Jane Fulton Charitable & Religious Trust UW of J Fulton (EIN 626378259) - 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

2001

Legal Domicile

Phone

6183945361

Tax Period

2024-01-01 to 2024-12-31

Jane Fulton Charitable & Religious Trust UW of J Fulton, founded in 2001, is a small nonprofit in the Religion sector that reported $215K in total revenue in fiscal year 2024. Revenue surged 416% from the prior year, signaling strong growth momentum. The organization ran a surplus of $204K, a strong 95% operating margin.

Mission

This testamentary religious charitable trust is required to distribute its net income each year to a Catholic Church In Paducah and to 10 other Catholic related tax exempt organizations until termination after 25 years

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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 $215,312

Other Revenue $12

TOTAL REVENUE $215,324

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $11,072

TOTAL EXPENSES $11,072

Year-over-Year Comparison

	2024	2023	Change
Revenue	$215,324	$41,719	+4.2%
Expenses	$11,072	$33,668	-0.7%
Net Income	$204,252	$8,051	+24.4%

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

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
N/A	Trustee	002.00	Director	$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
2024	$215,324	$11,072	No data	$204,252
2023	$41,719	$33,668	$934,819	$8,051
2022	$-75,032	$33,385	$859,461	$-108,417
2021	$65,814	$28,757	$1,060,681	$37,057
2020	$8,602	$35,361	$1,013,987	$-26,759
2019	$77,236	$27,391	$923,960	$49,845
2018	$102,455	$37,361	$840,645	$65,094

Jane Fulton Charitable & Religious Trust UW of J Fulton