JH Title Holding Inc

EIN: 812991672 Mutual Benefit

Atlanta, GA

Total Revenue
$20,632,852
Total Expenses
$10,589,090
Total Assets
$168,605,440
Net Assets
$161,493,330
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2016
Legal Domicile
GA
Principal Officer
Ulrich Mueller
Phone
4048464005
Tax Period
2023-01-01 to 2023-12-31

JH Title Holding Inc, founded in 2016, is a mid-sized nonprofit in the Mutual Benefit sector that reported $20.6M in total revenue in fiscal year 2023. Revenue fell 38% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $10.0M, a strong 49% operating margin.

Mission

As a 501(c)(2) title holding company, JH Title Holding, Inc. exclusive purpose is to hold title to properties and to collect and distribute income from those properties, less expenses, to its member, JH Real Estate USA LLC, a disregarded entity for U.S. tax purposes with respect to the Joachim Herz Stiftung, a German charitable organization described in sections 501(c)(3) and 4948(b) of the Internal Revenue Code. Accordingly, JH Title Holding, Inc.'s activities have been limited to holding title to properties and collecting income from those properties since its formation and will continue that way in perpetuity.

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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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $3,571,825
Investment Income $753,607
Other Revenue $16,307,420
TOTAL REVENUE $20,632,852

Expense Breakdown

Grants Paid $0
Salaries & Benefits $65,000
Fundraising Expenses $0
Other Expenses $10,524,090
TOTAL EXPENSES $10,589,090

Year-over-Year Comparison

2023 2022 Change
Revenue $20,632,852 $33,094,016 -0.4%
Expenses $10,589,090 $7,999,705 +0.3%
Net Income $10,043,762 $25,094,311 -0.6%
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

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Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
1
Independent Members
1
Employees
N/A
Volunteers
2

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
4
$65,000
Total Directors
3
$37,500
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
John W Lundeen III President, Director 1.00
Officer Director
$37,500 $0 $37,500
Ulrich Mueller Director 1.00
Director
$0 $0 $0
Dr Henneke Lutgerath Director 1.00
Director
$0 $0 $0
Samuel T Wilmoth Vice President 1.00
Officer
$7,500 $0 $7,500
Douglas L Burton Vice Pres./Secretary 1.00
Officer
$12,500 $0 $12,500
Shannon Q Ferguson Treasurer 1.00
Officer
$7,500 $0 $7,500
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 $20,632,852 $10,589,090 $168,605,440 $10,043,762
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