SUSANA D DEL AMO CHARITABLE TRUST

EIN: 956020706

CHICAGO, IL

Total Revenue
$523,116
Total Expenses
$544,484
Total Assets
$14,363,001
Net Assets
$14,363,001
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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
1929
Legal Domicile
CA
Principal Officer
SAME AS 'C' ABOVE
Phone
3126306000
Tax Period
2025-01-01 to 2025-12-31

SUSANA D DEL AMO CHARITABLE TRUST, founded in 1929, is a small nonprofit that reported $523K in total revenue in fiscal year 2025. Net assets of $14.4M represent 329 months of operating reserves.

Mission

TO SUPPORT THE CLARETIAN MISSIONARIES

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $523,097
Other Revenue $19
TOTAL REVENUE $523,116

Expense Breakdown

Grants Paid $450,868
Salaries & Benefits $82,856
Fundraising Expenses $0
Program Expenses $513,406
Other Expenses $10,760
TOTAL EXPENSES $544,484

Year-over-Year Comparison

2025 2024 Change
Revenue $523,116 $489,951 +0.1%
Expenses $544,484 $540,832 +0.0%
Net Income $-21,368 $-50,881 -0.6%
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
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NORTHERN TRUST N A TRUSTEE 40.0
$82,855 $0 $82,855
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 $523,116 $544,484 $14,363,001 $-21,368
2024 No data No data No data No data
2023 $330,321 $491,500 $14,435,900 $-161,179
2022 $419,336 $405,400 $14,600,061 $13,936
2021 $1,225,925 $387,895 $14,586,122 $838,030
2020 $478,555 $270,995 $13,748,092 $207,560
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