Vision Charitable Trust (EIN 486393123) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

MICHAEL YATES

Phone

7204682478

Tax Period

2025-01-01 to 2025-12-31

Vision Charitable Trust, founded in 2003, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.3M in total revenue in fiscal year 2025. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 16% operating deficit.

Mission

Presenting a Biblical ministry of hope encouragement strength and involvement

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $1,295,267

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $1,295,267

Expense Breakdown

Grants Paid $1,438,776

Salaries & Benefits $9,472

Fundraising Expenses $0

Program Expenses $1,325,402

Other Expenses $56,653

TOTAL EXPENSES $1,504,901

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,295,267	$5,257,129	-0.8%
Expenses	$1,504,901	$6,164,626	-0.8%
Net Income	$-209,634	$-907,497	-0.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✓ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

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
Michael S Yates	CFO Trustee	5.00	Officer 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
2025	$1,295,267	$1,504,901	$213,841	$-209,634
2024	$5,257,129	$6,164,626	$515,456	$-907,497
2023	$4,650,821	$4,769,015	$1,471,904	$-118,194
2022	$6,287,416	$7,867,613	$1,672,238	$-1,580,197
2021	$5,477,913	$4,669,752	$3,057,411	$808,161
2020	$11,886,837	$10,577,021	$2,227,858	$1,309,816
2019	$2,509,960	$2,318,347	$1,850,511	$191,613
2018	$1,542,060	$1,709,443	$1,959,610	$-167,383

Vision Charitable Trust