JCGF CHARITABLE TRUST (EIN 826612230) - 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

2017

Legal Domicile

Principal Officer

JOHNSON TRUST COMPANY

Phone

5136613100

Tax Period

2024-07-01 to 2025-06-30

JCGF CHARITABLE TRUST, founded in 2017, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $45K in total revenue in fiscal year 2024. Revenue fell 94% from the prior year — a significant decline worth monitoring. Expenses of $103K exceeded revenue, resulting in a 131% operating deficit.

Mission

THE PURPOSE OF THE ORGANIZATION WILL BE TO MAKE GIFTS AND GRANTS TO ITS SUPPORTED ORGANIZATION, THE JOHNSON CHARITABLE GIFT FUND, A PUBLIC CHARITY QUALIFIED UNDER THE INTERNAL REVENUE CODE SECTION 501(C)(3). THE ORGANIZATION EXPECTS TO RECEIVE CONTRIBUTIONS FROM MEMBERS OF THE GENERAL PUBLIC.

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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 $40,268

Other Revenue $4,394

TOTAL REVENUE $44,662

Expense Breakdown

Grants Paid $103,283

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $103,283

Other Expenses $0

TOTAL EXPENSES $103,283

Year-over-Year Comparison

	2024	2023	Change
Revenue	$44,662	$768,372	-0.9%
Expenses	$103,283	$398,748	-0.7%
Net Income	$-58,621	$369,624	-1.2%

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

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
JOHNSON TRUST COMPANY	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	$44,662	$103,283	$5,793,806	$-58,621
2024	$768,372	$398,748	$7,542,401	$369,624
2023	$7,489,504	$2,219,691	$7,172,777	$5,269,813
2022	$689,260	$627,581	$1,913,406	$61,679
2021	$5,857,978	$4,670,360	$1,841,285	$1,187,618
2020	$4,947,224	$5,257,084	$653,667	$-309,860
2019	$6,492,153	$5,492,253	$1,000,000	$999,900

JCGF CHARITABLE TRUST