ALBERT W LOFTIN CHARITABLE TRUST

EIN: 752291085 501(c)(3)

TUPELO, MS

Total Revenue
$86,558
Total Expenses
$55,771
Total Assets
$1,395,649
Net Assets
$1,395,649
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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
1990
Legal Domicile
TX
Principal Officer
HUNTINGTON NATIONAL BANK
Phone
9033347502
Tax Period
2025-01-01 to 2025-12-31

ALBERT W LOFTIN CHARITABLE TRUST, founded in 1990, is a micro nonprofit that reported $87K in total revenue in fiscal year 2025. Revenue fell 33% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $31K, a strong 36% operating margin.

Mission

SCIENTIFIC AND EDUCATIONAL

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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%)

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Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $86,558
Other Revenue $0
TOTAL REVENUE $86,558

Expense Breakdown

Grants Paid $35,347
Salaries & Benefits $18,906
Fundraising Expenses $0
Program Expenses $55,771
Other Expenses $1,518
TOTAL EXPENSES $55,771

Year-over-Year Comparison

2025 2024 Change
Revenue $86,558 $129,625 -0.3%
Expenses $55,771 $43,297 +0.3%
Net Income $30,787 $86,328 -0.6%
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

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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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 1.0
$18,906 $0 $18,906
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 $86,558 $55,771 $1,395,649 $30,787
2024 $129,625 $43,297 $1,365,062 $86,328
2023 $25,337 $33,321 $1,279,375 $-7,984
2022 $64,583 $55,386 $1,287,588 $9,197
2021 $181,563 $28,408 $1,278,471 $153,155
2020 $26,738 $26,413 $1,125,151 $325
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