JAMES R JOHNSON CHARITABLE 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

2018

Legal Domicile

Tax Period

2022-01-01 to 2022-12-31

JAMES R JOHNSON CHARITABLE TRUST, founded in 2018, is a micro nonprofit that reported $6K in total revenue in fiscal year 2022. Revenue fell 89% from the prior year — a significant decline worth monitoring. Expenses of $114K exceeded revenue, resulting in a 1942% operating deficit.

Mission

THE TRUST SHALL BE DEVOTED TO CHARITABLE PURPOSES IN THE COMMUNITY OF EAGLE GROVE IOWA

Program Service Accomplishments

Program 1

Expenses: $113,976

PROVIDED GRANTS FOR CHARITABLE ORGANIZATIONS IN THE COMMUNITY OF EAGLE GROVE, IOWA

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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 (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $5,582

Other Revenue $0

TOTAL REVENUE $5,582

Expense Breakdown

Grants Paid $113,802

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $113,976

Other Expenses $174

TOTAL EXPENSES $113,976

Year-over-Year Comparison

	2022	2021	Change
Revenue	$5,582	$49,265	-0.9%
Expenses	$113,976	$202,377	-0.4%
Net Income	$-108,394	$-153,112	-0.3%

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
CURTIS B HAUSE	CO TRUSTEE	1.00	Director	$0	$0	$0
RICHARD E CAHALAN	CO TRUSTEE	2.00	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
2022	$5,582	$113,976	No data	$-108,394
2021	$49,265	$202,377	$108,394	$-153,112
2020	$-1,322	$222,106	$261,506	$-223,428
2019	$-3,776	$451,976	$484,934	$-455,752