ENGINEERS CHARITABLE TRUST (EIN 566664024) - 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

2007

Legal Domicile

Principal Officer

DARREN TURTON

Phone

7188478484

Tax Period

2024-01-01 to 2024-12-31

ENGINEERS CHARITABLE TRUST, founded in 2007, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $305K in total revenue in fiscal year 2024. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $212K, a strong 70% operating margin.

Mission

THE PURPOSE OF THE PLAN IS TO RAISE FUNDS THROUGH VARIOUS EVENTS TO BE USED TOWARDS AWARDING SCHOLARSHIPS TO COLLEGE STUDENTS AND PROVIDING DONATIONS TO OTHER TAX-EXEMPT CHARITIES.

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $432,347

Program Service Revenue $0

Investment Income $4,726

Other Revenue $-132,491

TOTAL REVENUE $304,582

Expense Breakdown

Grants Paid $72,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $72,000

Other Expenses $20,763

TOTAL EXPENSES $92,763

Year-over-Year Comparison

	2024	2023	Change
Revenue	$304,582	$383,866	-0.2%
Expenses	$92,763	$94,403	0.0%
Net Income	$211,819	$289,463	-0.3%

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

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

$392,120

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DARREN TURTON	TRUSTEE	1.00	Director	$0	$0	$0
CHRISTOPHER DILEON	TRUSTEE	1.00	Director	$0	$0	$0
FRED SURACE	TRUSTEE	1.00	Director	$0	$0	$0
ROBERT MOCCIO	EXECUTIVE DIRECTOR	1.00	Officer	$0	$94,257	$392,120

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	$304,582	$92,763	$965,792	$211,819
2023	$383,866	$94,403	$763,123	$289,463
2022	$181,705	$99,621	$565,790	$82,084
2021	$129,693	$94,586	$480,111	$35,107
2020	$186,414	$83,344	$441,848	$103,070
2019	$129,119	$112,007	$238,243	$17,112
2018	$154,888	$100,216	$221,131	$54,672

ENGINEERS CHARITABLE TRUST