ANNIE LOWE STILES TRUST (EIN 581759035) - 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

1980

Legal Domicile

Principal Officer

ANNA BROWN PRIESTLEY

Phone

3184291206

Tax Period

2023-01-01 to 2023-12-31

ANNIE LOWE STILES TRUST, founded in 1980, is a small nonprofit that reported $375K in total revenue in fiscal year 2023. Revenue fell 75% from the prior year — a significant decline worth monitoring. Expenses of $556K exceeded revenue, resulting in a 49% operating deficit.

Mission

TO SUPPORT THE CHARITABLE AND EDUCATIONAL PROGRAMS OF THE COMMUNITY FOUNDATION OF SHREVEPORT-BOSSIER, A TAX EXEMPT SECTION 501(C)(3) CHARITY AND A PUBLIC CHARITY UNDER SECTION 509(A)(1).

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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 $8,132

Other Revenue $366,376

TOTAL REVENUE $374,508

Expense Breakdown

Grants Paid $0

Salaries & Benefits $61,258

Fundraising Expenses $0

Other Expenses $495,088

TOTAL EXPENSES $556,346

Year-over-Year Comparison

	2023	2022	Change
Revenue	$374,508	$1,526,563	-0.8%
Expenses	$556,346	$1,453,150	-0.6%
Net Income	$-181,838	$73,413	-3.5%

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
EDWARD J CRAWFORD III	TRUSTEE	1.50	Director	$0	$0	$0
THOMAS M MURPHY	TRUSTEE	1.50	Director	$0	$0	$0
N/A	TRUSTEE	3.00		$61,258	$0	$61,258

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	No data	No data	No data	No data
2023	$374,508	$556,346	$1,522,142	$-181,838
2022	$1,526,563	$1,453,150	$1,703,980	$73,413
2021	$1,161,208	$1,201,226	$1,630,567	$-40,018
2020	$1,274,410	$1,088,988	$1,670,585	$185,422
2019	$484,507	$452,621	$1,485,163	$31,886
2018	$331,498	$347,508	$1,453,277	$-16,010

ANNIE LOWE STILES TRUST