NORMAN C TANNER & BARBARA L TANNER… - Form 990 Financial Data

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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

DEBORAH T SAWYER

Phone

8017469154

Tax Period

2023-01-01 to 2023-12-31

NORMAN C TANNER & BARBARA L TANNER THIRD CHARITABLE SUPPORT TRUST, founded in 2015, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $63K in total revenue in fiscal year 2023. Revenue fell 22% from the prior year — a significant decline worth monitoring. Net assets of $837K represent 161 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.

Program Service Accomplishments

Program 1

Expenses: $59,545

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $62,546

Other Revenue $0

TOTAL REVENUE $62,546

Expense Breakdown

Grants Paid $59,545

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $59,545

Other Expenses $2,100

TOTAL EXPENSES $61,645

Year-over-Year Comparison

	2023	2022	Change
Revenue	$62,546	$80,423	-0.2%
Expenses	$61,645	$81,930	-0.2%
Net Income	$901	$-1,507	-1.6%

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
DEBORAH T SAWYER	TRUSTEE	0.50	Director	$0	$0	$0
SUSAN T CHAPMAN	TRUSTEE	0.50	Director	$0	$0	$0
N/A	TRUSTEE	0.10		$0	$0	$0
N/A	TRUSTEE	0.10		$0	$0	$0
N/A	TRUSTEE	0.10		$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	No data	No data	No data	No data
2023	$62,546	$61,645	$836,906	$901
2022	$80,423	$81,930	$836,005	$-1,507
2021	$60,310	$57,600	$837,512	$2,710
2020	$50,259	$50,400	$834,802	$-141
2019	$84,891	$84,250	$834,943	$641
2018	$54,735	$55,516	$856,636	$-781

NORMAN C TANNER & BARBARA L TANNER THIRD CHARITABLE SUPPORT TRUST