BRANDEGEE JOHN L TR UWILL (EIN 042392828) - 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

1969

Legal Domicile

Phone

6177227772

Tax Period

2023-01-01 to 2023-12-31

BRANDEGEE JOHN L TR UWILL, founded in 1969, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $467K in total revenue in fiscal year 2023. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $1.5M exceeded revenue, resulting in a 223% operating deficit.

Mission

THE BRANDEGEE JOHN TRUST IS A TYPE III SUPPORTING ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATIONS - AMERICAN LEPROSY MISSIONS INTERNATIONAL AND DEERFIELD ACADEMY

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $428,745

Other Revenue $38,200

TOTAL REVENUE $466,945

Expense Breakdown

Grants Paid $1,213,460

Salaries & Benefits $179,224

Fundraising Expenses $0

Program Expenses $1,213,460

Other Expenses $117,522

TOTAL EXPENSES $1,510,206

Year-over-Year Comparison

	2023	2022	Change
Revenue	$466,945	$4,358,817	-0.9%
Expenses	$1,510,206	$1,412,126	+0.1%
Net Income	$-1,043,261	$2,946,691	-1.4%

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

$33,983

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BINK GARRISON	CO-TRUSTEE	N/A	Director	$33,983	$0	$33,983
BNY MELLON N A	CO-TRUSTEE	N/A		$145,241	$0	$145,241

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
2024	No data	No data	No data	No data
2023	$466,945	$1,510,206	$27,348,555	$-1,043,261
2022	$4,358,817	$1,412,126	$28,318,658	$2,946,691
2021	$3,758,799	$1,103,646	$25,361,066	$2,655,153
2020	$908,558	$1,043,698	$22,653,397	$-135,140

BRANDEGEE JOHN L TR UWILL