Nathalie & Theodore Jones Charitab… - Form 990 Financial Data

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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

1996

Legal Domicile

Principal Officer

Charles F O'Connell

Phone

6179512777

Tax Period

2022-01-01 to 2022-12-31

Nathalie & Theodore Jones Charitable Trust f/b/o UU Service Committee, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $160K in total revenue in fiscal year 2022. Revenue fell 51% from the prior year — a significant decline worth monitoring. Net assets of $1.9M represent 142 months of operating reserves.

Mission

The primary mission of the organization is to support the activities of the Unitarian Universalist Service Committee.

Program Service Accomplishments

Program 1

Expenses: $118,000

Contributions to the Unitarian Universalist Service Committee

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $159,872

Other Revenue $459

TOTAL REVENUE $160,331

Expense Breakdown

Grants Paid $118,000

Salaries & Benefits $31,252

Fundraising Expenses $0

Program Expenses $118,000

Other Expenses $14,472

TOTAL EXPENSES $163,724

Year-over-Year Comparison

	2022	2021	Change
Revenue	$160,331	$328,097	-0.5%
Expenses	$163,724	$175,341	-0.1%
Net Income	$-3,393	$152,756	-1.0%

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

$31,252

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bradley R Cook	Trustee	1.00	Director	$23,439	$0	$23,439
Mary L Marshall	Trustee	1.00	Director	$7,813	$0	$7,813

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
2022	$160,331	$163,724	$1,892,455	$-3,393
2021	$328,097	$175,341	$1,898,075	$152,756
2020	$150,726	$149,029	$1,746,765	$1,697

Nathalie & Theodore Jones Charitable Trust f/b/o UU Service Committee