WILLIAM B DICKINSON EDUCATIONAL TR… - Form 990 Financial Data

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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

2019

Legal Domicile

Principal Officer

MICHAEL C REID

Phone

5184587445

Tax Period

2024-01-01 to 2024-12-31

WILLIAM B DICKINSON EDUCATIONAL TRUST, founded in 2019, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $181K in total revenue in fiscal year 2024. Expenses of $168K left a modest 7% surplus.

Mission

TO HELP SUPPORT THE CHEMISTRY & MUSIC DEPT'S AT THE 2 UNIVERSITIES ATTENDED BY DR DICKINSON BY PROVIDING FUNDS FOR FELLOWSHIPS PER THE TERMS OF THE TRUST SETUP UPON HIS PASSING IN 2019

Program Service Accomplishments

Program 1

Expenses: $83,000

UNIVERSITY OF WISCONSIN MADISON FELLOWSHIP GRANT

Program 2

Expenses: $52,000

EMORY UNIVERSITY FELLOWSHIP GRANT

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $181,101

Other Revenue $0

TOTAL REVENUE $181,101

Expense Breakdown

Grants Paid $135,000

Salaries & Benefits $32,000

Fundraising Expenses $0

Program Expenses $135,000

Other Expenses $1,220

TOTAL EXPENSES $168,220

Year-over-Year Comparison

	2024	2023	Change
Revenue	$181,101	$177,368	+0.0%
Expenses	$168,220	$161,012	+0.0%
Net Income	$12,881	$16,356	-0.2%

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

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

Total Directors

$32,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL C REID	TRUSTEE	30.00	Director	$32,000	$0	$32,000

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	No data	No data	No data	No data
2024	$181,101	$168,220	$4,465,618	$12,881
2023	$177,368	$161,012	$4,164,086	$16,356
2022	$155,522	$151,544	$4,107,886	$3,978
2021	$128,937	$149,641	$4,524,285	$-20,704
2020	$130,549	$143,148	$4,110,713	$-12,599
2019	$4,060,153	$125,070	$4,163,883	$3,935,083

WILLIAM B DICKINSON EDUCATIONAL TRUST