JOSEPH HORACE BENTON TRUST A (EIN 736183286) - 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

1975

Legal Domicile

Principal Officer

CRAIG JONES

Phone

4053605533

Tax Period

2023-01-01 to 2023-12-31

JOSEPH HORACE BENTON TRUST A, founded in 1975, is a micro nonprofit that reported $69K in total revenue in fiscal year 2023. The organization ran a surplus of $21K, a strong 30% operating margin.

Mission

TO PROVIDE FUNDS FOR FIRST PRESBYTERIAN CHURCH

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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 $69,024

Other Revenue $0

TOTAL REVENUE $69,024

Expense Breakdown

Grants Paid $45,930

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $45,930

Other Expenses $2,255

TOTAL EXPENSES $48,185

Year-over-Year Comparison

	2023	2022	Change
Revenue	$69,024	$70,368	0.0%
Expenses	$48,185	$80,501	-0.4%
Net Income	$20,839	$-10,133	-3.1%

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

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
CRAIG JONES	CHAIR	N/A	Officer Director	$0	$0	$0
MICHAEL MARCOTTE	VICE CHAIR	N/A	Officer Director	$0	$0	$0
LYNNE MILLER	SECRETARY	N/A	Officer Director	$0	$0	$0
MARK DUBBS	TREASURER	N/A	Officer Director	$0	$0	$0
GREG MAHAFFEY	DIRECTOR	N/A	Director	$0	$0	$0
DAVID TURNBO	DIRECTOR	N/A	Director	$0	$0	$0
MARTY CAIN	DIRECTOR	N/A	Director	$0	$0	$0
KATHEY DRUMMOND	DIRECTOR	N/A	Director	$0	$0	$0
AMY DAVENPORT	DIRECTOR	N/A	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	No data	No data	No data	No data
2023	$69,024	$48,185	$1,774,563	$20,839
2022	$70,368	$80,501	$1,541,361	$-10,133
2021	$67,040	$68,560	$1,953,414	$-1,520
2020	$64,582	$38,066	$1,783,610	$26,516

JOSEPH HORACE BENTON TRUST A