TABITHA M DEVISCONTI RESIDUAL TRUST (EIN 581589144) - 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

1984

Legal Domicile

Principal Officer

BERT S SMITH III

Phone

2527173861

Tax Period

2024-01-01 to 2024-12-31

TABITHA M DEVISCONTI RESIDUAL TRUST, founded in 1984, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $61K in total revenue in fiscal year 2024. Revenue surged 112% from the prior year, signaling strong growth momentum. The organization ran a surplus of $33K, a strong 55% operating margin.

Mission

FUNDING CHARITABLE ORGANIZATIONS

🔒

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 $0

Program Service Revenue $0

Investment Income $43,501

Other Revenue $17,219

TOTAL REVENUE $60,720

Expense Breakdown

Grants Paid $2,700

Salaries & Benefits $3,500

Fundraising Expenses $0

Program Expenses $2,700

Other Expenses $21,245

TOTAL EXPENSES $27,445

Year-over-Year Comparison

	2024	2023	Change
Revenue	$60,720	$28,594	+1.1%
Expenses	$27,445	$89,055	-0.7%
Net Income	$33,275	$-60,461	-1.6%

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

$3,500

Total Directors

$3,500

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BERT S SMITH III	TRUSTEE	3.00	Officer Director	$3,500	$0	$3,500

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
2024	$60,720	$27,445	$1,941,537	$33,275
2023	$28,594	$89,055	$1,908,262	$-60,461
2022	$116,910	$50,803	$1,968,723	$66,107
2021	$55,081	$24,027	$1,902,616	$31,054
2020	$22,798	$237,372	$1,871,562	$-214,574

TABITHA M DEVISCONTI RESIDUAL TRUST