LOUISE F SEIMER CHARITABLE TRUST (EIN 956916031) - 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

1991

Legal Domicile

Phone

8888663275

Tax Period

2025-01-01 to 2025-12-31

LOUISE F SEIMER CHARITABLE TRUST, founded in 1991, is a small nonprofit that reported $396K in total revenue in fiscal year 2025. Revenue grew 14% year-over-year, indicating healthy expansion. The organization ran a surplus of $270K, a strong 68% operating margin.

Mission

THIS ORGANIZATION'S PURPOSE IS TO ESTABLISH AN ENDOWMENT FUND TO BENEFIT THREE NAMED 501(c)(3) PUBLIC CHARITIES THAT OPERATE AS A HOSPITAL, OTHER MEDICAL CARE FACILITY, OR TRAINING CENTER FOR THE PHYSICALLY OR MENTALLY INJURED, DISABLED, OR HANDICAPPED. THE FUND IS DEDICATED TO 'SOCIAL WELFARE' PURPOSES WITHIN THE MEANING OF IRC SECTION 501(c)(4).

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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 $395,891

Other Revenue $0

TOTAL REVENUE $395,891

Expense Breakdown

Grants Paid $64,445

Salaries & Benefits $55,994

Fundraising Expenses $0

Program Expenses $87,343

Other Expenses $5,842

TOTAL EXPENSES $126,281

Year-over-Year Comparison

	2025	2024	Change
Revenue	$395,891	$346,044	+0.1%
Expenses	$126,281	$121,739	+0.0%
Net Income	$269,610	$224,305	+0.2%

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

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	1.0		$55,994	$0	$55,994

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	$395,891	$126,281	$3,874,748	$269,610
2024	$346,044	$121,739	$3,604,131	$224,305
2023	$86,477	$103,142	$3,383,528	$-16,665
2022	$-94,550	$92,962	$3,401,624	$-187,512
2021	$699,475	$85,611	$3,589,198	$613,864
2020	$236,608	$82,714	$2,954,388	$153,894
2019	$134,940	$87,039	$2,815,885	$47,901
2018	$218,690	$73,970	$2,777,335	$144,720

LOUISE F SEIMER CHARITABLE TRUST