JOSEPH F CANNON CHRISTMAS TUW (EIN 566052273) - 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

1939

Legal Domicile

Principal Officer

PINNACLE BANK

Phone

3368813600

Tax Period

2024-01-01 to 2024-12-31

JOSEPH F CANNON CHRISTMAS TUW, founded in 1939, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $1.6M in total revenue in fiscal year 2024. Revenue fell 29% from the prior year — a significant decline worth monitoring. Expenses of $1.5M left a modest 6% surplus.

Mission

INCOME FROM THE TRUST INVESTMENTS IS DISTRIBUTED TO THE CHARITIES NAMED IN THE GOVERNING DOCUMENT

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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 (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $1,606,795

Other Revenue $0

TOTAL REVENUE $1,606,795

Expense Breakdown

Grants Paid $1,331,558

Salaries & Benefits $48,610

Fundraising Expenses $0

Program Expenses $1,349,494

Other Expenses $135,080

TOTAL EXPENSES $1,515,248

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,606,795	$2,254,268	-0.3%
Expenses	$1,515,248	$1,429,893	+0.1%
Net Income	$91,547	$824,375	-0.9%

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		$48,610	$0	$48,610

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	$1,606,795	$1,515,248	$15,026,499	$91,547
2023	$2,254,268	$1,429,893	$14,934,952	$824,375
2022	$846,970	$1,405,543	$14,110,577	$-558,573
2021	$1,019,376	$1,281,514	$14,669,150	$-262,138
2020	$1,025,117	$1,214,706	$14,931,288	$-189,589
2019	$140,187	$1,116,003	$15,127,382	$-975,816
2018	$1,280,878	$1,121,178	$16,035,635	$159,700

JOSEPH F CANNON CHRISTMAS TUW