JOSEPH L WEIR TRUST C/O ROGER PRIN… - Form 990 Financial Data

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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

1983

Legal Domicile

Principal Officer

ROGER PRINCE

Phone

6153833211

Tax Period

2023-01-01 to 2023-12-31

JOSEPH L WEIR TRUST C/O ROGER PRINCE, founded in 1983, is a small nonprofit that reported $109K in total revenue in fiscal year 2023. Net assets of $3.2M represent 349 months of operating reserves.

Mission

THE TRUST PROVIDES BENEFITS TO THE NATIONAL COSMETOLOGY ASSOCIATION.

Program Service Accomplishments

Program 1

Expenses: $108,833 Revenue: $108,866

ANNUAL GRANT TO THE NATIONAL COSMETOLOGY ASSOCIATION REQUIRED BY THE TRUST'S GOVERNING INSTRUMENT

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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 (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $108,833

Other Revenue $0

TOTAL REVENUE $108,833

Expense Breakdown

Grants Paid $69,860

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $108,833

Other Expenses $38,973

TOTAL EXPENSES $108,833

Year-over-Year Comparison

	2023	2022	Change
Revenue	$108,833	$102,697	+0.1%
Expenses	$108,833	$102,697	+0.1%
Net Income	$0	$0	N/A

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

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

$13,796

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ROGER PRINCE	TRUSTEE	5.00	Director	$6,898	$0	$6,898
MARK GOODMAN	TRUSTEE	2.50	Director	$3,449	$0	$3,449
WILLIAM W SCOTT	TRUSTEE	2.50	Director	$3,449	$0	$3,449

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	No data	No data	No data	No data
2023	$108,833	$108,833	$3,236,860	No data
2022	$102,697	$102,697	$3,246,266	No data
2021	$100,254	$100,254	$3,213,714	No data
2020	$97,542	$97,542	$2,754,857	No data
2019	$100,425	$100,425	$2,887,891	No data
2018	$94,640	$94,640	$2,489,703	No data

JOSEPH L WEIR TRUST C/O ROGER PRINCE