HALLIE WILSON CHARITABLE TRUST C/O CENTRAL BANK TRUSTEE (EIN 616218165) - 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

1994

Legal Domicile

Principal Officer

ANNA HOVEKAMP

Phone

8592536222

Tax Period

2025-02-01 to 2026-01-31

HALLIE WILSON CHARITABLE TRUST C/O CENTRAL BANK TRUSTEE, founded in 1994, is a small nonprofit that reported $164K in total revenue in fiscal year 2025. The organization ran a surplus of $95K, a strong 58% operating margin.

Mission

THIS IS A CHARITABLE TRUST CREATED UNDER THE WILL OF OSCAR WILSON WHOSE ONLY PURPOSE IS TO MAKE MAKE CHARITABLE GIFTS TO VARIOUS CHARITABLE ORGANIZATIONS

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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 $164,487

Other Revenue $0

TOTAL REVENUE $164,487

Expense Breakdown

Grants Paid $48,000

Salaries & Benefits $4,067

Fundraising Expenses $0

Program Expenses $48,000

Other Expenses $17,238

TOTAL EXPENSES $69,305

Year-over-Year Comparison

	2025	2024	Change
Revenue	$164,487	$156,787	+0.0%
Expenses	$69,305	$68,298	+0.0%
Net Income	$95,182	$88,489	+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
N/A	TRUSTEE	5.00		$20,337	$0	$20,337

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
2026	$164,487	$69,305	$1,528,977	$95,182
2025	$156,787	$68,298	$1,433,795	$88,489
2024	$86,684	$75,390	$1,345,304	$11,294
2023	$80,476	$66,884	$1,334,010	$13,592
2022	$73,622	$54,119	$1,320,418	$19,503
2021	$116,702	$53,757	$1,300,915	$62,945
2020	$46,244	$47,865	$1,237,970	$-1,621
2019	$61,067	$52,633	$1,239,591	$8,434

HALLIE WILSON CHARITABLE TRUST C/O CENTRAL BANK TRUSTEE