AUSHERMAN FAMILY TRUST C/O MARVIN E AUSHERMAN TRUSTEE (EIN 527165889) - 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

2000

Legal Domicile

Principal Officer

MARVIN E AUSHERMAN

Phone

3016204477

Tax Period

2023-01-01 to 2023-12-31

AUSHERMAN FAMILY TRUST C/O MARVIN E AUSHERMAN TRUSTEE, founded in 2000, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $51K in total revenue in fiscal year 2023. Revenue fell 69% from the prior year — a significant decline worth monitoring. Expenses of $1.2M exceeded revenue, resulting in a 2149% operating deficit.

Mission

TO SUPPORT THE COMMUNITY FOUNDATION OF FREDERICK COUNTY MARYLAND, INC. IN SUPPORT OF ITS CHARITABLE, RELIGIOUS, EDUCATIONAL, OR SCIENTIFIC PURPOSES.

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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 $51,407

Other Revenue $0

TOTAL REVENUE $51,407

Expense Breakdown

Grants Paid $1,121,084

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $1,121,084

Other Expenses $35,227

TOTAL EXPENSES $1,156,311

Year-over-Year Comparison

	2023	2022	Change
Revenue	$51,407	$164,398	-0.7%
Expenses	$1,156,311	$994,780	+0.2%
Net Income	$-1,104,904	$-830,382	+0.3%

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

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
MARVIN E AUSHERMAN	TRUSTEE	1.00	Director	$0	$0	$0
JOSEPH F WELTY	TRUSTEE	1.00	Director	$0	$0	$0
JOHN F DALLAVALLE	TRUSTEE	1.00	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	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$51,407	$1,156,311	$5,651,256	$-1,104,904
2022	$164,398	$994,780	$6,087,784	$-830,382
2021	$514,119	$1,089,538	$7,932,429	$-575,419
2020	$174,196	$1,139,926	$7,890,380	$-965,730
2019	$4,447,830	$821,818	$8,633,534	$3,626,012
2018	$649,304	$576,772	$4,252,089	$72,532

AUSHERMAN FAMILY TRUST C/O MARVIN E AUSHERMAN TRUSTEE