ROSS & EVELYN DANIELS CHARITABLE TR

EIN: 756172738 501(c)(3)

SAN ANGELO, TX

Total Revenue
$377,894
Total Expenses
$235,660
Total Assets
$3,510,876
Net Assets
$3,510,876
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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
1988
Legal Domicile
TX
Principal Officer
TEXAS STATE BANK
Tax Period
2025-01-01 to 2025-12-31

ROSS & EVELYN DANIELS CHARITABLE TR, founded in 1988, is a small nonprofit that reported $378K in total revenue in fiscal year 2025. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $142K, a strong 38% operating margin.

Mission

SUPPORT CHARITABLE ORGANIZATIONS

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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 $377,894
Other Revenue $0
TOTAL REVENUE $377,894

Expense Breakdown

Grants Paid $215,188
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $215,188
Other Expenses $20,472
TOTAL EXPENSES $235,660

Year-over-Year Comparison

2025 2024 Change
Revenue $377,894 $324,458 +0.2%
Expenses $235,660 $237,622 0.0%
Net Income $142,234 $86,836 +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
3
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
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TEXAS STATE BANK TRUST OFFICE N/A
Director
$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 $377,894 $235,660 $3,510,876 $142,234
2024 $324,458 $237,622 $3,368,642 $86,836
2023 $449,798 $236,562 $3,281,806 $213,236
2022 $183,860 $246,568 $3,068,570 $-62,708
2021 $98,485 $151,692 $3,187,262 $-53,207
2020 $90,468 $97,989 $1,694,673 $-7,521
2019 $184,581 $80,075 $1,702,194 $104,506
2018 $100,280 $96,395 $1,597,688 $3,885
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