JAMES BARRY-ROBINSON HOME FOR BOYS TRUST (EIN 540594700) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1924

Legal Domicile

Principal Officer

CHARLES V MCPHILLIPS

Phone

7574088896

Tax Period

2024-07-01 to 2025-06-30

JAMES BARRY-ROBINSON HOME FOR BOYS TRUST, founded in 1924, is a community nonprofit in the Education sector that reported $4.8M in total revenue in fiscal year 2018. The organization ran a surplus of $1.0M, a strong 21% operating margin.

Mission

THE TRUST IS A TYPE II SUPPORTING ORGANIZATION.

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $2,930,000

Investment Income $6,564,805

Other Revenue $127,168

TOTAL REVENUE $9,621,973

Expense Breakdown

Grants Paid $3,680,787

Salaries & Benefits $70,000

Fundraising Expenses $0

Program Expenses $4,721,916

Other Expenses $1,209,725

TOTAL EXPENSES $4,960,512

Year-over-Year Comparison

	2024	2023	Change
Revenue	$9,621,973	$10,731,346	-0.1%
Expenses	$4,960,512	$5,047,015	0.0%
Net Income	$4,661,461	$5,684,331	-0.2%

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

$45,000

Total Directors

$75,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
MICHAEL K KERNER	FORMER TRUSTEE	0.50	Director	$12,500	$0	$12,500
DONALD F PRICE	TREASURER	5.00	Officer Director	$15,000	$0	$15,000
WILLIAM A PRINCE	TRUSTEE	1.50	Director	$15,000	$0	$15,000
CHARLES V MCPHILLIPS	CHAIRMAN	5.00	Officer Director	$15,000	$0	$15,000
KEVIN M SWEENEY	SECRETARY	0.50	Officer Director	$15,000	$0	$15,000
DRCINDY KELLY	TRUSTEE	0.50	Director	$2,500	$0	$2,500

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	$9,621,973	$4,960,512	$73,456,262	$4,661,461
2024	$10,731,346	$5,047,015	$71,059,080	$5,684,331
2023	$12,601,780	$3,711,538	$63,684,957	$8,890,242
2022	$5,457,978	$3,793,138	$52,424,237	$1,664,840
2021	$5,959,968	$4,112,398	$56,733,874	$1,847,570
2020	$5,553,084	$3,779,413	$49,691,285	$1,773,671
2019	$4,770,311	$3,768,517	$49,660,546	$1,001,794

JAMES BARRY-ROBINSON HOME FOR BOYS TRUST