ALICE C JONES CHARITABLE TRUST UW (EIN 256894285) - 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

2154196000

Tax Period

2020-01-01 to 2020-12-31

ALICE C JONES CHARITABLE TRUST UW, founded in 2005, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $46K in total revenue in fiscal year 2020. Revenue fell 86% from the prior year — a significant decline worth monitoring. Expenses of $203K exceeded revenue, resulting in a 340% operating deficit.

Mission

THE TRUST'S ACTIVITIES WILL BE MAKING GRANTS AND CONTRIBUTIONS TO ORGANIZATIONS THAT ARE RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS BEING DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE SECTION 501(C)(3) ORGANIZATIONS TO RECEIVE SUCH GRANTS AND CONTRIBUTIONS ARE NAMED IN ARTICLE IV OF THE WILL OF ALICE C. JONES.

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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 (2020)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $46,025

Other Revenue $0

TOTAL REVENUE $46,025

Expense Breakdown

Grants Paid $166,033

Salaries & Benefits $36,522

Fundraising Expenses $0

Program Expenses $184,294

Other Expenses $0

TOTAL EXPENSES $202,555

Year-over-Year Comparison

	2020	2019	Change
Revenue	$46,025	$329,790	-0.9%
Expenses	$202,555	$198,592	+0.0%
Net Income	$-156,530	$131,198	-2.2%

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

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		$36,522	$0	$36,522

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
2020	$46,025	$202,555	$3,901,367	$-156,530
2019	$329,790	$198,592	$4,057,897	$131,198

ALICE C JONES CHARITABLE TRUST UW