DIETERT CLAIM ENDOWMENT TRUST C/O BROADWAY WEALTH MANAGMENT (EIN 742472564) - 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

TOBY APPLETON

Phone

2102836696

Tax Period

2024-07-01 to 2024-09-30

DIETERT CLAIM ENDOWMENT TRUST C/O BROADWAY WEALTH MANAGMENT, founded in 1994, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $101K in total revenue in fiscal year 2024. Revenue fell 79% from the prior year — a significant decline worth monitoring. Expenses of $138K exceeded revenue, resulting in a 37% operating deficit.

Mission

TO SUPPORT THE DIETERT CENTER AND ITS VARIOUS PROGRAMS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $100,635

Other Revenue $0

TOTAL REVENUE $100,635

Expense Breakdown

Grants Paid $125,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $125,000

Other Expenses $12,514

TOTAL EXPENSES $137,514

Year-over-Year Comparison

	2024	2023	Change
Revenue	$100,635	$483,130	-0.8%
Expenses	$137,514	$47,264	+1.9%
Net Income	$-36,879	$435,866	-1.1%

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
TOBY APPLETON	PRESIDENT	0.17	Officer	$0	$0	$0
GUY OVERBY	VICE PRESIDE	0.17	Officer	$0	$0	$0
AMY IVES	TREASURER	0.17	Officer	$0	$0	$0
MARK HAUFLER	SECRETARY	0.17	Officer	$0	$0	$0
LARRY HOWARD	DIRECTOR	0.15	Director	$0	$0	$0
JIMMY HUTTO	DIRECTOR	0.15	Director	$0	$0	$0
LESLEE MCCLURE	DIRECTOR	0.15	Director	$0	$0	$0
RICK PERRY	DIRECTOR	0.15	Director	$0	$0	$0
GRETCHEN RYE	DIRECTOR	0.15	Director	$0	$0	$0
JEFF WENDLING	DIRECTOR	0.15	Director	$0	$0	$0
MIKE WILSON	DIRECTOR	0.15	Director	$0	$0	$0
LISA WINTERS	DIRECTOR	0.15	Director	$0	$0	$0
N/A	TRUSTEE	N/A		$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
2024	$100,635	$137,514	$6,830,707	$-36,879
2024	$483,130	$47,264	$6,867,586	$435,866
2023	$690,102	$99,932	$6,431,720	$590,170
2022	$781,623	$213,041	$5,841,550	$568,582
2021	$371,081	$67,217	$5,272,968	$303,864
2020	$236,173	$168,047	$4,969,104	$68,126
2019	$545,681	$301,690	$4,900,978	$243,991
2018	$354,706	$354,057	$4,656,987	$649

DIETERT CLAIM ENDOWMENT TRUST C/O BROADWAY WEALTH MANAGMENT