HELEN E DANNER TRUST C/O BANK OF STOCKTON TRUSTEE

EIN: 946244818 501(c)(3)

STOCKTON, CA

Total Revenue
$59,828
Total Expenses
$40,778
Total Assets
$936,360
Net Assets
$936,360
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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
1971
Legal Domicile
CA
Principal Officer
BANK OF STOCKTON
Phone
2099291500
Tax Period
2024-11-01 to 2025-10-31

HELEN E DANNER TRUST C/O BANK OF STOCKTON TRUSTEE, founded in 1971, is a micro nonprofit that reported $60K in total revenue in fiscal year 2024. Revenue fell 48% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $19K, a strong 32% operating margin.

Mission

TO PROVIDE SCHOLARSHIPS FOR EDUCATION

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $59,828
Other Revenue $0
TOTAL REVENUE $59,828

Expense Breakdown

Grants Paid $24,932
Salaries & Benefits $15,124
Fundraising Expenses $0
Program Expenses $24,932
Other Expenses $722
TOTAL EXPENSES $40,778

Year-over-Year Comparison

2024 2023 Change
Revenue $59,828 $114,962 -0.5%
Expenses $40,778 $35,475 +0.1%
Net Income $19,050 $79,487 -0.8%
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

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Governance

Voting Members
5
Independent Members
5
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE (5) 5.00
$15,124 $0 $15,124
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 $59,828 $40,778 $936,360 $19,050
2024 $114,962 $35,475 $917,310 $79,487
2023 $70,906 $29,401 $838,460 $41,505
2022 $24,009 $35,806 $797,714 $-11,797
2021 $117,903 $48,978 $809,511 $68,925
2020 $23,597 $45,064 $740,586 $-21,467
2019 $37,154 $44,949 $762,053 $-7,795
2018 $61,940 $44,849 $769,848 $17,091
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