JOSEPHINE VANTHOFF FBO CHR REF BOARD OF (EIN 386069950) - 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

1963

Legal Domicile

Phone

5135345310

Tax Period

2024-09-01 to 2025-08-31

JOSEPHINE VANTHOFF FBO CHR REF BOARD OF, founded in 1963, is a micro nonprofit in the Religion sector that reported $45K in total revenue in fiscal year 2024. Revenue surged 117% from the prior year, signaling strong growth momentum. The organization ran a surplus of $15K, a strong 34% operating margin.

Mission

THIS TRUST IS OPERATED IN CONNECTION WITH ORGANIZATIONS DESCRIBED IN SECTIONS 509(a) (1) OR (a) (2). AS SUCH, ALL GRANTS AND ALLOCATIONS ARE AWARDED TO THESE ORGANIZATIONS.

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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 $45,142

Other Revenue $0

TOTAL REVENUE $45,142

Expense Breakdown

Grants Paid $21,540

Salaries & Benefits $6,706

Fundraising Expenses $0

Program Expenses $22,546

Other Expenses $1,594

TOTAL EXPENSES $29,840

Year-over-Year Comparison

	2024	2023	Change
Revenue	$45,142	$20,844	+1.2%
Expenses	$29,840	$26,547	+0.1%
Net Income	$15,302	$-5,703	-3.7%

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
FIFTH THIRD BANK N A	TRUSTEE	1.0		$6,705	$0	$6,705

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	$45,142	$29,840	$383,193	$15,302
2024	$20,844	$26,547	$367,809	$-5,703
2023	$15,827	$30,121	$373,513	$-14,294
2022	$28,802	$30,394	$387,807	$-1,592
2021	$30,807	$27,589	$389,395	$3,218
2020	$14,766	$27,665	$386,176	$-12,899

JOSEPHINE VANTHOFF FBO CHR REF BOARD OF