DISTRIBUTIONS TO ELIGIBLE CHARITABLE ORGANIZATIONS TRUST (EIN 836287728) - 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

2018

Legal Domicile

Principal Officer

JAMES L ELLIS

Phone

9155937070

Tax Period

2023-01-01 to 2023-12-31

DISTRIBUTIONS TO ELIGIBLE CHARITABLE ORGANIZATIONS TRUST, founded in 2018, is a micro nonprofit in the Animal-Related sector that reported $29K in total revenue in fiscal year 2023. Revenue surged 25% from the prior year, signaling strong growth momentum. Expenses of $46K exceeded revenue, resulting in a 60% operating deficit.

Mission

TO PROVIDE FUNDING FOR 501(C)(3) ANIMAL ORGANIZATIONS FBO THE WELLBEING OF ANIMALS AND PROVIDE STUDENT SCHOLARSHIPS FOR STUDENTS MAJORING IN PHYSICAL SCIENCE OR MATHEMATICS AT UNIVERSITY OF NORTHERN COLORADO AND STUDENTS MAJORING IN PHYSIC AT ARIZONA STATE UNIVERSITY.

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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 $25,895

Program Service Revenue $0

Investment Income $2,676

Other Revenue $0

TOTAL REVENUE $28,571

Expense Breakdown

Grants Paid $38,680

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,825

Other Expenses $7,145

TOTAL EXPENSES $45,825

Year-over-Year Comparison

	2023	2022	Change
Revenue	$28,571	$22,917	+0.2%
Expenses	$45,825	$49,200	-0.1%
Net Income	$-17,254	$-26,283	-0.3%

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

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
JAMES L ELLIS	Trustee	0.00	Director	$0	$0	$0
WALLY STOELZEL	ADM CONSULTANT	0.00	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	$28,571	$45,825	$1,018,752	$-17,254
2022	$22,917	$49,200	$736,721	$-26,283
2021	$848,775	$43,869	$900,069	$804,906
2020	$45,719	$35,714	$94,538	$10,005
2019	$40,968	$500	$65,708	$40,468

DISTRIBUTIONS TO ELIGIBLE CHARITABLE ORGANIZATIONS TRUST