VIMY OAK CHARITABLE TRUST (EIN 333765347) - 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

2025

Legal Domicile

Principal Officer

KAREN J JONAS

Phone

4042520100

Tax Period

2025-01-01 to 2025-12-31

VIMY OAK CHARITABLE TRUST, founded in 2025, is a mid-sized nonprofit in the Philanthropy & Grantmaking sector that reported $13.1M in total revenue in fiscal year 2025. The organization ran a surplus of $10.2M, a strong 78% operating margin.

Mission

TO PROVIDE FUNDING TO CHARITIES IN FULFILLMENT OF THE EXEMPT PURPOSES OF NCCF.

🔒

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 (2025)

Revenue Breakdown

Contributions & Grants $11,685,831

Program Service Revenue $0

Investment Income $1,382,024

Other Revenue $0

TOTAL REVENUE $13,067,855

Expense Breakdown

Grants Paid $2,797,829

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $2,797,829

Other Expenses $55,038

TOTAL EXPENSES $2,852,867

Year-over-Year Comparison

	2025	2024	Change
Revenue	$13,067,855	N/A	N/A
Expenses	$2,852,867	N/A	N/A
Net Income	$10,214,988	N/A	N/A

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

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

$235,382

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
DAVID C JOHNSON	TRUSTEE	1.00	Director	$0	$0	$0
KAREN J JONAS	TRUSTEE	1.00	Director	$0	$23,963	$235,382
KEVIN A BECKETT	TRUSTEE	1.00	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	$13,067,855	$2,852,867	$10,526,005	$10,214,988

VIMY OAK CHARITABLE TRUST