JOSEPH J MAYER EDUCATION TRUST C/O HAWTHORN BANK (EIN 436738915) - 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

Principal Officer

JILL DOBBS

Phone

5737616196

Tax Period

2025-01-01 to 2025-12-31

JOSEPH J MAYER EDUCATION TRUST C/O HAWTHORN BANK, founded in 1997, is a community nonprofit in the Education sector that reported $1.1M in total revenue in fiscal year 2025. Revenue surged 67% from the prior year, signaling strong growth momentum. The organization ran a surplus of $379K, a strong 34% operating margin.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO JEFFERSON CITY HIGH SCHOOL, HELIAS HIGH SCHOOL, CALVARY LUTHERAN HIGH SCHOOL, AND SIKESTON HIGH SCHOOL TO ENABLE EACH SCHOOL TO GRANT SCHOLARSHIPS TO WORTHY STUDENTS OF GRADUATING CLASSES.

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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 $1,120,358

Other Revenue $0

TOTAL REVENUE $1,120,358

Expense Breakdown

Grants Paid $616,531

Salaries & Benefits $120,315

Fundraising Expenses $0

Program Expenses $616,531

Other Expenses $4,250

TOTAL EXPENSES $741,096

Year-over-Year Comparison

	2025	2024	Change
Revenue	$1,120,358	$669,188	+0.7%
Expenses	$741,096	$634,805	+0.2%
Net Income	$379,262	$34,383	+10.0%

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
N/A	TRUSTEE	6.00		$120,315	$0	$120,315

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	$1,120,358	$741,096	$10,723,589	$379,262
2024	$669,188	$634,805	$10,344,327	$34,383
2023	$561,654	$615,541	$10,309,944	$-53,887
2022	$482,192	$657,193	$10,363,831	$-175,001
2021	$1,330,772	$541,648	$10,538,832	$789,124
2020	$313,483	$545,698	$9,749,708	$-232,215

JOSEPH J MAYER EDUCATION TRUST C/O HAWTHORN BANK