Alice M Jorgenson 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

2022

Legal Domicile

Principal Officer

Joel Hylden

Phone

7013319710

Tax Period

2022-02-23 to 2022-12-31

Alice M Jorgenson Charitable Trust, founded in 2022, is a micro nonprofit in the Philanthropy & Grantmaking sector that reported $2K in total revenue in fiscal year 2022.

Mission

None

Program Service Accomplishments

Program 1

The Trust was funded in 2022 and obtained a Determination Letter from the IRS granting 501(c)(3) status. The Trust will support the Park River Centennial Tree project on the property owned by the...

The Trust was funded in 2022 and obtained a Determination Letter from the IRS granting 501(c)(3) status. The Trust will support the Park River Centennial Tree project on the property owned by the City of Park River and the North Dakota Highway Department. The Trust is responsible for caring for the Park River Centennial Trees and the properties adjacent to the south portion of the east bike path of Park River. The Trust shall provide for the improvements, maintenance, care and development of the Park River Centennial Trees Area and not the path itself and for future improvement on the City of Park River Park District owned land presently known today as the Green Acres Addition to the City of Park River.

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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 $2,000

Program Service Revenue $0

Investment Income $1

Other Revenue $0

TOTAL REVENUE $2,001

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Other Expenses $0

TOTAL EXPENSES $0

Year-over-Year Comparison

	2022	2021	Change
Revenue	$2,001	N/A	N/A
Expenses	N/A	N/A	N/A
Net Income	N/A	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

Employees

N/A

Volunteers

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
Joel Hylden	Trustee	0.10	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	$2,001	No data	$2,001	No data