JACK R MACDONALD CHARITABLE TRUST (EIN 306410216) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2014

Legal Domicile

Phone

8888663275

Tax Period

2023-01-01 to 2023-12-31

JACK R MACDONALD CHARITABLE TRUST, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $882K in total revenue in fiscal year 2023. Revenue surged 536% from the prior year, signaling strong growth momentum. Expenses of $11.4M exceeded revenue, resulting in a 1197% operating deficit.

Mission

THIS CHARITABLE TRUST WAS CREATED BY THE TRUSTOR TO SUPPORT THE CHARITABLE ORGANIZATIONS NAMED IN THE GOVERNING DOCUMENT.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $870,962

Other Revenue $11,214

TOTAL REVENUE $882,176

Expense Breakdown

Grants Paid $10,568,599

Salaries & Benefits $432,901

Fundraising Expenses $0

Program Expenses $10,743,404

Other Expenses $440,703

TOTAL EXPENSES $11,442,203

Year-over-Year Comparison

	2023	2022	Change
Revenue	$882,176	$138,659	+5.4%
Expenses	$11,442,203	$12,372,960	-0.1%
Net Income	$-10,560,027	$-12,234,301	-0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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
BANK OF AMERICA N A	TRUSTEE	1.0		$432,901	$0	$432,901

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	No data	No data	No data	No data
2023	$882,176	$11,442,203	$186,169,044	$-10,560,027
2022	$138,659	$12,372,960	$197,116,887	$-12,234,301
2021	$37,680,803	$10,663,507	$210,803,432	$27,017,296
2020	$15,141,269	$9,169,376	$185,754,134	$5,971,893
2019	$11,455,314	$8,298,576	$178,994,634	$3,156,738

JACK R MACDONALD CHARITABLE TRUST