Dennis P Norby Revocable Trust

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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

Tax Period

2022-01-01 to 2022-12-31

Dennis P Norby Revocable Trust, founded in 2020, is a small nonprofit that reported $597K in total revenue in fiscal year 2022. Revenue surged 326% from the prior year, signaling strong growth momentum. The organization ran a surplus of $159K, a strong 27% operating margin.

Mission

Distribute Trusts assets to charitiable beneficiaries and terminate trust.

Program Service Accomplishments

Program 1

Expenses: $438,348 Revenue: $596,614

The purpose of the Trust is to distribute assets to charitable beneficiaries and then terminate the Trust.

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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 (2022)

Revenue Breakdown

Contributions & Grants $596,614

Program Service Revenue $0

Investment Income $323

Other Revenue $0

TOTAL REVENUE $596,937

Expense Breakdown

Grants Paid $400,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $438,348

Other Expenses $38,348

TOTAL EXPENSES $438,348

Year-over-Year Comparison

	2022	2021	Change
Revenue	$596,937	$140,052	+3.3%
Expenses	$438,348	$563,512	-0.2%
Net Income	$158,589	$-423,460	-1.4%

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

N/A

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

$20,940

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Ronald B Sieloff	Trustee	1.20	Director	$20,940	$0	$20,940

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
2022	$596,937	$438,348	$253,854	$158,589