WG AND JB MANSON CHARITABLE TR (EIN 467497822) - 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

2014

Legal Domicile

Principal Officer

RICHARD JAGUSZTYN

Phone

9543836196

Tax Period

2024-01-01 to 2024-12-31

WG AND JB MANSON CHARITABLE TR, founded in 2014, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $586K in total revenue in fiscal year 2024. Revenue decreased 9% compared to the prior year. Expenses of $654K exceeded revenue, resulting in a 12% operating deficit.

Mission

PROVIDE SUPPORT TO CHARITABLE AND EDUCATIONAL ORGANIZATIONS NAMED WITHIN THE TRUST DOCUMENT.

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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 $585,789

Other Revenue $0

TOTAL REVENUE $585,789

Expense Breakdown

Grants Paid $574,541

Salaries & Benefits $81,188

Fundraising Expenses $0

Program Expenses $574,541

Other Expenses $-1,420

TOTAL EXPENSES $654,309

Year-over-Year Comparison

	2024	2023	Change
Revenue	$585,789	$641,111	-0.1%
Expenses	$654,309	$675,993	0.0%
Net Income	$-68,520	$-34,882	+1.0%

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

$81,188

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
RICHARD J JAGUSZTYN	TRUSTEE	10.00	Director	$40,594	$0	$40,594
BARBARA J JAGUSZTYN	TRUSTEE	10.00	Director	$40,594	$0	$40,594

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	$585,789	$654,309	$11,324,030	$-68,520
2023	$641,111	$675,993	$11,251,618	$-34,882
2022	$427,293	$530,293	$11,133,340	$-103,000
2021	$537,223	$459,665	$12,592,228	$77,558
2020	$552,738	$595,652	$12,095,486	$-42,914
2019	$792,242	$594,444	$12,271,151	$197,798
2018	$526,700	$625,646	$11,600,179	$-98,946

WG AND JB MANSON CHARITABLE TR