DUNCAN-JENKINS TRUST U/W SARAH E JENKINS (EIN 026128465) - 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

2001

Legal Domicile

Principal Officer

DOUGLAS S HATFIELD ESQ

Tax Period

2025-01-01 to 2025-12-31

DUNCAN-JENKINS TRUST U/W SARAH E JENKINS, founded in 2001, is a community nonprofit in the Education sector that reported $1.8M in total revenue in fiscal year 2025. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $1.1M, a strong 60% operating margin.

Mission

TO PROVIDE FOR STUDENT AND TEACHER ENRICHMENT PROGRAMS THROUGH SCHOLARSHIPS & GRANTS

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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 $1,845,469

Other Revenue $0

TOTAL REVENUE $1,845,469

Expense Breakdown

Grants Paid $568,037

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $568,037

Other Expenses $163,162

TOTAL EXPENSES $731,199

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,845,469	$1,574,184	+0.2%
Expenses	$731,199	$694,288	+0.1%
Net Income	$1,114,270	$879,896	+0.3%

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

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
CHRIS BOBER	COMITTEE MEM	2.00	Director	$0	$0	$0
JENNIFER CRAWFORD	SUPERINTENDE	2.00	Director	$0	$0	$0
DOUGLAS S HATFIELD ESQ	TRUSTEE, GRA	4.00	Director	$0	$0	$0
LINDA MUSMANNO	COMMITTEE ME	2.00	Director	$0	$0	$0
PATRICIA PARENTEAU	COMMITTEE ME	2.00	Director	$0	$0	$0
JED SCHWARTZ	COMMITTEE ME	2.00	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	$1,845,469	$731,199	$13,551,528	$1,114,270
2024	No data	No data	No data	No data
2023	$906,363	$692,277	$11,557,362	$214,086
2022	$2,534,168	$612,462	$11,343,276	$1,921,706
2021	$1,619,289	$469,935	$9,421,570	$1,149,354
2020	$897,066	$323,848	$8,272,216	$573,218
2019	$507,495	$524,502	$7,698,998	$-17,007
2018	$705,493	$411,370	$7,716,005	$294,123

DUNCAN-JENKINS TRUST U/W SARAH E JENKINS