DELORES A SACHS CHARITABLE TRUST

EIN: 776234382 501(c)(3) Education

SHEBOYGAN, WI

Total Revenue
$74,789
Total Expenses
$70,651
Total Assets
$1,660,137
Net Assets
$1,608,137
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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
1995
Principal Officer
DAVID A VAN DE WATER
Phone
9204577737
Tax Period
2024-01-01 to 2024-12-31

DELORES A SACHS CHARITABLE TRUST, founded in 1995, is a micro nonprofit in the Education sector that reported $75K in total revenue in fiscal year 2024. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $71K left a modest 6% surplus.

Mission

PROVIDE EDUCATIONAL SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS

Program Service Accomplishments

Program 1
Expenses: $35,325 Revenue: $38,035

SHEBOYGAN NORTH HIGH SCHOOL 1042 SCHOOL AVENUE SHEBOYGAN, WI 53083 SCHOLARSHIPS TO STUDENTS OF DEMONSTRATED ACADEMIC ABILITIES

Program 2
Expenses: $35,326 Revenue: $38,035

SHEBOYGAN SOUTH HIGH SCHOOL 3128 SOUTH 12TH STREET SHEBOYGAN, WI 53081 SCHOLARSHIPS TO STUDENTS OF DEMONSTRATED ACADEMIC ABILITIES

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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 (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $74,789
Other Revenue $0
TOTAL REVENUE $74,789

Expense Breakdown

Grants Paid $52,000
Salaries & Benefits $14,000
Fundraising Expenses $0
Program Expenses $70,651
Other Expenses $4,651
TOTAL EXPENSES $70,651

Year-over-Year Comparison

2024 2023 Change
Revenue $74,789 $67,479 +0.1%
Expenses $70,651 $70,466 +0.0%
Net Income $4,138 $-2,987 -2.4%
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
2
Independent Members
N/A
Employees
1
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
1
$12,929
Total Directors
2
$12,929
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID A VAN DE WATER TRUSTEE 20.00
Officer Director
$12,929 $0 $12,929
LORNA M VAN DE WATER TRUSTEE 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
2024 $74,789 $70,651 $1,660,137 $4,138
2023 $67,479 $70,466 $1,654,717 $-2,987
2022 $69,266 $65,776 $1,663,861 $3,490
2021 $67,398 $72,777 $1,661,437 $-5,379
2020 $67,424 $54,221 $1,666,662 $13,203
2019 $73,366 $64,080 $1,568,678 $9,286
2018 $72,899 $76,978 $1,399,918 $-4,079
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