JOHN O ANTHONY TESTAMENTARY CHARITABLE TRUST (EIN 208646230) - 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

2007

Legal Domicile

Principal Officer

THOMAS MARK ANTHONY

Phone

9722563212

Tax Period

2024-01-01 to 2024-12-31

JOHN O ANTHONY TESTAMENTARY CHARITABLE TRUST, founded in 2007, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $58K in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. Expenses of $56K left a modest 3% surplus.

Mission

TO PROVIDE FUNDS FOR TWO EXEMPT CHURCH ORGANIZATIONS.

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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 $57,664

Other Revenue $0

TOTAL REVENUE $57,664

Expense Breakdown

Grants Paid $41,248

Salaries & Benefits $10,322

Fundraising Expenses $0

Program Expenses $41,248

Other Expenses $4,126

TOTAL EXPENSES $55,696

Year-over-Year Comparison

	2024	2023	Change
Revenue	$57,664	$44,310	+0.3%
Expenses	$55,696	$52,092	+0.1%
Net Income	$1,968	$-7,782	-1.3%

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

$10,322

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
THOMAS MARK ANTHONY	TRUSTEE	1.00	Director	$0	$5,161	$5,161
GRAYDON ANTHONY JR	TRUSTEE	1.00	Director	$0	$5,161	$5,161

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	$57,664	$55,696	$804,297	$1,968
2023	$44,310	$52,092	$802,329	$-7,782
2022	$40,661	$51,646	$810,111	$-10,985
2021	$40,874	$54,690	$821,096	$-13,816
2020	$33,724	$54,394	$834,912	$-20,670
2019	$16,333	$59,704	$855,582	$-43,371
2018	$31,201	$60,146	$898,953	$-28,945

JOHN O ANTHONY TESTAMENTARY CHARITABLE TRUST