CHARLOTTE AND HAZEL OTYSON MEMORIAL TRUST (EIN 586383699) - 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

1999

Legal Domicile

Principal Officer

BRYAN MCALLISTER

Phone

7062782911

Tax Period

2025-01-01 to 2025-12-31

CHARLOTTE AND HAZEL OTYSON MEMORIAL TRUST, founded in 1999, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $100K in total revenue in fiscal year 2025. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $53K, a strong 52% operating margin.

Mission

FUNDING OF RECREATIONAL ACTIVITIES AND CEMETERY GROUNDS OF SUPPORTED CHURCHES

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $100,437

Other Revenue $0

TOTAL REVENUE $100,437

Expense Breakdown

Grants Paid $39,708

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $39,708

Other Expenses $8,111

TOTAL EXPENSES $47,819

Year-over-Year Comparison

	2025	2024	Change
Revenue	$100,437	$87,189	+0.2%
Expenses	$47,819	$40,547	+0.2%
Net Income	$52,618	$46,642	+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	Hours/Week	Role	Reportable Comp	Other Comp	Total
CAREY ASHCRAFT	TRUSTEE	0.10	Director	$0	$0	$0
BRYAN MCALLISTER	TRUSTEE	0.20	Director	$0	$0	$0
NICOLE JISKOOT	TRUSTEE	0.10	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	$100,437	$47,819	$1,245,397	$52,618
2024	No data	No data	No data	No data
2023	$73,003	$40,223	$1,096,028	$32,780
2022	$74,836	$39,285	$1,019,317	$35,551
2021	$85,980	$36,337	$1,186,973	$49,643
2020	$54,992	$32,560	$1,086,749	$22,432
2019	$59,027	$33,358	$1,069,992	$25,669
2018	$58,808	$30,494	$901,322	$28,314

CHARLOTTE AND HAZEL OTYSON MEMORIAL TRUST