COLE FOUNDATION TRUST (EIN 566002294) - 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

1994

Legal Domicile

Principal Officer

R ANTHONY ORSBON

Phone

8884501956

Tax Period

2024-12-01 to 2025-11-30

COLE FOUNDATION TRUST, founded in 1994, is a small nonprofit in the Religion sector that reported $333K in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum. The organization ran a surplus of $84K, a strong 25% operating margin.

Mission

PROVIDE AID TO SUPERANNUATED UNITED METHODIST MINISTERS OF WESTERN NORTH CAROLINA. FUNDS ARE DISBURSED MONTHLY FOR THEIR SUPPORT TO HELP MEET THE COST OF GROUP HEALTH INSURANCE PROVIDED THROUGH THE WESTERN NORTH CAROLINA CONFERENCE OF THE UNITED METHODIST CHURCH.

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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 $332,695

Other Revenue $0

TOTAL REVENUE $332,695

Expense Breakdown

Grants Paid $213,449

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $213,449

Other Expenses $35,452

TOTAL EXPENSES $248,901

Year-over-Year Comparison

	2024	2023	Change
Revenue	$332,695	$264,073	+0.3%
Expenses	$248,901	$220,735	+0.1%
Net Income	$83,794	$43,338	+0.9%

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

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
R TONY ORSBON	TRUSTEE	1.00	Director	$0	$0	$0
REBECCA DOUGLAS	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	$332,695	$248,901	$3,561,727	$83,794
2024	$264,073	$220,735	$3,477,933	$43,338
2023	$220,472	$220,599	$3,434,595	$-127
2022	$281,376	$241,155	$3,434,722	$40,221
2021	$247,616	$209,643	$3,394,501	$37,973
2020	$214,931	$201,813	$3,356,528	$13,118

COLE FOUNDATION TRUST