JENS H AND BEATRICE SHORT SPANDET T UNDER (EIN 376032097) - 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

1957

Legal Domicile

Principal Officer

SHANON M MCMASTERS

Phone

2175541313

Tax Period

2024-01-01 to 2024-12-31

JENS H AND BEATRICE SHORT SPANDET T UNDER, founded in 1957, is a micro nonprofit in the Religion sector that reported $36K in total revenue in fiscal year 2024. Revenue decreased 17% compared to the prior year. The organization ran a surplus of $9K, a strong 25% operating margin.

Mission

The trust's sole purpose is to hold assets and make distributions to support Saint Peter's Evangelical Luth Church, Dwight United Meth Church, and First Congregational Church.

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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 $2,504

Other Revenue $33,624

TOTAL REVENUE $36,128

Expense Breakdown

Grants Paid $25,428

Salaries & Benefits $10

Fundraising Expenses $0

Other Expenses $1,815

TOTAL EXPENSES $27,253

Year-over-Year Comparison

	2024	2023	Change
Revenue	$36,128	$43,762	-0.2%
Expenses	$27,253	$33,317	-0.2%
Net Income	$8,875	$10,445	-0.2%

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

Governance

Voting Members

N/A

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
N/A	Trustee	1.0		$10	$0	$10

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	$36,128	$27,253	$474,048	$8,875
2023	$43,762	$33,317	$467,083	$10,445
2022	$65,828	$35,345	$456,668	$30,483
2021	$39,281	$40,580	$426,397	$-1,299
2020	$22,561	$24,723	$426,832	$-2,162

JENS H AND BEATRICE SHORT SPANDET T UNDER