SPARKS JOHN W UW RES TR (EIN 236225677) - Form 990 Financial Analysis & Trantor Score

🔒

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

1934

Legal Domicile

Phone

2129226585

Tax Period

2024-07-01 to 2025-06-30

SPARKS JOHN W UW RES TR, founded in 1934, is a small nonprofit that reported $732K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. The organization ran a surplus of $387K, a strong 53% operating margin.

Mission

THE SPARKS JOHN W U/W RES TRUST IS A TYPE III SUPPORTING ORGANIZATION WHICH SUPPORTS THE FOLLOWING 501(C)(3) ORGANIZATION - PENNINGTON SCHOOL

🔒

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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $732,171

Other Revenue $0

TOTAL REVENUE $732,171

Expense Breakdown

Grants Paid $290,755

Salaries & Benefits $53,572

Fundraising Expenses $0

Program Expenses $290,755

Other Expenses $1,287

TOTAL EXPENSES $345,614

Year-over-Year Comparison

	2024	2023	Change
Revenue	$732,171	$634,448	+0.2%
Expenses	$345,614	$245,048	+0.4%
Net Income	$386,557	$389,400	0.0%

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

N/A

Independent Members

N/A

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	TRUSTEE	N/A		$53,572	$0	$53,572

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	$732,171	$345,614	$5,953,508	$386,557
2024	$634,448	$245,048	$5,566,738	$389,400
2023	$545,747	$224,391	$5,177,891	$321,356
2022	$766,523	$255,668	$4,859,067	$510,855
2021	$230,162	$204,566	$4,348,398	$25,596
2020	$241,812	$206,897	$4,322,807	$34,915
2019	$282,633	$207,820	$4,287,892	$74,813

SPARKS JOHN W UW RES TR