Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham (EIN 046864769) - 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

2022-01-01 to 2022-12-31

Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham, founded in 1996, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $158K in total revenue in fiscal year 2022. Revenue fell 47% from the prior year — a significant decline worth monitoring. Net assets of $1.8M represent 139 months of operating reserves.

Mission

Supporting organization - to support the activities of the First Parish in Waltham.

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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 $157,245

Other Revenue $459

TOTAL REVENUE $157,704

Expense Breakdown

Grants Paid $117,000

Salaries & Benefits $30,902

Fundraising Expenses $0

Program Expenses $117,000

Other Expenses $14,453

TOTAL EXPENSES $162,355

Year-over-Year Comparison

	2022	2021	Change
Revenue	$157,704	$299,930	-0.5%
Expenses	$162,355	$171,590	-0.1%
Net Income	$-4,651	$128,340	-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

$30,903

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Bradley R Cook	Trustee	1.00	Director	$23,177	$0	$23,177
Mary L Marshall	Trustee	1.00	Director	$7,726	$0	$7,726

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	$157,704	$162,355	$1,821,282	$-4,651
2021	$299,930	$171,590	$1,827,950	$128,340
2020	$152,345	$146,929	$1,702,536	$5,416

Nathalie & Theodore Jones Charitable Trust f/b/o First Parish in Waltham