JOHNSON F TUA FBO CHURCH & DIOCESE (EIN 036004952) - 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

1901

Legal Domicile

Phone

8026601494

Tax Period

2024-04-01 to 2025-03-31

JOHNSON F TUA FBO CHURCH & DIOCESE, founded in 1901, is a micro nonprofit in the Religion sector that reported $24K in total revenue in fiscal year 2024. Revenue surged 117% from the prior year, signaling strong growth momentum. The organization ran a surplus of $7K, a strong 30% operating margin.

Mission

The Trust was created for charitable purposes under section 501(c)(3) of the Internal Revenue Code, to distribute its annual income to the United Methodist Church of Mt Hope and the Episcopal Diocese of Vermont.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $24,235

Other Revenue $0

TOTAL REVENUE $24,235

Expense Breakdown

Grants Paid $10,794

Salaries & Benefits $5,104

Fundraising Expenses $0

Program Expenses $16,902

Other Expenses $1,003

TOTAL EXPENSES $16,901

Year-over-Year Comparison

	2024	2023	Change
Revenue	$24,235	$11,182	+1.2%
Expenses	$16,901	$16,188	+0.0%
Net Income	$7,334	$-5,006	-2.5%

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

N/A

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	N/A		$5,104	$0	$5,104

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	$24,235	$16,901	$247,374	$7,334
2024	$11,182	$16,188	$240,280	$-5,006
2023	$14,779	$16,375	$245,389	$-1,596
2022	$19,982	$17,694	$247,128	$2,288
2021	$26,178	$14,559	$244,849	$11,619

JOHNSON F TUA FBO CHURCH & DIOCESE