KATE JOUETT HENRY MEM FD

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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

1959

Legal Domicile

Principal Officer

PLANTERS BANK

Phone

2708811719

Tax Period

2024-01-01 to 2024-12-31

KATE JOUETT HENRY MEM FD, founded in 1959, is a micro nonprofit in the Religion sector that reported $73K in total revenue in fiscal year 2024. Revenue grew 19% year-over-year, indicating healthy expansion. The organization ran a surplus of $12K, a strong 16% operating margin.

Mission

ALL INCOME OF THE MEMORIAL FUND IS DISTRIBUTED TO THE FIRST PRESBYTERIAN CHURCH

Program Service Accomplishments

Program 1

Expenses: $49,427

ALL INCOME OF THE MEMORIAL FUND IS DISTRIBUTED TO THE FIRST PRESBYTERIAN CHURCH

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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 $72,837

Other Revenue $0

TOTAL REVENUE $72,837

Expense Breakdown

Grants Paid $49,427

Salaries & Benefits $10,368

Fundraising Expenses $0

Program Expenses $49,427

Other Expenses $1,375

TOTAL EXPENSES $61,170

Year-over-Year Comparison

	2024	2023	Change
Revenue	$72,837	$61,239	+0.2%
Expenses	$61,170	$61,030	+0.0%
Net Income	$11,667	$209	+54.8%

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
PLANTERS BANK	FIDUCIARY	5.00		$10,368	$0	$10,368

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	$72,837	$61,170	$748,823	$11,667
2023	$61,239	$61,030	$737,800	$209
2022	$-206	$64,509	$736,948	$-64,715
2021	$42,365	$66,979	$801,494	$-24,614
2020	$18,523	$64,684	$826,150	$-46,161
2019	$43,513	$60,226	$872,983	$-16,713
2018	$67,506	$53,183	$884,841	$14,323