JOE R & EMMA LEE HALL TRUST SIMMON… - 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

1978

Legal Domicile

Principal Officer

KARIE BRYAN

Phone

8705411413

Tax Period

2023-04-01 to 2024-03-31

JOE R & EMMA LEE HALL TRUST SIMMONS BANK TRUSTEE, founded in 1978, is a micro nonprofit that reported $38K in total revenue in fiscal year 2023. Revenue fell 54% from the prior year — a significant decline worth monitoring. Net assets of $480K represent 154 months of operating reserves.

Mission

PROVIDE FUNDS TO OTHER BAPTIST MISSIONS AND TAX EXEMPT ENTITIES.

Program Service Accomplishments

Program 1

Expenses: $18,287

FOREIGN MISSION BOARD OF THE SOUTHERN BAPTIST CONVENTION-SUPPORT CHRISTIAN MISSIONARIES IN OVER 90 COUNTRIES OUTSIDE OF U.S.; PROMOTE EVANGELISM, HEALTH AND DENTAL CARE; THEOLOGICAL EDUCATION MEDIA...

Program 2

Expenses: $9,144

ARKANSAS BAPTIST FAMILY AND CHILD CARE SERVICES-CHRISTIAN MINISTRY OF FAMILIES AND CHILD CARE COUNSELING; RESIDENTIAL CARE AND SERVICES FOR CHILD REARING (CLOTHING, FOOD, EDUCATION, ETC.)

Program 3

Expenses: $5,486

NORTH AMERICAN MISSION BOARD OF SOUTHERN BAPTIST CHURCH-MISSIONARY WORK WITHIN NORTH AMERICA AND ESTABLISH NEW CHURCHES, CHRISTIAN MINISTRIES, GOODWILL CENTERS AND NON-ENGLISH LANGUAGE GROUPS.

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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 $37,536

Other Revenue $0

TOTAL REVENUE $37,536

Expense Breakdown

Grants Paid $36,575

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $36,575

Other Expenses $4,352

TOTAL EXPENSES $40,927

Year-over-Year Comparison

	2023	2022	Change
Revenue	$37,536	$82,126	-0.5%
Expenses	$40,927	$18,907	+1.2%
Net Income	$-3,391	$63,219	-1.1%

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	TRUST OFFICER	0.00		$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	$37,536	$40,927	$480,436	$-3,391
2023	$82,126	$18,907	$483,827	$63,219
2021	$37,012	$31,127	$452,759	$5,885
2019	$16,648	$26,920	$471,502	$-10,272

JOE R & EMMA LEE HALL TRUST SIMMONS BANK TRUSTEE