CHARLES D NELSON TRUST UTD 10/6/19

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2003

Legal Domicile

Phone

2076672504

Tax Period

2023-07-01 to 2024-06-30

CHARLES D NELSON TRUST UTD 10/6/19, founded in 2003, is a small nonprofit in the Public & Societal Benefit sector that reported $451K in total revenue in fiscal year 2023. Revenue surged 103% from the prior year, signaling strong growth momentum. The organization ran a surplus of $221K, a strong 49% operating margin.

Mission

THE TRUST'S MISSION IS TO BENEFIT THE INHABITANTS OF THE TOWN OF JONESBORO BY REDUCING THEIR TAX BURDEN.

Program Service Accomplishments

Program 1

Expenses: $158,529

SOLELY FOR THE PURPOSE OF BENEFITING THE INHABITANTS OF THE TOWN OF JONESBORO BY REDUCING THE TAX BURDEN OF THE TOWNSPEOPLE THROUGH DIRECT DISTRIBUTIONS TO THE TOWN OF JONESBORO.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $450,557

Other Revenue $0

TOTAL REVENUE $450,557

Expense Breakdown

Grants Paid $158,529

Salaries & Benefits $62,694

Fundraising Expenses $0

Program Expenses $158,529

Other Expenses $8,011

TOTAL EXPENSES $229,234

Year-over-Year Comparison

	2023	2022	Change
Revenue	$450,557	$221,624	+1.0%
Expenses	$229,234	$204,327	+0.1%
Net Income	$221,323	$17,297	+11.8%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

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	3.00		$62,694	$0	$62,694

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	No data	No data	No data	No data
2024	$450,557	$229,234	$5,069,429	$221,323
2023	$221,624	$204,327	$4,848,934	$17,297
2022	$278,478	$218,060	$4,831,637	$60,418
2021	$440,768	$165,386	$4,771,219	$275,382