JERSEYVILLE CATHOLIC EDUC CHAR TRUST (EIN 364123684) - 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

1997

Legal Domicile

Phone

6184982728

Tax Period

2024-01-01 to 2024-12-31

JERSEYVILLE CATHOLIC EDUC CHAR TRUST, founded in 1997, is a micro nonprofit in the Religion sector that reported $55K in total revenue in fiscal year 2024. Revenue surged 37% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 100% operating margin.

Mission

ENDOWMENT FUND FOR CATHOLIC EDUCATION. CREATED TO SUPPORT CATHOLIC EDUCATION IN JERSEYVILLE, ILLINOIS. THE FUND PROVIDES PROVIDES FINANCIAL ASSISTANCE TO THE SCHOOL AS NEEDED FOR CLASSROOM SUPPLIES AND SAFETY IMPROVEMENTS TO BOTH SITES.

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $54,566

Other Revenue $0

TOTAL REVENUE $54,566

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $18

TOTAL EXPENSES $18

Year-over-Year Comparison

	2024	2023	Change
Revenue	$54,566	$39,873	+0.4%
Expenses	$18	$19,020	-1.0%
Net Income	$54,548	$20,853	+1.6%

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

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
AMY D MILES TURMAN	TRUSTEE	2.00	Director	$0	$0	$0
DENNIS MOSSMAN	TRUSTEE	0.00	Director	$0	$0	$0
DAVE WEINER	TRUSTEE	0.00	Director	$0	$0	$0
GINA HEITZIG	TRUSTEE	0.00	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
2024	$54,566	$18	$884,740	$54,548
2023	$39,873	$19,020	$830,192	$20,853
2022	$31,729	No data	$809,339	No data
2021	$46,839	$36,000	$777,610	$10,839
2020	$26,388	No data	$766,771	No data
2019	$27,286	$20,000	$740,383	$7,286
2018	$42,305	$20,000	$733,097	$22,305

JERSEYVILLE CATHOLIC EDUC CHAR TRUST