Testamentary Trust UW of AnnHJeter Dated 5 7 1918

EIN: 301002695 Mutual Benefit

Union, SC

Total Revenue
$64,694
Total Expenses
$14,915
Total Assets
$674,579
Net Assets
$674,579
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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
2017
Legal Domicile
SC
Principal Officer
Louis Jordan Jr
Tax Period
2025-01-01 to 2025-12-31

Testamentary Trust UW of AnnHJeter Dated 5 7 1918, founded in 2017, is a micro nonprofit in the Mutual Benefit sector that reported $65K in total revenue in fiscal year 2025. Revenue fell 27% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $50K, a strong 77% operating margin.

Mission

To keep the Church Cemetery maintain

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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 (2025)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $64,694
Other Revenue $0
TOTAL REVENUE $64,694

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Program Expenses $3,931
Other Expenses $14,915
TOTAL EXPENSES $14,915

Year-over-Year Comparison

2025 2024 Change
Revenue $64,694 $88,737 -0.3%
Expenses $14,915 $15,481 0.0%
Net Income $49,779 $73,256 -0.3%
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

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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
1
$0
Total Directors
1
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Louis Jordan Jr Trustee 6.00
Officer 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
2025 $64,694 $14,915 $674,579 $49,779
2024 No data No data No data No data
2023 $43,473 $4,823 $551,544 $38,650
2022 $-10,406 $16,971 $512,894 $-27,377
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