JONES DAVID G FBO UNIV OF PA-TR

EIN: 236769784 501(c)(3) Philanthropy & Grantmaking

PITTSBURGH, PA

Total Revenue
$274,414
Total Expenses
$181,456
Total Assets
$3,562,297
Net Assets
$3,562,297
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1983
Legal Domicile
NJ
Phone
3024212288
Tax Period
2023-07-01 to 2024-06-30

JONES DAVID G FBO UNIV OF PA-TR, founded in 1983, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $274K in total revenue in fiscal year 2023. Revenue fell 25% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $93K, a strong 34% operating margin.

Mission

THE DAVID G JONES FBO UNIV OF PA TRUST IS A TYPE III SUPPORTING ORGANIZATION WHICH SUPPORTS THE FOLLOWING ORGANIZATION - UNIVERSITY OF PENNSYLVANIA

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $274,414
Other Revenue $0
TOTAL REVENUE $274,414

Expense Breakdown

Grants Paid $132,000
Salaries & Benefits $47,520
Fundraising Expenses $0
Program Expenses $132,000
Other Expenses $1,936
TOTAL EXPENSES $181,456

Year-over-Year Comparison

2023 2022 Change
Revenue $274,414 $364,893 -0.2%
Expenses $181,456 $191,769 -0.1%
Net Income $92,958 $173,124 -0.5%
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

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Governance

Voting Members
1
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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE N/A
$47,520 $0 $47,520
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 No data No data No data No data
2024 $274,414 $181,456 $3,562,297 $92,958
2023 $364,893 $191,769 $3,444,033 $173,124
2022 $384,040 $191,835 $3,296,680 $192,205
2021 $234,344 $187,345 $3,104,429 $46,999
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