JOHN A PETERSON CHARITABLE TRUST (EIN 636069709) - Form 990 Financial Analysis & Trantor Score

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Tuckman-Chang Vulnerability Assessment

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1968

Legal Domicile

Principal Officer

REGIONS BANK TRUST DEPART

Phone

3342306103

Tax Period

2023-07-01 to 2024-06-30

JOHN A PETERSON CHARITABLE TRUST, founded in 1968, is a micro nonprofit in the Community Improvement sector that reported $84K in total revenue in fiscal year 2018. Revenue fell 21% from the prior year — a significant decline worth monitoring. Expenses of $174K exceeded revenue, resulting in a 107% operating deficit.

Mission

DISTRIBUTE FUNDS TO KIWANIS INTERNATIONAL MONTGOMERY CHAPTER, THE ORGANZIATION NAMED IN THE TRUST DOCUMENT AND EXEMPT UNDER IRC SECTION 501(C)(4)

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Trantor Score

Financial Health & Payment Capacity Assessment (FICO Scale: 300–850)

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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 $89,381

Other Revenue $121

TOTAL REVENUE $89,502

Expense Breakdown

Grants Paid $85,000

Salaries & Benefits $28,557

Fundraising Expenses $0

Program Expenses $85,000

Other Expenses $0

TOTAL EXPENSES $113,557

Year-over-Year Comparison

	2023	2022	Change
Revenue	$89,502	$85,236	+0.1%
Expenses	$113,557	$166,035	-0.3%
Net Income	$-24,055	$-80,799	-0.7%

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	1.00		$28,557	$0	$28,557

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	$89,502	$113,557	$2,255,574	$-24,055
2023	$85,236	$166,035	$2,279,629	$-80,799
2022	$210,203	$183,949	$2,360,428	$26,254
2021	$155,527	$240,893	$2,334,174	$-85,366
2020	$152,814	$249,611	$2,419,540	$-96,797
2019	$84,348	$174,351	$2,516,337	$-90,003

JOHN A PETERSON CHARITABLE TRUST