JAMES H GUILBEAU JR CHARITABLE TRUST (EIN 274282088) - 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

2006

Legal Domicile

Principal Officer

KARL MECHE

Phone

3374820700

Tax Period

2024-01-01 to 2024-12-31

JAMES H GUILBEAU JR CHARITABLE TRUST, founded in 2006, is a small nonprofit in the Education sector that reported $345K in total revenue in fiscal year 2024. Revenue grew 15% year-over-year, indicating healthy expansion. Expenses of $403K exceeded revenue, resulting in a 17% operating deficit.

Mission

THE JAMES H. GUILBEAU, JR. CHARITABLE TRUST PROVIDES PHILANTHROPIC SUPPORT TO ENHANCE THE EDUCATIONAL PROGRAMS OF THE HISTORY DEPARTMENT OF THE UNIVERSITY OF LOUISIANA AT LAFAYETTE.

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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 $344,881

Other Revenue $0

TOTAL REVENUE $344,881

Expense Breakdown

Grants Paid $254,998

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $254,998

Other Expenses $148,406

TOTAL EXPENSES $403,404

Year-over-Year Comparison

	2024	2023	Change
Revenue	$344,881	$301,090	+0.1%
Expenses	$403,404	$340,555	+0.2%
Net Income	$-58,523	$-39,465	+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

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
KARL MECHE	CO-TRUSTEE	1.00	Director	$0	$0	$0
DR E JOSEPH SAVOIE	CO-TRUSTEE	1.00	Director	$0	$0	$0
JAMES HPRINCE	CO-TRUSTEE	1.00	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	$344,881	$403,404	$10,523,672	$-58,523
2023	$301,090	$340,555	$9,539,908	$-39,465
2022	$232,787	$309,194	$8,371,956	$-76,407
2021	$192,361	$394,023	$10,443,592	$-201,662
2020	$303,938	$322,907	$9,514,653	$-18,969
2019	$235,516	$288,859	$8,740,264	$-53,343
2018	$219,235	$267,961	$7,473,893	$-48,726

JAMES H GUILBEAU JR CHARITABLE TRUST