SRI JAYARAM CHARITABLE TRUST (EIN 841776847) - 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

2019

Legal Domicile

Principal Officer

SURYA M REDDY

Tax Period

2023-01-01 to 2023-12-31

SRI JAYARAM CHARITABLE TRUST, founded in 2019, is a small nonprofit in the Religion sector that reported $480K in total revenue in fiscal year 2023. The organization ran a surplus of $454K, a strong 95% operating margin.

Mission

THE SEPECIFIC PURPOSE OF THIS TRUST IS TO PROVIDE A PLACE OF WORSHIP FOR THE DEVOTEES OF SRI SHIRDI SAI BABA AND SRI SATYHA SAI BABA, BUT THE TRUSTEES MAY USE THE ASSETS OR INCOME OF THE TRUST FOR ANY CHARITABLE, RELIGIOUS OR EDUCATIONAL PURPOSES.

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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 (2023)

Revenue Breakdown

Contributions & Grants $480,000

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $480,000

Expense Breakdown

Grants Paid $501

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $501

Other Expenses $25,745

TOTAL EXPENSES $26,246

Year-over-Year Comparison

	2023	2022	Change
Revenue	$480,000	N/A	N/A
Expenses	$26,246	N/A	N/A
Net Income	$453,754	N/A	N/A

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
ARUNASRI M REDDY	TRUSTEE	5.00	Director	$0	$0	$0
SURYA M REDDY	TRUSTEE	5.00	Officer 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
2025	No data	No data	No data	No data
2024	No data	No data	No data	No data
2023	$480,000	$26,246	$2,953,956	$453,754
2022	$200,000	$20,132	$2,500,202	$179,868
2021	$2,320,000	$1,166	$2,320,334	$2,318,834

SRI JAYARAM CHARITABLE TRUST