ALAN DAN ORME CHARITABLE TRUST C/O CRAIG DUNCAN (EIN 817037264) - 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

Legal Domicile

Principal Officer

CRAIG B DUNCAN

Phone

7069623486

Tax Period

2023-01-01 to 2023-12-31

ALAN DAN ORME CHARITABLE TRUST C/O CRAIG DUNCAN is a micro nonprofit in the Religion sector that reported $55K in total revenue in fiscal year 2023.

Mission

THE TRUST IS A SUPPORTING ORGANIZATION, CREATED TO SUPPORT THE UNIVERSITY CHURCH IN ATHENS, GEORGIA, AND ITS OUTREACH MINISTRIES. THE UNIVERSITY CHURCH IS A CHRISTIAN RELIGIOUS ORGANIZATION AND FAITH COMMUNITY IN THE REFORMED TRADITION WITH A PRESBYTERIAN STYLE OF GOVERNANCE. THE CHURCH CONDUCTS REGULAR WORSHIP SERVICES, SCRIPTURE STUDY, AND DISCIPLESHIP.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $13,542

Other Revenue $-68,187

TOTAL REVENUE $-54,645

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $10,905

TOTAL EXPENSES $10,905

Year-over-Year Comparison

	2023	2022	Change
Revenue	$-54,645	$-46,643	+0.2%
Expenses	$10,905	$1,672	+5.5%
Net Income	$-65,550	$-48,315	+0.4%

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

Governance

Voting Members

Independent Members

Employees

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
CRAIG B DUNCAN	TRUSTEE	N/A	Director	$0	$0	$0
B LEE MOODY	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	No data	No data	No data	No data
2023	$-54,645	$10,905	$1,133,931	$-65,550
2022	$-46,643	$1,672	$1,208,827	$-48,315
2021	$79,790	$2,521	$1,257,061	$77,269
2020	$111,684	$4,272	$1,179,920	$107,412
2019	$-27,977	$4,786	$1,077,005	$-32,763
2018	$1,103,693	$3,876	$1,109,765	$1,099,817

ALAN DAN ORME CHARITABLE TRUST C/O CRAIG DUNCAN