TRUST UW OF JOHN G SARIS C/O COUNTYBANK TRUST SERVICES (EIN 576045459) - 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

1968

Legal Domicile

Phone

8649421569

Tax Period

2025-01-01 to 2025-12-31

TRUST UW OF JOHN G SARIS C/O COUNTYBANK TRUST SERVICES, founded in 1968, is a micro nonprofit that reported $17K in total revenue in fiscal year 2025. Revenue fell 43% from the prior year — a significant decline worth monitoring. Expenses of $22K exceeded revenue, resulting in a 30% operating deficit.

Mission

THE PURPOSE OF THE TRUST IS TO PROVIDE INCOME FOR THE BENEFIT OF ST. BASIL ACADEMY, LANDER UNIVERSITY, WHITTEN VILLAGE, AND GREENWOOD CHRISTIAN SCHOOL.

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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 $16,787

Other Revenue $0

TOTAL REVENUE $16,787

Expense Breakdown

Grants Paid $16,140

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $16,140

Other Expenses $5,641

TOTAL EXPENSES $21,781

Year-over-Year Comparison

	2025	2024	Change
Revenue	$16,787	$29,275	-0.4%
Expenses	$21,781	$19,420	+0.1%
Net Income	$-4,994	$9,855	-1.5%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	TRUSTEE	N/A		$0	$0	$0

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	$16,787	$21,781	$342,395	$-4,994
2024	$29,275	$19,420	$347,389	$9,855
2023	$11,923	$273,576	$337,534	$-261,653
2022	$14,585	$13,058	$599,187	$1,527
2021	$21,678	$9,931	$597,660	$11,747
2020	$2,110	$10,183	$585,913	$-8,073
2019	$16,225	$10,882	$593,986	$5,343
2018	$20,794	$11,885	$588,643	$8,909

TRUST UW OF JOHN G SARIS C/O COUNTYBANK TRUST SERVICES