JANET SIMPSON TR FBO HUMANE SOCIETY (EIN 206624258) - 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

2005

Legal Domicile

Phone

6184655656

Tax Period

2023-01-01 to 2023-12-31

JANET SIMPSON TR FBO HUMANE SOCIETY, founded in 2005, is a micro nonprofit in the Animal-Related sector that reported $70K in total revenue in fiscal year 2023. Revenue fell 94% from the prior year — a significant decline worth monitoring. Expenses of $110K exceeded revenue, resulting in a 58% operating deficit.

Mission

THIS TRUST'S MISSION IS TO MANAGE A PORTFOLIO OF DONATED FUNDS AND CONTRIBUTED FUNDS TO THE HUMANE SOCIETY OF MISSOURI.

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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 $69,759

Other Revenue $0

TOTAL REVENUE $69,759

Expense Breakdown

Grants Paid $79,834

Salaries & Benefits $28,022

Fundraising Expenses $0

Program Expenses $79,834

Other Expenses $2,429

TOTAL EXPENSES $110,285

Year-over-Year Comparison

	2023	2022	Change
Revenue	$69,759	$1,082,277	-0.9%
Expenses	$110,285	$104,753	+0.1%
Net Income	$-40,526	$977,524	-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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	DIRECTOR	5.00		$28,022	$0	$28,022
SHAWN DAVIS	DIRECTOR	N/A	Director	$0	$0	$0
LARRY FRANKLIN	DIRECTOR	N/A	Director	$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	No data	No data	No data	No data
2023	$69,759	$110,285	$3,818,395	$-40,526
2022	$1,082,277	$104,753	$3,858,921	$977,524
2021	$373,831	$101,480	$2,881,397	$272,351
2020	$167,046	$96,948	$2,609,046	$70,098
2019	$93,439	$99,897	$2,538,948	$-6,458
2018	$170,762	$86,627	$2,545,406	$84,135

JANET SIMPSON TR FBO HUMANE SOCIETY