SHULER TRUST (EIN 866165801) - 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

1986

Legal Domicile

Phone

9138044124

Tax Period

2025-01-01 to 2025-12-31

SHULER TRUST, founded in 1986, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $7K in total revenue in fiscal year 2025. Revenue grew 12% year-over-year, indicating healthy expansion. Expenses of $15K exceeded revenue, resulting in a 125% operating deficit.

Mission

Type 1 organization established to provide support to A New Leaf Inc a 501c3 organization

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $6,707

Other Revenue $0

TOTAL REVENUE $6,707

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,552

Fundraising Expenses $0

Program Expenses $9,470

Other Expenses $13,541

TOTAL EXPENSES $15,093

Year-over-Year Comparison

	2025	2024	Change
Revenue	$6,707	$5,996	+0.1%
Expenses	$15,093	$15,273	0.0%
Net Income	$-8,386	$-9,277	-0.1%

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
N/A	TRUSTEE	002.00		$1,552	$0	$1,552

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	$6,707	$15,093	$171,745	$-8,386
2024	No data	No data	No data	No data
2023	$4,600	$15,188	$189,335	$-10,588
2022	$6,995	$15,407	$199,945	$-8,412
2021	$13,382	$15,326	$208,401	$-1,944
2020	$-1,705	$15,051	$209,918	$-16,756
2019	$6,489	$16,755	$227,585	$-10,266
2018	$5,722	$16,656	$237,543	$-10,934

SHULER TRUST