JERE F MILLER CHARITABLE TRUST UAD 11-06-09 (EIN 474773281) - 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

2016

Legal Domicile

Phone

7855377200

Tax Period

2025-01-01 to 2025-12-31

JERE F MILLER CHARITABLE TRUST UAD 11-06-09, founded in 2016, is a small nonprofit in the Public & Societal Benefit sector that reported $109K in total revenue in fiscal year 2025. Revenue surged 43% from the prior year, signaling strong growth momentum. The organization ran a surplus of $18K, a strong 16% operating margin.

Mission

THE TRUST IS OPERATED IN CONNECTION WITH ITS SUPPORTED ORGANIZATION, THE CITY OF ST. MARYS, KANSAS (GOVERNMENTAL ENTITY). THE TRUST IS CREATED AND OPERATED EXCLUSIVELY FOR THE HOUSING NEEDS OF THE ELDERLY AND/OR POOR; FOOD PROGRAMS FOR THOSE WHO ARE NEEDY; SCHOLARSHIPS FOR POST-SECONDARY EDUCATION PURPOSES; AND PROJECTS OF COMMUNITY ENHANCEMENT OF PUBLIC FACILITIES WHICH HAVE EMPHASIS IN AIDING THE ELDERLY, THE YOUNG, OR THE NEEDY, WITHIN A RADIUS OF (5) MILES OF ST. MARYS, KANSAS.

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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 $109,275

Other Revenue $0

TOTAL REVENUE $109,275

Expense Breakdown

Grants Paid $52,803

Salaries & Benefits $13,131

Fundraising Expenses $0

Program Expenses $78,504

Other Expenses $25,786

TOTAL EXPENSES $91,720

Year-over-Year Comparison

	2025	2024	Change
Revenue	$109,275	$76,526	+0.4%
Expenses	$91,720	$63,993	+0.4%
Net Income	$17,555	$12,533	+0.4%

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
N/A	TRUSTEE	1.00		$13,131	$0	$13,131

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	$109,275	$91,720	$1,126,860	$17,555
2024	No data	No data	No data	No data
2023	$31,002	$73,511	$1,096,772	$-42,509
2022	$10,883	$64,438	$1,139,281	$-53,555
2021	$107,760	$63,987	$1,192,836	$43,773
2020	$382,621	$53,197	$1,149,063	$329,424
2019	$36,175	$52,291	$819,639	$-16,116
2018	$35,148	$77,420	$835,755	$-42,272

JERE F MILLER CHARITABLE TRUST UAD 11-06-09