HAMLIN JAEGER AND MASSINA CHARITABLE (EIN 556627417) - 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

Legal Domicile

Principal Officer

H EDWARD JOHNSON

Phone

3042335215

Tax Period

2025-01-01 to 2025-12-31

HAMLIN JAEGER AND MASSINA CHARITABLE is a small nonprofit in the Philanthropy & Grantmaking sector that reported $212K in total revenue in fiscal year 2025. Revenue decreased 13% compared to the prior year. Expenses of $193K left a modest 9% surplus.

Mission

MAKING DISTRIBUTION TO ORGANIZATIONS FOR CHARITABLE, EDUCATIONAL, SCIENTIFIC, & LITERARY PURPOSES.

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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 $212,067

Other Revenue $0

TOTAL REVENUE $212,067

Expense Breakdown

Grants Paid $126,922

Salaries & Benefits $54,266

Fundraising Expenses $0

Program Expenses $181,188

Other Expenses $11,818

TOTAL EXPENSES $193,006

Year-over-Year Comparison

	2025	2024	Change
Revenue	$212,067	$244,153	-0.1%
Expenses	$193,006	$183,101	+0.1%
Net Income	$19,061	$61,052	-0.7%

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

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

$24,697

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LARRY A CARPENTER	TRUSTEE	N/A	Director	$24,697	$0	$24,697
N/A	TRUSTEE	N/A		$29,569	$0	$29,569

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	$212,067	$193,006	$3,667,085	$19,061
2024	$244,153	$183,101	$3,648,303	$61,052
2023	$216,933	$173,478	$3,587,282	$43,455
2022	$120,590	$552,332	$3,560,910	$-431,742
2021	$179,063	$164,860	$3,974,489	$14,203
2020	$320,638	$164,998	$3,960,286	$155,640
2019	$227,711	$186,130	$3,804,646	$41,581
2018	$434,846	$156,782	$3,765,287	$278,064

HAMLIN JAEGER AND MASSINA CHARITABLE