JOE AND TERESA LONG CHAR TRUST

EIN: 306670694 501(c)(3) Education

PENNINGTON, NJ

Total Revenue
$97,321
Total Expenses
$69,873
Total Assets
$1,924,250
Net Assets
$1,924,250
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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
2020
Legal Domicile
TX
Phone
2128523049
Tax Period
2023-01-01 to 2023-12-31

JOE AND TERESA LONG CHAR TRUST, founded in 2020, is a micro nonprofit in the Education sector that reported $97K in total revenue in fiscal year 2023. The organization ran a surplus of $27K, a strong 28% operating margin.

Mission

TO DISTRIBUTE MONEY TO: BENEFIT THE UNIVERSITY OF TEXAS HEALTH SCIENCE CENTER AT SAN ANTONIO AND BENEFIT TERESA LOZANO LONG INSTITUTE OF LATIN AMERICAN STUDIES AT THE UNIVERSITY OF TEXAS AT AUSTIN

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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 (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $0
Investment Income $97,321
Other Revenue $0
TOTAL REVENUE $97,321

Expense Breakdown

Grants Paid $56,129
Salaries & Benefits $12,918
Fundraising Expenses $0
Program Expenses $56,129
Other Expenses $826
TOTAL EXPENSES $69,873

Year-over-Year Comparison

2023 2022 Change
Revenue $97,321 $-23,616 -5.1%
Expenses $69,873 $106,135 -0.3%
Net Income $27,448 $-129,751 -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

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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
0
$0
Total Directors
0
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
N/A TRUSTEE 2.0
$12,918 $0 $12,918
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 $97,321 $69,873 $1,924,250 $27,448
2022 $-23,616 $106,135 $1,897,364 $-129,751
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