JAMES C DUNBAR TRUST

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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

1984

Legal Domicile

Phone

8704252166

Tax Period

2024-05-01 to 2025-04-30

JAMES C DUNBAR TRUST, founded in 1984, is a micro nonprofit that reported $87K in total revenue in fiscal year 2024. Revenue surged 114% from the prior year, signaling strong growth momentum. The organization ran a surplus of $46K, a strong 53% operating margin.

Mission

THE ORGANIZATIONS EXEMPT PURPOSE IS TO PROVIDE, FROM CURRENT EARNINGS, MONEY FOR SCHOLARSHIPS AWARDED BY THE MOUNTAIN HOME SCHOLARSHIP FUND.

Program Service Accomplishments

Program 1

Expenses: $26,957

FOR THE YEAR ENDED 04/30/2025 THERE WILL BE ONE CHECK AWARDED TO THE MOUNTAIN HOME SCHOLARSHIP FUND. SCHOLARSHIPS AWARDED ON 07/02/2024 FOR THE YEAR ENDED 04/30/25 WERE 26,957.

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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 $87,033

Other Revenue $0

TOTAL REVENUE $87,033

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $26,957

Other Expenses $41,264

TOTAL EXPENSES $41,264

Year-over-Year Comparison

	2024	2023	Change
Revenue	$87,033	$40,589	+1.1%
Expenses	$41,264	$41,238	+0.0%
Net Income	$45,769	$-649	-71.5%

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	N/A		$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
2025	$87,033	$41,264	$1,076,940	$45,769
2024	$40,589	$41,238	$1,031,171	$-649
2023	$19,443	$48,116	$1,031,820	$-28,673
2022	$47,597	$58,828	$1,060,493	$-11,231
2021	$66,386	$49,303	$1,071,724	$17,083
2020	$36,738	$46,763	$1,054,641	$-10,025
2019	$97,054	$48,768	$1,064,666	$48,286