GLENNA R JOYCE TRUST (EIN 316216454) - 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

2007

Legal Domicile

Phone

4128076211

Tax Period

2023-01-01 to 2023-12-31

GLENNA R JOYCE TRUST, founded in 2007, is a community nonprofit in the Education sector that reported $2.2M in total revenue in fiscal year 2023. Revenue surged 320% from the prior year, signaling strong growth momentum. The organization ran a surplus of $709K, a strong 32% operating margin.

Mission

TO SUPPORT THE UNIVERSITY OF NOTRE DAME, THE OHIO STATE UNIVERSITY, FL FLANAGANS BOYS HOMES, BOYS & GIRLS CLUB OF COLUMBUS, EASTER SEALS CENTRAL & SE OH, SALVATION ARMY OF COLUMBUS OH, AND ST VINCENT FAMILY CENTERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $2,190,401

Other Revenue $0

TOTAL REVENUE $2,190,401

Expense Breakdown

Grants Paid $1,189,006

Salaries & Benefits $240,192

Fundraising Expenses $0

Program Expenses $1,237,244

Other Expenses $52,283

TOTAL EXPENSES $1,481,481

Year-over-Year Comparison

	2023	2022	Change
Revenue	$2,190,401	$522,125	+3.2%
Expenses	$1,481,481	$1,386,772	+0.1%
Net Income	$708,920	$-864,647	-1.8%

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
PNC BANK N A	TRUSTEE	48.0		$240,192	$0	$240,192

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	$2,190,401	$1,481,481	$38,136,088	$708,920
2022	$522,125	$1,386,772	$37,379,713	$-864,647
2021	$2,174,797	$1,766,568	$38,068,327	$408,229
2020	$9,556,437	$1,445,994	$37,872,782	$8,110,443

GLENNA R JOYCE TRUST