TRUST UW OF WILLIAM C GOERTZ C/O LAURA HALM ESQ (EIN 832429257) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Principal Officer

JANE COUGHRAN

Phone

7326162479

Tax Period

2024-01-01 to 2024-12-31

TRUST UW OF WILLIAM C GOERTZ C/O LAURA HALM ESQ, founded in 2018, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $53K in total revenue in fiscal year 2024. Revenue grew 9% year-over-year, indicating healthy expansion. The organization ran a surplus of $44K, a strong 83% operating margin.

Mission

TO PROVIDE FUNDS TO DIVINE WORD COLLEGE IN EPWORTH IOWA TO FUND SCHOLARSHIPS FOR FULL TIME STUDENTS TO BECOME A PRIEST, BROTHER OR SISTER.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $53,273

Other Revenue $0

TOTAL REVENUE $53,273

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,800

Fundraising Expenses $0

Other Expenses $4,138

TOTAL EXPENSES $8,938

Year-over-Year Comparison

	2024	2023	Change
Revenue	$53,273	$48,821	+0.1%
Expenses	$8,938	$9,637	-0.1%
Net Income	$44,335	$39,184	+0.1%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

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

$4,800

Total Directors

$4,800

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JANE COUGHRAN	TRUSTEE	2.00	Officer Director	$4,800	$0	$4,800

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	$53,273	$8,938	$1,422,456	$44,335
2023	$48,821	$9,637	$1,378,121	$39,184
2022	$51,294	$59,298	$1,338,937	$-8,004
2021	$57,622	$49,895	$1,346,941	$7,727
2020	$51,170	$42,349	$1,339,214	$8,821
2019	$1,330,410	$17	$1,330,393	$1,330,393

TRUST UW OF WILLIAM C GOERTZ C/O LAURA HALM ESQ