2022	$419,135	$419,165	$5,558,891	$-30
2021	$314,219	$317,322	$4,977,101	$-3,103
2020	$261,916	$261,750	$4,351,839	$166
2019	$443,463	$491,750	$4,351,673	$-48,287
2018	$285,580	$331,700	$4,516,324	$-46,120

NORMAN C TANNER & BARBARA L TANNER CHARITABLE SUPPORT TRUST