James P Thorne Charitable Endowment Trust (EIN 870676662) - 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

2001

Legal Domicile

Principal Officer

Ryan Lindsey

Phone

4357552000

Tax Period

2023-01-01 to 2023-12-31

James P Thorne Charitable Endowment Trust, founded in 2001, is a small nonprofit in the Philanthropy & Grantmaking sector that reported $251K in total revenue in fiscal year 2023. The organization ran a surplus of $49K, a strong 20% operating margin.

Mission

PROVIDE FINANCIAL SUPPORT TO THE FRIENDS OF THE NORTH LOGAN LIBRARY - WHICH PROVIDES READING MATERIALS AND LEARNING RESOURCES FOR THE NORTH LOGAN COMMUNITY.

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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 $0

Program Service Revenue $0

Investment Income $251,202

Other Revenue $0

TOTAL REVENUE $251,202

Expense Breakdown

Grants Paid $200,000

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $200,000

Other Expenses $2,157

TOTAL EXPENSES $202,157

Year-over-Year Comparison

	2023	2022	Change
Revenue	$251,202	$249,798	+0.0%
Expenses	$202,157	$202,150	+0.0%
Net Income	$49,045	$47,648	+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

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	Role	Reportable Comp	Other Comp	Total
LISA WILCOCK	PRESIDENT, TRUSTEE	Officer Director	$0	$0	$0
CLAIR LEISHMAN	TRUSTEE	Director	$0	$0	$0
BARBARA MIDDLETON	TRUSTEE	Director	$0	$0	$0
DELL LOY HANSEN	TRUSTEE	Director	$0	$0	$0
AMY FADEL	Trustee, Vice President	Officer Director	$0	$0	$0
RYAN LINDSEY	SECRETARY	Officer	$0	$0	$0
FRANK COPPIN	TREASURER	Officer	$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	No data	No data	No data	No data
2023	$251,202	$202,157	$1,340,695	$49,045
2022	$249,798	$202,150	$1,291,650	$47,648
2021	$417,001	$252,150	$1,244,002	$164,851
2020	$179,576	$202,150	$1,079,151	$-22,574
2019	$106,680	$201,950	$1,101,724	$-95,270
2018	$137,543	$231,200	$1,196,994	$-93,657

James P Thorne Charitable Endowment Trust