JULIA EVANS REED 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

2020

Legal Domicile

Phone

6628225560

Tax Period

2024-01-01 to 2024-12-31

JULIA EVANS REED CHARITABLE TRUST, founded in 2020, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $330K in total revenue in fiscal year 2024. Revenue surged 2327% from the prior year, signaling strong growth momentum. The organization ran a surplus of $78K, a strong 24% operating margin.

Mission

TO PROVIDE FUNDING FOR THE WASHINGTON COUNTY COMMUNITY FOUNDATION, THE GREENVILLE ARTS COUNCIL, BEAGLE FREEDOM, LINK/STRYEWSKI FOUNDATION, LIVING WATERS OF THE WORLD, MASTERPIECE TRUST AND OTHER SUCH CHARITABLE ORGANIZATONS AS DETERMINED BY THE CO-TRUSTEES.

Program Service Accomplishments

Program 1

Expenses: $250,000 Revenue: $301,600

THE TRUST WAS INTIALLY SET UP IN LATE 2020 BY PROVISIONS OF A WILL OF JULIA EVANS REED. THE PURPOSE OF THE TRUST IS TO TO DONATE ON TO CHARITABLE ORGANIZATIONS THAT ARE QUALIFIED UNDER SECTION...

THE TRUST WAS INTIALLY SET UP IN LATE 2020 BY PROVISIONS OF A WILL OF JULIA EVANS REED. THE PURPOSE OF THE TRUST IS TO TO DONATE ON TO CHARITABLE ORGANIZATIONS THAT ARE QUALIFIED UNDER SECTION 501(c)(3).

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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 $301,600

Program Service Revenue $0

Investment Income $27,978

Other Revenue $0

TOTAL REVENUE $329,578

Expense Breakdown

Grants Paid $250,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $250,000

Other Expenses $1,192

TOTAL EXPENSES $251,192

Year-over-Year Comparison

	2024	2023	Change
Revenue	$329,578	$13,580	+23.3%
Expenses	$251,192	$189,431	+0.3%
Net Income	$78,386	$-175,851	-1.4%

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	Role	Reportable Comp	Other Comp	Total
KEITH SMYTHE MEACHAM	Trustee	Director	$0	$0	$0
COURTNEY V COWART	Trustee	Director	$0	$0	$0
ANNE F HEEKIN	Trustee	Director	$0	$0	$0
JESSICA L BRENT	Trustee	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
2024	$329,578	$251,192	$576,791	$78,386
2023	$13,580	$189,431	$501,774	$-175,851
2022	$797,866	$163,766	$674,256	$634,100