HELEN MAY LARSON CHARITABLE TRUST F0769600 (EIN 746434193) - 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

1996

Legal Domicile

Principal Officer

Debbie Broemsen

Phone

2102204623

Tax Period

2024-03-01 to 2025-02-28

HELEN MAY LARSON CHARITABLE TRUST F0769600, founded in 1996, is a small nonprofit that reported $267K in total revenue in fiscal year 2024. Revenue decreased 16% compared to the prior year. Net assets of $4.9M represent 222 months of operating reserves.

Mission

FOR THE PURPOSES OF FORM 990, THE ORGANIZATION WILL REFER TO FROST BANK, THE INSTITUTIONAL TRUSTEE OF THIS CHARITABLE TRUST. THE TRUSTEE CARRIES OUT THE INTENT AND DIRECTIONS PROVIDED IN THE GOVERNING DOCUMENTS OF THE TRUST. THE GRANTOR OF THIS TRUST INTENDED THAT IT SHALL BE OPERATED EXCLUSIVELY FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS OF, OR TO CARRY OUT THE PURPOSES OF CANCER THERAPY WITH UT HEALTH (AN ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE) UNDER THE OFFICIAL RECORD DATED 7/27/1998.

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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 $267,091

Other Revenue $0

TOTAL REVENUE $267,091

Expense Breakdown

Grants Paid $223,487

Salaries & Benefits $35,304

Fundraising Expenses $0

Program Expenses $223,487

Other Expenses $10,935

TOTAL EXPENSES $269,726

Year-over-Year Comparison

	2024	2023	Change
Revenue	$267,091	$317,627	-0.2%
Expenses	$269,726	$190,565	+0.4%
Net Income	$-2,635	$127,062	-1.0%

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	N/A		$35,304	$0	$35,304

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	$267,091	$269,726	$4,934,423	$-2,635
2024	$317,627	$190,565	$4,937,058	$127,062
2023	$69,005	$343,735	$4,809,996	$-274,730
2022	$737,090	$343,830	$5,084,726	$393,260
2021	$206,669	$328,762	$4,691,466	$-122,093
2020	$442,106	$337,528	$4,813,559	$104,578

HELEN MAY LARSON CHARITABLE TRUST F0769600