THE NELSON TRUST (EIN 936041903) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1967

Legal Domicile

Principal Officer

MARY SINGER

Phone

5032240048

Tax Period

2023-01-01 to 2023-12-31

THE NELSON TRUST, founded in 1967, is a mid-sized nonprofit in the Mutual Benefit sector that reported $11.9M in total revenue in fiscal year 2023. Expenses of $11.0M left a modest 7% surplus.

Mission

PROVIDE HEALTH & WELFARE BENEFITS.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $10,518,827

Investment Income $1,392,221

Other Revenue $0

TOTAL REVENUE $11,911,048

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $1,183,472

TOTAL EXPENSES $11,043,413

Year-over-Year Comparison

	2023	2022	Change
Revenue	$11,911,048	$11,408,829	+0.0%
Expenses	$11,043,413	$12,403,159	-0.1%
Net Income	$867,635	$-994,330	-1.9%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

N/A

Employees

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
KELLYE WISE	MGMT TRUSTEE CO-CHAIR	0.50	Officer Director	$0	$0	$0
MARY SINGER	MGMT TRUSTEE	0.50	Director	$0	$0	$0
BRANDON BRYANT	UNION TRUSTEE CO-CHAIR	0.50	Officer Director	$0	$0	$0
KIM ECKROTH	MGMT TRUSTEE	0.50	Director	$0	$0	$0
MIKE HICKS	UNION TRUSTEE	0.50	Director	$0	$0	$0
GRADY LOWERY	UNION TRUSTEE	0.50	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	$11,911,048	$11,043,413	$34,706,454	$867,635
2022	$11,408,829	$12,403,159	$32,462,052	$-994,330
2021	$13,254,150	$14,604,068	$37,665,901	$-1,349,918
2020	$12,099,647	$12,693,011	$40,191,203	$-593,364
2019	$26,121,233	$30,523,854	$40,921,228	$-4,402,621
2018	$29,209,335	$34,342,949	$46,007,874	$-5,133,614

THE NELSON TRUST