Jonathan Edwards Trust (EIN 066084676) - 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

1966

Legal Domicile

Principal Officer

Eve Rice Chair

Phone

2034320380

Tax Period

2024-01-01 to 2024-12-31

Jonathan Edwards Trust, founded in 1966, is a small nonprofit that reported $284K in total revenue in fiscal year 2024. Revenue surged 168% from the prior year, signaling strong growth momentum. The organization ran a surplus of $213K, a strong 75% operating margin.

Mission

Support of educational activities at Jonathan Edwards College and other components of Yale University.

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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 $190,385

Program Service Revenue $0

Investment Income $93,854

Other Revenue $0

TOTAL REVENUE $284,239

Expense Breakdown

Grants Paid $50,500

Salaries & Benefits $0

Fundraising Expenses $3,045

Program Expenses $56,752

Other Expenses $20,624

TOTAL EXPENSES $71,124

Year-over-Year Comparison

	2024	2023	Change
Revenue	$284,239	$106,150	+1.7%
Expenses	$71,124	$102,479	-0.3%
Net Income	$213,115	$3,671	+57.1%

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

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Eve Rice	Chair + Trustee	2.00	Officer Director	$0	$0	$0
Miko McGinty	Vice Chr + TTEE	2.00	Officer Director	$0	$0	$0
Jonathan Dach from May 2024	Treasurer	1.00	Officer Director	$0	$0	$0
Suhnne Ahn	Secy + Trustee	1.00	Officer Director	$0	$0	$0
Deborah Rose to May 2024	Treasurer	1.00	Officer Director	$0	$0	$0
David Leonhardt	Trustee	0.50	Director	$0	$0	$0
Masu Haque	Trustee	0.50	Director	$0	$0	$0
Mark Ryan	Trustee	0.50	Director	$0	$0	$0
Douglas Crowley Dec'd Jan 2024	Trustee	0.50	Director	$0	$0	$0
Deborah Rose	Trustee	0.50	Director	$0	$0	$0
Marco Davis	Trustee	0.50	Director	$0	$0	$0
Timeica Bethel-Macaire	Trustee	0.50	Director	$0	$0	$0
Penelope Laurans fr June 2024	Trustee	0.50	Director	$0	$0	$0
Jonathan Dach to May 2024	Trustee	0.50	Director	$0	$0	$0
Byron Kim from June 2024	Trustee	0.50	Director	$0	$0	$0
Gary Haller	TrusteeEmeritus	0.50	Director	$0	$0	$0
Paul North to Dec 2024	Ex officio	0.50		$0	$0	$0
Mark Saltzman from Dec 2024	Ex officio	0.50		$0	$0	$0

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	$284,239	$71,124	$1,930,816	$213,115
2023	$106,150	$102,479	$1,676,090	$3,671
2022	$149,185	$133,338	$1,718,815	$15,847
2021	$169,033	$57,800	$1,881,551	$111,233
2020	$133,232	$48,842	$1,556,531	$84,390
2019	$96,316	$64,449	$1,349,408	$31,867
2018	$102,427	$80,209	$1,211,917	$22,218

Jonathan Edwards Trust