TRUST UW RALPH W BOHANNON CO EQUITABLE (EIN 626244659) - 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

2000

Principal Officer

EQUITABLE TRUST COMPANY

Phone

6154609240

Tax Period

2025-01-01 to 2025-12-31

TRUST UW RALPH W BOHANNON CO EQUITABLE, founded in 2000, is a micro nonprofit in the Religion sector that reported $88K in total revenue in fiscal year 2025. Revenue surged 63% from the prior year, signaling strong growth momentum. The organization ran a surplus of $37K, a strong 42% operating margin.

Mission

A SINGLE PURPOSE 509(A)(3) SUPPORTING ORGANIZATION FOR THE BENEFIT OF THE GREENEVILLE CUMBERLAND PRESBYTERIAN CHURCH, LOCATED IN GREENEVILLE, TN.

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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 $87,927

Other Revenue $0

TOTAL REVENUE $87,927

Expense Breakdown

Grants Paid $36,788

Salaries & Benefits $11,879

Fundraising Expenses $0

Program Expenses $50,442

Other Expenses $2,231

TOTAL EXPENSES $50,898

Year-over-Year Comparison

	2025	2024	Change
Revenue	$87,927	$54,097	+0.6%
Expenses	$50,898	$47,515	+0.1%
Net Income	$37,029	$6,582	+4.6%

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	2.0		$11,879	$0	$11,879

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	$87,927	$50,898	$1,350,963	$37,029
2024	$54,097	$47,515	$1,230,320	$6,582
2023	$30,273	$40,285	$1,143,138	$-10,012
2022	$113,028	$20,394	$1,085,445	$92,634
2021	$128,244	$11,761	$1,317,771	$116,483
2020	$60,000	$19,737	$847,085	$40,263
2019	$61,276	$35,843	$806,822	$25,433
2018	$70,558	$54,631	$781,389	$15,927

TRUST UW RALPH W BOHANNON CO EQUITABLE