GEORGE P STUMBAUGH TESTAMENTARY TRUST (EIN 486206228) - 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

Phone

7852384114

Tax Period

2025-01-01 to 2025-12-31

GEORGE P STUMBAUGH TESTAMENTARY TRUST is a micro nonprofit that reported $52K in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $48K left a modest 8% surplus.

Mission

SUPPORTS OTHER ORGANIZATIONS

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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 $52,403

Other Revenue $0

TOTAL REVENUE $52,403

Expense Breakdown

Grants Paid $40,158

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $40,158

Other Expenses $7,926

TOTAL EXPENSES $48,084

Year-over-Year Comparison

	2025	2024	Change
Revenue	$52,403	$45,487	+0.2%
Expenses	$48,084	$50,130	0.0%
Net Income	$4,319	$-4,643	-1.9%

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

N/A

Independent Members

N/A

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
N/A	TRUSTEE	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
2025	$52,403	$48,084	$625,869	$4,319
2024	$45,487	$50,130	$621,436	$-4,643
2023	$27,445	$52,203	$626,079	$-24,758
2022	$19,988	$54,942	$650,837	$-34,954
2021	$73,261	$53,292	$685,791	$19,969
2020	$29,239	$52,430	$665,999	$-23,191
2019	$45,131	$52,720	$689,088	$-7,589
2018	$32,689	$54,508	$696,695	$-21,819

GEORGE P STUMBAUGH TESTAMENTARY TRUST