OM CHARITABLE TR OF USA (EIN 846652564) - 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

2020

Legal Domicile

Principal Officer

SHANKERBHAI G PATEL

Phone

6154496411

Tax Period

2023-01-01 to 2023-12-31

OM CHARITABLE TR OF USA, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $636K in total revenue in fiscal year 2023. Revenue fell 62% from the prior year — a significant decline worth monitoring. Expenses of $1.3M exceeded revenue, resulting in a 106% operating deficit.

Mission

TO SOLICIT CHARITABLE CONTRIBUTIONS FROM INDIVIDUALS FOR THE PURPOSE OF DONATING THOSE FUNDS IN SUPPORT OF VARIOUS EDUCATIONAL FACILITIES, SOCIAL WELFARE PROGRAMS, HOSPITALS, AND RELIGIOUS INSTITUTIONS.

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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 $567,608

Program Service Revenue $0

Investment Income $68,089

Other Revenue $0

TOTAL REVENUE $635,697

Expense Breakdown

Grants Paid $1,261,988

Salaries & Benefits $0

Fundraising Expenses $12,084

Program Expenses $1,261,988

Other Expenses $48,268

TOTAL EXPENSES $1,310,256

Year-over-Year Comparison

	2023	2022	Change
Revenue	$635,697	$1,684,526	-0.6%
Expenses	$1,310,256	$388,065	+2.4%
Net Income	$-674,559	$1,296,461	-1.5%

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
RAMANBHAI J PATEL	TRUSTEE	N/A	Director	$0	$0	$0
SHANKERBHAI G PATEL	MANAGING TRU	N/A	Director	$0	$0	$0
SITARAMBHAI N PATEL	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	$635,697	$1,310,256	$1,609,033	$-674,559
2022	$1,684,526	$388,065	$2,283,592	$1,296,461
2021	$2,115,299	$1,426,020	$987,131	$689,279
2020	$1,073,404	$775,552	$297,852	$297,852

OM CHARITABLE TR OF USA