DR GROVER C DALE CHARITABLE TRUST

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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

1987

Legal Domicile

Principal Officer

GEORGE MARUT

Phone

9197872021

Tax Period

2024-01-01 to 2024-12-31

DR GROVER C DALE CHARITABLE TRUST, founded in 1987, is a micro nonprofit that reported $39K in total revenue in fiscal year 2024. Revenue surged 68% from the prior year, signaling strong growth momentum. Expenses of $95K exceeded revenue, resulting in a 140% operating deficit.

Mission

TO PROVIDE SUPPORT FOR THE MASONIC HOME FOR CHILDREN AT OXFORD AND THE MASONIC AND EASTERN STAR HOME.

Program Service Accomplishments

Program 1

Expenses: $78,029

PROVIDED SUPPORT FOR THE MASONIC HOME FOR CHILDREN AT OXFORD ALONG WITH THE MASONIC AND EASTERN STAR HOME.

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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 $39,450

Other Revenue $0

TOTAL REVENUE $39,450

Expense Breakdown

Grants Paid $78,029

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $78,029

Other Expenses $16,834

TOTAL EXPENSES $94,863

Year-over-Year Comparison

	2024	2023	Change
Revenue	$39,450	$23,444	+0.7%
Expenses	$94,863	$83,028	+0.1%
Net Income	$-55,413	$-59,584	-0.1%

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	Role	Reportable Comp	Other Comp	Total
BEN CRISSMAN	SECRETARY	Officer Director	$0	$0	$0
LEWIS R LEDFORD	TREASURER	Officer Director	$0	$0	$0
JOHN BURNS	CHAIRMAN	Officer Director	$0	$0	$0
MICHAEL REGISTER	DIRECTOR	Director	$0	$0	$0
DAN C RICE	DIRECTOR	Director	$0	$0	$0
ROBERT E GRESHAM JR	DIRECTOR	Director	$0	$0	$0
LEONARD Y SAFRIT	DIRECTOR	Director	$0	$0	$0
MICHAEL A FAULKENBURY	DIRECTOR	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
2024	$39,450	$94,863	$3,000,800	$-55,413
2023	$23,444	$83,028	$2,631,876	$-59,584
2022	$25,993	$80,570	$2,297,830	$-54,577
2021	$27,764	$81,621	$2,882,210	$-53,857
2020	$26,123	$70,692	$2,509,030	$-44,569
2019	$30,452	$65,838	$2,275,964	$-35,386
2018	$28,649	$61,015	$1,799,250	$-32,366