SHOOK CHARITABLE TRUST

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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

1983

Legal Domicile

Principal Officer

FIRST FIN TRUST ASSET

Phone

3256595957

Tax Period

2025-01-01 to 2025-12-31

SHOOK CHARITABLE TRUST, founded in 1983, is a small nonprofit in the Human Services sector that reported $891K in total revenue in fiscal year 2025. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $219K, a strong 25% operating margin.

Mission

TO FUND CHARITABLE PURPOSES OF DONEE

Program Service Accomplishments

Program 1

Expenses: $614,832

AMOUNTS PAID TO THE FIRST BAPTIST CHURCH WERE TO BE USED IN PROMOTING AND CONDUCTING CHRISTIAN AND FOREIGN MISSIONARY WORK. THE NUMBER OF PERSONS BENEFITTED IS UNDETERMINABLE.

Program 2

Expenses: $1,000

AMOUNTS PAID TO THE SALVATION ARMY WERE TO BE USED TO FURTHER THE GENERAL PURPOSES OF THE SALVATION ARMY. THE NUMBER OF PERSONS BENEFITTED IS UNDETERMINABLE.

Program 3

Expenses: $1,000

AMOUNTS PAID TO THE YOUNG MEN'S CHRISTIAN ASSOCIATION WERE TO BE USED TO FURTHER THE GENERAL PURPOSES OF THE ORGANIZATION. THE NUMBER OF PERSONS BENEFITTED IS UNDETERMINABLE.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $496,211

Other Revenue $395,064

TOTAL REVENUE $891,275

Expense Breakdown

Grants Paid $617,332

Salaries & Benefits $31,931

Fundraising Expenses $0

Program Expenses $617,332

Other Expenses $23,142

TOTAL EXPENSES $672,405

Year-over-Year Comparison

	2025	2024	Change
Revenue	$891,275	$695,164	+0.3%
Expenses	$672,405	$407,904	+0.6%
Net Income	$218,870	$287,260	-0.2%

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
PASTOR FIRST BAPTIST CHURCH	TRUSTEE	1.00	Director	$0	$0	$0
CHAIR DEACON COUNCIL FBC	TRUSTEE	1.00	Director	$0	$0	$0
N/A	TRUSTEE	1.00		$31,931	$0	$31,931

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	$891,275	$672,405	$7,718,737	$218,870
2024	No data	No data	No data	No data
2023	$157,277	$350,230	$7,226,528	$-192,953
2022	$884,502	$661,408	$7,426,836	$223,094
2021	$1,041,758	$274,278	$7,213,468	$767,480
2020	$680,051	$247,089	$6,449,200	$432,962
2019	$320,804	$249,720	$6,018,697	$71,084
2018	$250,061	$236,626	$5,948,895	$13,435