FREEMAN EMMA TRUST F0211400 (EIN 746149528) - 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

1971

Legal Domicile

Principal Officer

DEBBIE BROEMSEN

Phone

2102204623

Tax Period

2024-11-01 to 2025-10-31

FREEMAN EMMA TRUST F0211400, founded in 1971, is a small nonprofit that reported $424K in total revenue in fiscal year 2024. Revenue surged 89% from the prior year, signaling strong growth momentum. The organization ran a surplus of $109K, a strong 26% operating margin.

Mission

THE PRIMARY PURPOSE OF THE EMMA FREEMENT TRUST IS TO ASSIST THE RELIGIOUS AND CHARITABLE BENEFICIARY ORGANIZATIONS. EACH OF THESE RELIGIOUS AND CHARITABLE ORGANIZATIONS IS ORGANZIED AND OPERATED EXCLUSIVELY FOR RELIGIOUS, CHARITABLE, OR EDUCATIONAL PURPOSES AND ALL CONTRIBUTIONS SHALL BE USED ONLY IN THE STATE OF TEXAS.

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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 $424,328

Other Revenue $0

TOTAL REVENUE $424,328

Expense Breakdown

Grants Paid $235,364

Salaries & Benefits $76,922

Fundraising Expenses $0

Program Expenses $235,365

Other Expenses $3,150

TOTAL EXPENSES $315,436

Year-over-Year Comparison

	2024	2023	Change
Revenue	$424,328	$224,507	+0.9%
Expenses	$315,436	$287,093	+0.1%
Net Income	$108,892	$-62,586	-2.7%

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	40.0		$72,327	$0	$72,327

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	$424,328	$315,436	$7,380,206	$108,892
2024	$224,507	$287,093	$7,271,314	$-62,586
2023	$311,612	$265,894	$7,333,900	$45,718
2022	$969,254	$224,546	$7,288,182	$744,708
2021	$304,929	$344,862	$6,543,474	$-39,933
2020	$202,613	$231,777	$6,583,524	$-29,164
2019	$513,928	$195,431	$6,612,691	$318,497
2018	$696,628	$179,576	$6,294,193	$517,052

FREEMAN EMMA TRUST F0211400