OTIS E BANKS BURIAL FUND (EIN 756038122) - 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

1940

Legal Domicile

Principal Officer

EVELYN MADDOX

Phone

4693841099

Tax Period

2025-01-01 to 2025-12-31

OTIS E BANKS BURIAL FUND, founded in 1940, is a small nonprofit that reported $246K in total revenue in fiscal year 2025. Revenue surged 22% from the prior year, signaling strong growth momentum. The organization ran a surplus of $138K, a strong 56% operating margin.

Mission

PROVIDE IMMEDIATE ASSISTANCE UPON THE DEATH OF A FIREFIGHTER

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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 $127,940

Program Service Revenue $0

Investment Income $117,714

Other Revenue $0

TOTAL REVENUE $245,654

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $10,626

TOTAL EXPENSES $107,775

Year-over-Year Comparison

	2025	2024	Change
Revenue	$245,654	$200,734	+0.2%
Expenses	$107,775	$146,164	-0.3%
Net Income	$137,879	$54,570	+1.5%

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

2559

Independent Members

2559

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
CHARLES MCLEMORE	PRESIDENT	002.00		$0	$0	$0
DAVID LINDSAy	TRUSTEE	002.00		$0	$0	$0
SUZANNE BRADDICK	TRUSTEE	002.00		$0	$0	$0
DARRYL WACHSMAN	TRUSTEE	002.00		$0	$0	$0
STEVE BOHANNON	TRUSTEE	002.00		$0	$0	$0
STEFFANI SALINAS	TRUSTEE	002.00		$0	$0	$0
DAVID DIGGS	SECRETARY	002.00	Officer	$0	$0	$0
EVELYN MADDOX	TREASURER	002.00	Officer	$0	$0	$0
JOE NEWTON	VICE PRESIDENT	002.00	Officer	$0	$0	$0

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	$245,654	$107,775	$858,050	$137,879
2024	$200,734	$146,164	$720,171	$54,570
2023	$191,838	$133,512	$665,601	$58,326
2022	$90,351	$148,494	$607,275	$-58,143
2021	$213,703	$158,633	$665,418	$55,070
2020	$150,941	$119,245	$610,348	$31,696

OTIS E BANKS BURIAL FUND