Jonathan Edwards Trust

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1966

Legal Domicile

Principal Officer

Miko McGinty Chair

Phone

2034320380

Tax Period

2025-01-01 to 2025-12-31

Jonathan Edwards Trust, founded in 1966, is a small nonprofit that reported $227K in total revenue in fiscal year 2025. Revenue fell 20% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $146K, a strong 64% operating margin.

Mission

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

Program Service Accomplishments

Program 1

Expenses: $50,000

During Calendar 2025, the Trust paid a direct cash grant of $50,000 to Jonathan Edwards College of Yale University, in support of various educational programs to be undertaken at Jonathan Edwards...

During Calendar 2025, the Trust paid a direct cash grant of $50,000 to Jonathan Edwards College of Yale University, in support of various educational programs to be undertaken at Jonathan Edwards College or elsewhere at Yale University in conjunction with Jonathan Edwards College.

Program 2

Expenses: $7,553

The Trust incurred expenses for graphic design, editing of the Trust's communications, social media engagement and a mini-reunion with college alumni and students.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $75,259

Program Service Revenue $0

Investment Income $151,927

Other Revenue $0

TOTAL REVENUE $227,186

Expense Breakdown

Grants Paid $50,000

Salaries & Benefits $0

Fundraising Expenses $5,066

Program Expenses $57,553

Other Expenses $31,479

TOTAL EXPENSES $81,479

Year-over-Year Comparison

	2025	2024	Change
Revenue	$227,186	$284,239	-0.2%
Expenses	$81,479	$71,124	+0.1%
Net Income	$145,707	$213,115	-0.3%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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 to May 2025	Chair + Trustee	2.00	Officer Director	$0	$0	$0
Miko McGinty from May 2025	Chair + Trustee	2.00	Officer Director	$0	$0	$0
Jonathan Dach	Treasurer +TTEE	1.00	Officer Director	$0	$0	$0
Suhnne Ahn	Secy + Trustee	1.00	Officer Director	$0	$0	$0
Eve Rice Immediate Past Chair	Trustee	1.00	Officer Director	$0	$0	$0
Masu Haque from May 2025	Vice Chair+TTEE	1.00	Officer Director	$0	$0	$0
David Leonhardt	Trustee	0.50	Director	$0	$0	$0
Deborah Rose	Trustee	0.50	Director	$0	$0	$0
Mark Ryan	Trustee	0.50	Director	$0	$0	$0
Masu Haque	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	Trustee	0.50	Director	$0	$0	$0
Byron Kim	Trustee	0.50	Director	$0	$0	$0
Miko McGinty to May 2025	Vice Chr + TTEE	2.00	Officer Director	$0	$0	$0
Mark Saltzman	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
2025	$227,186	$81,479	$2,201,071	$145,707
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