W R & H JACOBS CARTER ENDOW FBO BETHEL (EIN 306041434) - 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

2002

Legal Domicile

Principal Officer

SAME AS C ABOVE

Phone

2522464932

Tax Period

2025-01-01 to 2025-12-31

W R & H JACOBS CARTER ENDOW FBO BETHEL, founded in 2002, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $83K in total revenue in fiscal year 2025. Revenue decreased 15% compared to the prior year. Net assets of $1.4M represent 210 months of operating reserves.

Mission

DISTRIBUTE TO BETHEL METHODIST CHURCH IN WALTERBORO SOUTH CAROLINA FOR GENERAL FUNDING.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $82,788

Other Revenue $0

TOTAL REVENUE $82,788

Expense Breakdown

Grants Paid $70,195

Salaries & Benefits $12,619

Fundraising Expenses $0

Program Expenses $76,505

Other Expenses $1,494

TOTAL EXPENSES $84,308

Year-over-Year Comparison

	2025	2024	Change
Revenue	$82,788	$96,916	-0.1%
Expenses	$84,308	$89,279	-0.1%
Net Income	$-1,520	$7,637	-1.2%

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	1.0		$12,619	$0	$12,619

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	$82,788	$84,308	$1,446,061	$-1,520
2024	$96,916	$89,279	$1,447,863	$7,637
2023	$12,097	$104,441	$1,440,226	$-92,344
2022	$-37,897	$110,264	$1,532,570	$-148,161
2021	$514,511	$101,125	$1,680,731	$413,386
2020	$48,753	$99,945	$1,267,345	$-51,192
2019	$107,703	$99,787	$1,318,537	$7,916
2018	$77,429	$98,243	$1,310,621	$-20,814

W R & H JACOBS CARTER ENDOW FBO BETHEL