R E LEE WILSON SR TRUST (EIN 716172255) - Form 990 Financial Analysis & Trantor Score

🔒

Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1997

Legal Domicile

Principal Officer

ANNA PRIESTLEY

Phone

8709301000

Tax Period

2024-12-01 to 2025-11-30

R E LEE WILSON SR TRUST, founded in 1997, is a small nonprofit that reported $156K in total revenue in fiscal year 2017. Revenue fell 34% from the prior year — a significant decline worth monitoring. Expenses of $376K exceeded revenue, resulting in a 140% operating deficit.

Mission

TO CONTRIBUTE GAINS FROM INVESTMENTS TO ARKANSAS STATE UNIVERSITY FOR EDUCATIONAL PURPOSES

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $162,706

Other Revenue $1,649

TOTAL REVENUE $164,355

Expense Breakdown

Grants Paid $178,415

Salaries & Benefits $31,513

Fundraising Expenses $0

Program Expenses $178,415

Other Expenses $3,418

TOTAL EXPENSES $213,346

Year-over-Year Comparison

	2024	2023	Change
Revenue	$164,355	$174,603	-0.1%
Expenses	$213,346	$203,845	+0.0%
Net Income	$-48,991	$-29,242	+0.7%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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	CO-TRUSTEE	10.00		$31,513	$0	$31,513
N/A	CO-TRUSTEE	15.00		$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	$164,355	$213,346	$2,608,183	$-48,991
2024	$174,603	$203,845	$2,657,174	$-29,242
2023	$94,313	$192,633	$2,686,416	$-98,320
2022	$132,806	$253,844	$2,784,736	$-121,038
2021	$331,656	$204,108	$2,905,774	$127,548
2020	$117,813	$208,073	$2,778,226	$-90,260
2019	$137,900	$186,075	$2,868,486	$-48,175
2018	$156,380	$375,722	$2,916,661	$-219,342

R E LEE WILSON SR TRUST