Elmview Trust Fund (EIN 911212440) - 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

1982

Legal Domicile

Phone

5099259876

Tax Period

2024-07-01 to 2025-06-30

Elmview Trust Fund, founded in 1982, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $160K in total revenue in fiscal year 2024. Revenue surged 25% from the prior year, signaling strong growth momentum. The organization ran a surplus of $87K, a strong 54% operating margin.

Mission

Secure funds for continued operation of Elmview

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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 $9,195

Program Service Revenue $0

Investment Income $150,894

Other Revenue $0

TOTAL REVENUE $160,089

Expense Breakdown

Grants Paid $62,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $62,000

Other Expenses $11,582

TOTAL EXPENSES $73,582

Year-over-Year Comparison

	2024	2023	Change
Revenue	$160,089	$128,096	+0.2%
Expenses	$73,582	$68,732	+0.1%
Net Income	$86,507	$59,364	+0.5%

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

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
D Tonseth	Director	0.00	Director	$0	$0	$0
M O'Leary	Secretary	0.00	Officer Director	$0	$0	$0
A Gardinier	Director	0.00	Director	$0	$0	$0
M L Riegel	Treasurer	1.00	Officer Director	$0	$0	$0
C Salta	President	0.00	Officer Director	$0	$0	$0
D Ellis	Vice President	0.00	Officer Director	$0	$0	$0
R Mitchell	Director	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
2025	$160,089	$73,582	$2,427,971	$86,507
2024	$128,096	$68,732	$2,203,095	$59,364
2023	$-40,248	$74,568	$2,035,272	$-114,816
2022	$454,635	$75,446	$1,867,997	$379,189
2021	$89,636	$58,952	$2,256,958	$30,684
2020	$307,788	$90,262	$1,731,258	$217,526
2019	$107,408	$57,956	$1,645,948	$49,452

Elmview Trust Fund