HOWARD SCOTT RESIDUARY TRUST UW (EIN 636143917) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Principal Officer

REGIONS BANK TTEE

Phone

2516901337

Tax Period

2024-01-01 to 2024-12-31

HOWARD SCOTT RESIDUARY TRUST UW, founded in 2003, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $209K in total revenue in fiscal year 2018. Revenue surged 24% from the prior year, signaling strong growth momentum. The organization ran a surplus of $103K, a strong 49% operating margin.

Mission

TO PROVIDE FINANCIAL SUPPORT TO THE TOWN OF CHATOM, ALABAMA FOR THE SOLE USE AND BENEFIT OF WASHINGTON COUNTY LIBRARY FOR THE EDUCATIONAL AND CULTURAL BENEFIT OF THE RESIDENTS OF WASHINGTON COUNTY, ALABAMA.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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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 $32,697

Other Revenue $9,168

TOTAL REVENUE $41,865

Expense Breakdown

Grants Paid $127,043

Salaries & Benefits $17,158

Fundraising Expenses $0

Program Expenses $127,043

Other Expenses $4,398

TOTAL EXPENSES $148,599

Year-over-Year Comparison

	2024	2023	Change
Revenue	$41,865	$148,869	-0.7%
Expenses	$148,599	$60,484	+1.5%
Net Income	$-106,734	$88,385	-2.2%

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		$17,158	$0	$17,158

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	No data	No data	No data	No data
2024	$41,865	$148,599	$1,693,603	$-106,734
2023	$148,869	$60,484	$1,800,594	$88,385
2022	$155,968	$76,103	$1,712,217	$79,865
2021	$20,408	$97,168	$1,632,335	$-76,760
2020	$17,819	$96,365	$1,709,111	$-78,546
2019	$22,071	$103,559	$1,787,535	$-81,488
2018	$209,240	$105,820	$1,868,949	$103,420

HOWARD SCOTT RESIDUARY TRUST UW