WILLIAM T BARTLETT TUW TRUST DIVISION (EIN 626033258) - 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

1954

Legal Domicile

Principal Officer

KASSANDRA RICHARDSON

Phone

8655823865

Tax Period

2025-01-01 to 2025-12-31

WILLIAM T BARTLETT TUW TRUST DIVISION, founded in 1954, is a micro nonprofit that reported $28K in total revenue in fiscal year 2025. Revenue surged 73% from the prior year, signaling strong growth momentum. Net assets of $368K represent 159 months of operating reserves.

Mission

THIS TRUST WAS ESTABLISHED TO PROVIDE FINANCIAL SUPPORT EXCLUSIVELY TO THE NEW PROVIDENCE PRESBYTERIAN CHURCH OF MARYVILLE, TENNESSEE.

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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 $27,815

Other Revenue $0

TOTAL REVENUE $27,815

Expense Breakdown

Grants Paid $18,615

Salaries & Benefits $9,008

Fundraising Expenses $0

Other Expenses $150

TOTAL EXPENSES $27,773

Year-over-Year Comparison

	2025	2024	Change
Revenue	$27,815	$16,074	+0.7%
Expenses	$27,773	$26,171	+0.1%
Net Income	$42	$-10,097	-1.0%

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

N/A

Independent Members

N/A

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	N/A		$0	$9,008	$9,008

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	$27,815	$27,773	$367,599	$42
2024	No data	No data	No data	No data
2023	$18,866	$24,135	$377,700	$-5,269
2022	$22,664	$28,567	$383,551	$-5,903
2021	$38,305	$27,939	$389,950	$10,366
2020	$33,142	$25,262	$379,940	$7,880
2019	$21,782	$22,837	$371,909	$-1,055
2018	$19,073	$24,348	$372,927	$-5,275

WILLIAM T BARTLETT TUW TRUST DIVISION