JOHN BOYCE & AYLEENE MCKEEL CHARITABLE TRUST (EIN 753160348) - 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

2005

Legal Domicile

Principal Officer

PAUL CROCKER

Phone

5803325132

Tax Period

2024-01-01 to 2024-12-31

JOHN BOYCE & AYLEENE MCKEEL CHARITABLE TRUST, founded in 2005, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $351K in total revenue in fiscal year 2024. Revenue surged 76% from the prior year, signaling strong growth momentum. The organization ran a surplus of $160K, a strong 45% operating margin.

Mission

TO ACCUMULATE AND DISTRIBUTE INCOME EXCLUSIVELY TO THE EDUCATIONAL, SCIENTIFIC, LITERARY AND CHARITABLE ORGANIZATIONS AS SPECIFIED BY THE GRANTOR OR THE TRUSTEE.

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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 $326,085

Other Revenue $25,285

TOTAL REVENUE $351,370

Expense Breakdown

Grants Paid $153,085

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $153,085

Other Expenses $38,604

TOTAL EXPENSES $191,689

Year-over-Year Comparison

	2024	2023	Change
Revenue	$351,370	$199,548	+0.8%
Expenses	$191,689	$173,589	+0.1%
Net Income	$159,681	$25,959	+5.2%

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	8.00		$36,954	$0	$36,954

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	$351,370	$191,689	$4,086,942	$159,681
2023	$199,548	$173,589	$3,927,261	$25,959
2022	$299,741	$235,930	$3,901,301	$63,811
2021	$293,864	$157,797	$3,846,258	$136,067
2020	$242,433	$133,922	$3,710,190	$108,511
2019	$273,783	$136,930	$3,601,679	$136,853
2018	$164,073	$150,431	$3,464,826	$13,642

JOHN BOYCE & AYLEENE MCKEEL CHARITABLE TRUST