ROBERT S JACKSON TRUST C/O CBI BAN… - Form 990 Financial Data

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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

1970

Legal Domicile

Phone

5632633131

Tax Period

2025-01-01 to 2025-12-31

ROBERT S JACKSON TRUST C/O CBI BANK & TRUST, founded in 1970, is a small nonprofit that reported $283K in total revenue in fiscal year 2025. Revenue surged 64% from the prior year, signaling strong growth momentum. Expenses of $274K left a modest 3% surplus.

Mission

TO PROVIDE SUPPORT FOR THE MUSIC OF THE WESLEY UNITED CHURCH INCLUDING INSTRUMENTS, INSTRUMENT REPAIRS, CHOIR EXPENSES AND MUSICAL CONCERTS TO BE OFFERED TO THE PUBLIC.

Program Service Accomplishments

Program 1

Expenses: $223,279

DIRECT CASH DISTRIBUTIONS TO WESLEY UNITED METHODIST CHURCH FOR COSTS ASSOCIATED WITH "JACKSON CONCERTS", MUSICAL CONCERTS OPEN WITHOUT CHARGE TO THE GENERAL PUBLIC.

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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 (2025)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $283,021

Other Revenue $0

TOTAL REVENUE $283,021

Expense Breakdown

Grants Paid $223,279

Salaries & Benefits $46,464

Fundraising Expenses $0

Program Expenses $223,279

Other Expenses $3,972

TOTAL EXPENSES $273,715

Year-over-Year Comparison

	2025	2024	Change
Revenue	$283,021	$172,679	+0.6%
Expenses	$273,715	$275,289	0.0%
Net Income	$9,306	$-102,610	-1.1%

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

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	0.50		$46,464	$0	$46,464

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	$283,021	$273,715	$8,198,405	$9,306
2024	$172,679	$275,289	$7,693,181	$-102,610
2023	$19,813	$279,618	$7,512,596	$-259,805
2022	$51,913	$298,863	$7,219,464	$-246,950
2021	$244,845	$276,888	$6,161,773	$-32,043
2020	$372,458	$243,456	$6,136,552	$129,002
2019	$338,769	$285,529	$5,884,217	$53,240
2018	$189,402	$409,459	$5,414,518	$-220,057

ROBERT S JACKSON TRUST C/O CBI BANK & TRUST