Nathalie & Theodore Jones Charitable Trust f/b/o Star Island Corp (EIN 046864771) - 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

2024-01-01 to 2024-12-31

Nathalie & Theodore Jones Charitable Trust f/b/o Star Island Corp, founded in 1996, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $47K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $64K exceeded revenue, resulting in a 38% operating deficit.

Mission

Support organization - to support the activities of the Star Island Corporation.

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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 $46,636

Other Revenue $0

TOTAL REVENUE $46,636

Expense Breakdown

Grants Paid $43,000

Salaries & Benefits $12,395

Fundraising Expenses $0

Program Expenses $43,000

Other Expenses $8,824

TOTAL EXPENSES $64,219

Year-over-Year Comparison

	2024	2023	Change
Revenue	$46,636	$40,384	+0.2%
Expenses	$64,219	$58,552	+0.1%
Net Income	$-17,583	$-18,168	0.0%

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

$12,395

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Charles F O'Connell	Trustee	2.00	Director	$9,296	$0	$9,296
Mary L Marshall	Trustee	1.00	Director	$3,099	$0	$3,099

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	$46,636	$64,219	$534,661	$-17,583
2023	$40,384	$58,552	$551,904	$-18,168
2022	$60,671	$63,255	$570,705	$-2,584
2021	$128,738	$63,999	$574,862	$64,739
2020	$51,954	$56,160	$510,901	$-4,206

Nathalie & Theodore Jones Charitable Trust f/b/o Star Island Corp