EARL F WAKEFIELD IRREVOCABLE CHARITABLE TRUST (EIN 486215097) - 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

1973

Legal Domicile

Phone

3162614700

Tax Period

2024-10-01 to 2025-09-30

EARL F WAKEFIELD IRREVOCABLE CHARITABLE TRUST, founded in 1973, is a micro nonprofit that reported $40K in total revenue in fiscal year 2024. Revenue surged 72% from the prior year, signaling strong growth momentum. Expenses of $46K exceeded revenue, resulting in a 16% operating deficit.

Mission

SUPPORT AND FURTHER THE WORK OF THE H L SNYDER MEDICAL RESEARCH INSTITUTE

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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 $39,856

Other Revenue $0

TOTAL REVENUE $39,856

Expense Breakdown

Grants Paid $35,000

Salaries & Benefits $11,201

Fundraising Expenses $0

Program Expenses $35,000

Other Expenses $0

TOTAL EXPENSES $46,201

Year-over-Year Comparison

	2024	2023	Change
Revenue	$39,856	$23,185	+0.7%
Expenses	$46,201	$48,333	0.0%
Net Income	$-6,345	$-25,148	-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

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
COMMERCE TRUST	TRUSTEE	1.0		$11,201	$0	$11,201

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	$39,856	$46,201	$554,519	$-6,345
2024	$23,185	$48,333	$560,867	$-25,148
2023	$23,511	$42,753	$586,016	$-19,242
2022	$59,421	$44,498	$605,258	$14,923
2021	$45,209	$44,602	$590,334	$607
2020	$11,657	$43,886	$4,823,965	$-32,229

EARL F WAKEFIELD IRREVOCABLE CHARITABLE TRUST