Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund (EIN 046864764) - 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

1996

Legal Domicile

Principal Officer

Charles F O'Connell

Phone

6179512777

Tax Period

2023-01-01 to 2023-12-31

Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund, founded in 1996, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $49K in total revenue in fiscal year 2023. Revenue decreased 18% compared to the prior year. Expenses of $59K exceeded revenue, resulting in a 20% operating deficit.

Mission

Support organization - to support the activities of the Lotte Scharfman Memorial Fund.

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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 $49,301

Other Revenue $118

TOTAL REVENUE $49,419

Expense Breakdown

Grants Paid $39,000

Salaries & Benefits $11,400

Fundraising Expenses $0

Program Expenses $39,000

Other Expenses $8,893

TOTAL EXPENSES $59,293

Year-over-Year Comparison

	2023	2022	Change
Revenue	$49,419	$60,499	-0.2%
Expenses	$59,293	$63,423	-0.1%
Net Income	$-9,874	$-2,924	+2.4%

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

$11,400

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charles F O'Connell	Trustee	1.00	Director	$8,550	$0	$8,550
Mary L Marshall	Trustee	1.00	Director	$2,850	$0	$2,850

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	$49,419	$59,293	$578,149	$-9,874
2022	$60,499	$63,423	$589,085	$-2,924
2021	$121,864	$64,383	$593,328	$57,481
2020	$50,285	$57,914	$536,645	$-7,629

Nathalie & Theodore Jones Charitable Trust f/b/o Lotte Scharfman Mem Fund