STANLEY JONES TRUST (EIN 363399522) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Legal Domicile

Principal Officer

STEVE HAYES

Phone

6055160013

Tax Period

2024-07-01 to 2025-06-30

STANLEY JONES TRUST is a small nonprofit that reported $122K in total revenue in fiscal year 2017. Revenue fell 21% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $68K, a strong 55% operating margin.

Mission

FACILITATE OPERATION OF NONPROFIT MEDICAL CLINIC.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $20,000

Program Service Revenue $0

Investment Income $40,950

Other Revenue $141,895

TOTAL REVENUE $202,845

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $188,418

Other Expenses $193,197

TOTAL EXPENSES $193,197

Year-over-Year Comparison

	2024	2023	Change
Revenue	$202,845	$176,189	+0.2%
Expenses	$193,197	$135,415	+0.4%
Net Income	$9,648	$40,774	-0.8%

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	Role	Reportable Comp	Other Comp	Total
STEVE HAYES	BOARD CHAIRMAN	Officer Director	$0	$0	$0
ANGELA EHLERS	BOARD MEMBER	Officer	$0	$0	$0
JENNA SEVERYN	BOARD MEMBER	Officer	$0	$0	$0
TAMI MCCLANAHAN	VICE-CHAIR	Officer	$0	$0	$0
RENELLE UTHE	BOARD MEBER	Officer	$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	$202,845	$193,197	$2,123,855	$9,648
2024	$176,189	$135,415	$1,989,207	$40,774
2023	$161,458	$146,853	$1,695,468	$14,605
2022	$170,507	$171,750	$1,759,901	$-1,243
2021	$129,087	$99,257	$1,836,533	$29,830
2020	$130,450	$148,600	$1,754,402	$-18,150
2019	$151,563	$116,099	$1,708,053	$35,464
2018	$122,321	$54,662	$1,610,113	$67,659

STANLEY JONES TRUST