JOSLYN CASTLE TRUST INC (EIN 470768416) - 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

1994

Legal Domicile

Principal Officer

LENLI CORBETT KOUNTZE

Phone

4025952199

Tax Period

2023-01-01 to 2023-12-31

JOSLYN CASTLE TRUST INC, founded in 1994, is a community nonprofit in the Arts, Culture & Humanities sector that reported $1.3M in total revenue in fiscal year 2023. Revenue surged 50% from the prior year, signaling strong growth momentum. The organization ran a surplus of $342K, a strong 26% operating margin.

Mission

THE JOSLYN CASTLE PRESERVES THE LEGACY OF GEORGE AND SARAH JOSLYN THROUGH THE STEWARDSHIP OF THEIR HISTORIC HOME AND BY OFFERING DIVERSE CULTURAL PROGRAMMING THAT INFORMS AND INSPIRES THE COMMUNITY.

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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 (2023)

Revenue Breakdown

Contributions & Grants $779,387

Program Service Revenue $316,645

Investment Income $6,279

Other Revenue $236,834

TOTAL REVENUE $1,339,145

Expense Breakdown

Grants Paid $0

Salaries & Benefits $455,893

Fundraising Expenses $120,729

Program Expenses $582,819

Other Expenses $541,435

TOTAL EXPENSES $997,328

Year-over-Year Comparison

	2023	2022	Change
Revenue	$1,339,145	$892,312	+0.5%
Expenses	$997,328	$777,517	+0.3%
Net Income	$341,817	$114,795	+2.0%

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

Volunteers

140

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

$103,600

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOLEEN DAVID	PRESIDENT	1.00	Officer Director	$0	$0	$0
JEANNE DAHARSH	GUILD PRESIDENT	1.00	Officer Director	$0	$0	$0
LENLI CORBETT KOUNTZE	PRESIDENT ELECT	1.00	Officer Director	$0	$0	$0
JOHN DECHANT	SECRETARY	1.00	Officer Director	$0	$0	$0
LOU PACHMAN	TREASURER	1.00	Officer Director	$0	$0	$0
JORDAN GRAFF	DIRECTOR	1.00	Director	$0	$0	$0
GRACE JOHNSON	DIRECTOR	1.00	Director	$0	$0	$0
ANDY LIAKOS	DIRECTOR	1.00	Director	$0	$0	$0
CLARENCE NICHOLS	DIRECTOR	1.00	Director	$0	$0	$0
FRANCIE PRIER	DIRECTOR	1.00	Director	$0	$0	$0
WAYNE STUBERG	DIRECTOR	1.00	Director	$0	$0	$0
KATE TRIMBLE	DIRECTOR	1.00	Director	$0	$0	$0
LESLIE VOLK	DIRECTOR	1.00	Director	$0	$0	$0
SUE WEIDNER	DIRECTOR	1.00	Director	$0	$0	$0
DJ WISNIESKI	DIRECTOR	1.00	Director	$0	$0	$0
CURT WITZENBURG	DIRECTOR	1.00	Director	$0	$0	$0
LYN ZIEGENBEIN	DIRECTOR	1.00	Director	$0	$0	$0
AMY RICHARDSON	EXECUTIVE DIRECTOR	50.00	Officer	$103,600	$0	$103,600

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	No data	No data	No data	No data
2023	$1,339,145	$997,328	$1,346,519	$341,817
2022	$892,312	$777,517	$990,606	$114,795
2021	$576,705	$578,021	$848,933	$-1,316
2020	$701,775	$515,574	$832,499	$186,201
2019	$639,427	$696,277	$549,816	$-56,850
2018	$787,209	$670,808	$564,385	$116,401

JOSLYN CASTLE TRUST INC