PECK IVY BELL CHAR TR F0318800

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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

1977

Legal Domicile

Principal Officer

DEBBIE BROEMSEN

Phone

2102204623

Tax Period

2024-01-01 to 2024-12-31

PECK IVY BELL CHAR TR F0318800, founded in 1977, is a micro nonprofit that reported $23K in total revenue in fiscal year 2024. Revenue surged 62% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6K, a strong 24% operating margin.

Mission

THE TRUST'S SOLE PURPOSE IS TO PROVIDE INCOME TO THE TRAVIS UNITED METHODIST CHURCH, AN ORGANIZATION WHICH IS DESCRIBED IN THE IRC SECTION 170(B)(1)(A)(1)

Program Service Accomplishments

Program 1

Expenses: $10,849

TRAVIS PARK UNITED METHODIST CHURCH SAN ANTONIO, TX

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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 $23,384

Other Revenue $0

TOTAL REVENUE $23,384

Expense Breakdown

Grants Paid $10,849

Salaries & Benefits $5,675

Fundraising Expenses $0

Program Expenses $10,849

Other Expenses $1,350

TOTAL EXPENSES $17,874

Year-over-Year Comparison

	2024	2023	Change
Revenue	$23,384	$14,400	+0.6%
Expenses	$17,874	$17,400	+0.0%
Net Income	$5,510	$-3,000	-2.8%

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
DEBBIE BROEMSEN	TRUSTEE	40.0		$5,675	$0	$5,675

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	$23,384	$17,874	$407,900	$5,510
2023	$14,400	$17,400	$402,390	$-3,000
2022	$-3,570	$19,396	$405,390	$-22,966
2021	$28,394	$22,072	$428,356	$6,322
2020	$6,095	$16,788	$422,034	$-10,693