THE CHARITABLE TRUST UW JOHN H BURKHART (EIN 827092554) - 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

2009

Legal Domicile

Principal Officer

JEANMARIE MCCLURE

Phone

8148875555

Tax Period

2024-01-01 to 2024-12-31

THE CHARITABLE TRUST UW JOHN H BURKHART, founded in 2009, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $61K in total revenue in fiscal year 2024. Net assets of $1.3M represent 253 months of operating reserves.

Mission

"The mission for this Charitable Trust is to continue to distribute the net income to the 4 Charitable Organizations as listed in the legal document. These 4 organizations are: Perkiomen School of Pennsburg PA, Rouse Estate in Youngsville PA, Kingdom Hall of Jehovah's Witnesses-Grandview, and Hamot Heart Institute- Hamot Hospital of Erie PA."

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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 $61,456

Other Revenue $20

TOTAL REVENUE $61,476

Expense Breakdown

Grants Paid $57,404

Salaries & Benefits $7,076

Fundraising Expenses $0

Program Expenses $58,163

Other Expenses $634

TOTAL EXPENSES $65,114

Year-over-Year Comparison

	2024	2023	Change
Revenue	$61,476	$61,040	+0.0%
Expenses	$65,114	$64,805	+0.0%
Net Income	$-3,638	$-3,765	0.0%

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	N/A		$7,076	$0	$7,076

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	No data	No data	No data	No data
2024	$61,476	$65,114	$1,310,199	$-3,638
2023	$61,040	$64,805	$1,317,894	$-3,765
2022	$77,467	$50,225	$1,295,827	$27,242
2021	$90,242	$17,176	$1,271,313	$73,066

THE CHARITABLE TRUST UW JOHN H BURKHART